YenKenZen

Apple's iTunes Chump Change for Hollywood

"chump change"? it may be useful to see how does it affect to the bottom line (and not just top line).. and yes, have to agree that GE's market cap is irrelevant..

Apple & Google: A Detailed Comparison

Brewer, thanks for placing the history into context..

IF you do want to compare Apple and Google, compare their market share of the their relevant markets and see where they can go..

FCF comparison is meaningful.. but for growth companies, market share is what matters and I feel Apple has much more headroom.

Comcast and Cable Stocks: Pressured By Apple?

just heard a podcast on broadband trends..

Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of growth in 2008..

telephonyonline.com/in.../

Comcast and Cable Stocks: Pressured By Apple?

just to follow up on my comment on Saturday - Verizon has been adding 2250 FIOS TV customer per business day in Q1 per NY Times / Reuters
www.nytimes.com/reuter...;oref=slogin

Comcast and Cable Stocks: Pressured By Apple?

there is Apple TV.. and there is Verizon FIOS and there is YouTube.. the list goes on.

Comcast had a pretty good growth in last two years thanks to its well foresighted investment in the infrastructure.. its infrastructure advantage is now being challenged - its just the begining of next war for telephony and entertainment pipe at home.. VZ has head start in FIOS and AT&T is coming up right after to get the phone & TV customers..

Digital Music vs. Record Companies: Battle of the Bands

George,

agree with everything you said... in fact you said it very well.. except your plea to Steve Jobs.. Do you really think Steve Jobs cares any less for control?