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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (22708)12/4/2005 1:01:34 PM
From: Grantcw  Read Replies (1) of 78760
 
Hello all,

I like the back and forth on Comcast. It does look like an interesting play.

I currently have Comcast Cable + Broadband and have been very satisfied with the service. But, the one risk I see in their business plan (and all Cable Broadband companies) is the coming roll-out of free wireless internet across the nation. I realize it's in its infancy, but my county is testing free wireless in several cities (and I'm not in San Francisco, but in the Mid-West) through the end of the year, and I'm betting I'll have free wireless before June of next year. Now, I'm uncertain if Comcast is involved in supplying the 'pipes' for all the free access that will be given, but even if Comcast is involved and is getting some sort of fee for having the pipes, I can't imagine they're able to make as good of profit margins. In the worst case, they're not involved at all and their $49.99/month Cable Modem service is at risk.

And even though I love Comcast and On-Demand, once free wireless hits our town, I will seriously shop around for a better rate on cable TV service because the main reason I'm with Comcast is their Cable Modem Broadband service.

Comments?

Thanks,

CW
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