Comcast Corp (CMCSA)

Richthofen80 (82.46) Submitted: 4/30/08 10:39 AM : Start Price: $20.69 CMCSA Score: 5.02

God, I don't envy cable companies. Having worked at CMCSA for six months, its a goddamn mess of local acquisitions and standards. You need superman like management to get around the gov't regulation, lightining-fast tech changes, and aging infrastructure.





CMCSA went fiber in most areas before it was hip, because they saw that analog cable was unreliable. Their investment is just starting to pay off as they can offer on-demand movies, 100's of HD channels, etc. Expect services and quality to go up when they soon ditch analog channels from their boxes (despite your digital box, channels under #100 are still analog, using up 80% of the line's bandwidth).





right now they're experiencing growing pains having risen to the top of the cable segment. but their coverage is across some of the wealthiest markets, and internet demand is going in one direction, and HD TV is here. Won't be a superstar stock but will appreciate faster than the S&P hands down

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