Comcast Corporation (CMCSA) Message Board

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Non-Tech : Comcast Corporation (CMCSA)

CMCSA 27.68

-0.9%

11:15 AM EST

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To: David C. Burns who wrote (29)	3/22/1999 8:30:00 PM
From: lrrp	Read Replies (1) of 189

Brian Roberts was on Cnn tonight ; he gave an extremely credible explanation of the reasons for the deal; its worth seeing; economies of scale are now paramount in this business and it looks like the deal is aimed at providing increased content for cable users, interactivity with high speed modems for the whole system and eventually telephony; either with someone else (ie att or alone); I dont know what fair value is for the stock , but this co has had good cash flow growth for many quarters and eventually, this will end up in earnings; there is not limitless bandwith providers and this deal seems like a blockbuster to me; AOL is in need of fast access; and any way you look at this deal, it looks great for comcast , fwiw

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