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Comcast Corporation Message Board

  • dan2003hr dan2003hr Jan 7, 2012 3:40 PM Flag

    droopy and only one

    Droopy, a lot of speculation as of late that vz will be selling off their cable operations with a bent of the talking heads leaning towards selling it to cmcsa. Bit early in my view for that. I do see it down the road as vz's capital requirements prohibit broad expansion. also, I question the sell to cmcsa as most of vz overlap is with t.

    Should it occur you predicted that during the time or your oil up cmcsa up and oil down cmcsa down market analysis.

    While I question your investing analysis capabilities, I do find it interesting that this early in the game that pundits see vz getting out.

    cmcsa should, along with vz, have a pretty good year in my view unless the fool on the hill screws up some more.

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    • Sorry droopy, I know that you are a big vz fan over cmcsa, both stink in my view, however, vz's retention in this field with FiOS is very very questionable long term. Additionally, other than price and a few non overlapping areas where cmcsa service is questionably good, e.g., the towers for phone service in philly, there quality is non differentiated other than in advertising. So don't give us that garbage about how much better vz is as they probably cannot continue in the cable arena. If they do their divi and little equity appreciation would be gone for years - not gonna happen.

 
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