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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (24116)	6/15/2006 10:43:19 AM
From: E_K_S	Read Replies (3) \| Respond to of 78753

Hi Paul - I was looking at my Comcast buys and noticed that I have purchases at $27.80 on 10/05 and $33.35 on 3/05 and this was before their launch of their VOIP service. Their last quarterly report shows significant gains in new subscribers to their VOIP service and marginal revenue gains. They only offer this service to few of their large markets and will roll out in their other services area over the next 18 months. Here is Silicon Valley they just announced this new service last month. That said, their new VOIP service is adequate but far superior in price and options offered to their land line competitors. It's their QOS (Quality Of Service) that beats all the other VOIP service suppliers but they still do not offer many other features that other smaller VOIP suppliers provide. I like Comcast better now than over a year ago. The downside is they do not pay a dividend so I have been thinking of writing covered calls on a portion of my shares to generate income. I own other companies that share the same space including AT&T and Bell South (now on track to merge with AT&T). Comcast also has a subsidiary company that is a media content producer. Their free flow cash flow is quite large but still Comcast can not be considered a value proposition. I guess I would try to own both companies because VZ does lead the wireless sector, is moving into FITH (fibre-into-the-home) which will allow them to distribute VOD (Video on Demand). The industry is huge, expanding and new technologies are emerging. The other company you might want to add to your sector pot is the new AT&T. finance.yahoo.com EKS