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Non-Tech : Comcast Corporation (CMCSA)

CMCSA 26.93

-3.3%

9:30 AM EST

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To: w2j2 who wrote (117)	5/5/2003 4:59:38 PM
From: tech101	Read Replies (1) of 189

Yankee Group picks Cable as the winner by today's CNBC announcement because cable can offer everything from TV, VOD, high-speed data, to cable telephony. Veriozon's announcement of reducing its DSL price from $49.95 to $34.95 highlights the role of bundled services in carrier strategies because of their fears with cable companies. This may push/force cable companies to speed up their deployment of cable telephony in order to compete. Guess who is the winner?

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