The Anonymous Analyst

Commenting on technology & communication issues around the world with focus on USA and India. Also ramblings on other subjects.

Friday, February 25, 2005

Comcast has come out with their results and CMCSA and CMCSK have started surging - partly also due to the disclosure that Warren Buffet has doubled his stake in CMCSK - to 10 million shares (~320 mn USD). It is good times for Comcast.

Positives going for them
  • Their competitors are going in for huge investment when they have completed it.
  • SBC, Verizon will take quite some time - 4-5 yrs, several billion dollars and several fights before they have the infrastructure that Cable MSOs have
  • CableWorld magazine reports that higher speeds are possible on Cable without any change in infrastructure.
  • Verizon and SBC will have also the added pressures of the mergers with MCI (if it goes through) and AT&T resp.
Heartily recommend CMCSK and CMCSA to everyone.