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  • Comcast and Cable Stocks: Pressured By Apple? [View article]
    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.../
    May 01 16:51 pm |Rating: +1 0 |Link to Comment
  • Comcast and Cable Stocks: Pressured By Apple? [View article]
    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
    Apr 30 17:54 pm |Rating: +1 0 |Link to Comment
  • Comcast and Cable Stocks: Pressured By Apple? [View article]
    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..
    Apr 28 19:28 pm |Rating: +1 0 |Link to Comment
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