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alan ljl

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  • Comcast-Netflix Deal Plants A Flag In The Sand Of Net Neutrality [View article]
    What moat? Please be specific.
    Feb 24, 2014. 07:10 PM | Likes Like |Link to Comment
  • Broadband providers get a leg up as Netflix ends standoff with Comcast [View news story]
    NFLX, no content delivery+noinfrastruct... future free ride.
    This was inevitable, who ever heard of a free ride going on forever?
    Feb 23, 2014. 11:09 PM | Likes Like |Link to Comment
  • Network traceroute points to Netlfix/Comcast peering deal [View news story]
    NFLX's free ride coming to an end finally.
    Feb 23, 2014. 10:59 PM | Likes Like |Link to Comment
  • Comcast-Time Warner Cable Deal: Far From A Sure Bet [View article]
    Unless a major and disruptive technology comes soon, we are stuck with over the air (mobile) or over the wire (fiber/copper).
    Air transmission is and will continue to be monetized via usage in Gb's in tier structures.
    Next will be the wire transmission the same way. I remember when the internet was only available thru DSL and usage was paid for by tiers, on your monthly bill.
    The days are numbered where $8 a month buys you unlimited HD movies thru NFLX, AMZN, GOOG et al.
    Lastly, if you think the free ride via "Net Neutrality" will remain for four more years, I have a bridge in Brooklyn to sell you. Think gas in your car, oil in your home heat, electricity in your home....on and on. Internet with unlimited usage is good while it lasts, but it's days are numbered.
    Feb 21, 2014. 09:23 PM | 1 Like Like |Link to Comment
  • FCC to explore removing laws blocking muni broadband networks [View news story]
    Television delivery as we know it is history. The pipes that have been built by CMCSA and TWC are the only way presently for homes to enjoy the internet and ultimately television via the internet.
    Pay for what you use will become the only equitable structure of payment.
    The mobile internet platform is the poorest method of watching television, and who really would enjoy that?
    Countries other than the US (South Korea) are 3-4X the broadband speed and 40% the monthly cost of the US.
    Complaining is not a strategy. You have to be proactive and vote for those who support you.
    Feb 19, 2014. 03:18 PM | Likes Like |Link to Comment
  • Comcast Purchase Of Time Warner Looks Good [View article]
    Why are you refering to only CMCSK and not CMCSA also?
    Feb 18, 2014. 01:19 PM | Likes Like |Link to Comment
  • Risk Arbitrage On The Time Warner Cable And Comcast Deal [View article]
    Bottom Line: Given the time value of money and the regulatory risks, is the juice worth the squeeze??
    Feb 18, 2014. 10:34 AM | Likes Like |Link to Comment
  • Comcast likely to box out Netflix [View news story]
    Again, not having a metered internet usage makes no sense. Do you go to the gas pump with your VW beetle and pay the same as the Semi, no matter how many gallons your vehicle takes???
    People are not stupid, the NFLX longs have a real problem coming up.
    Feb 17, 2014. 10:09 PM | 2 Likes Like |Link to Comment
  • Comcast likely to box out Netflix [View news story]
    NFLX has every right to be concerned. Their days of free rides (bandwidth hogs} at the expense of others are numbered. Very soon this net neutrality issue which has already been decided in court against NFLX will be evident in the pricing going forward.
    Where else in this country can you use as much as you want and not pay additionally for the service??
    The next series of "House of Cards" will be from an autobiography of NFLX itself.
    Feb 17, 2014. 08:33 PM | 3 Likes Like |Link to Comment
  • Netflix slow for many Comcast customers [View news story]
    Everyone should pay their fair share for what they receive. Why should "bandwidth hogs" get a free ride? If you use more electricity in your home than your neighbor, you pay for it.
    Whether it's Kilowatts or Megabytes you will pay for what you receive. Period.
    Feb 12, 2014. 10:16 PM | 1 Like Like |Link to Comment
  • Don't Sweat It! Commercial Aerospace Still Strong Despite Boeing's 'Worries' [View article]
    The airlines are flush with money. BA's stock has been a screaming bargain.
    Feb 7, 2014. 10:37 PM | Likes Like |Link to Comment
  • Comcast Corporation's New Dividend [View article]
    Two additional comments:
    1) The $.02 miss was a tax issue and not performance related.
    2) The potential acquisition via TWC/Charter with the New York and expanded New England market positive accretive significance.

    Comcast's focus is very much aligned going forward.
    Jan 29, 2014. 10:09 AM | Likes Like |Link to Comment
  • Comcast: Little Potential Despite Strong Momentum And Possible Industry Consolidation [View article]
    Comparing the costs in Europe to the USA is mixing apples and oranges. The systemic fee and cost sharing/internet access in Europe is between counties and is not at all like it is in the USA. The comparison inference made above is an invalid one.
    Jan 29, 2014. 09:57 AM | Likes Like |Link to Comment
  • Comcast: Little Potential Despite Strong Momentum And Possible Industry Consolidation [View article]
    Little Potential?? The article has Little Information that is not already known. Merely an opinion rather than data.
    Jan 28, 2014. 04:03 PM | Likes Like |Link to Comment
  • Comcast: Good Near-Term Prospects [View article]
    I like the author's style and his very well rounded grasp of the facts, The author along with many analysts consider CMCSA a strong buy going forward. The court decisions on "Net Neutrality" will only further enhance Comcast's profitability.
    Jan 24, 2014. 11:04 AM | Likes Like |Link to Comment