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: lrrp who wrote (31)	3/25/1999 2:53:00 PM
From: ahhaha	Read Replies (1) of 189

It's worth plenty. There may be a little indigestion, but this baby will burp. CMCSA is not burdened with the same problems ATHM has. In particular, they don't have TCI. Nonetheless, the company needs something more than just indirect connection to TWX. They need a large telecommunications company, basically an RBOC to sponsor an HFC upgrade program. The MSFT investment can't hurt in that more can come, but the MSFT connection is sticky with government oversight and probably nudging should be avoided until MSFT's problems are settled. I don't know this company at all, but I will be investigating.

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