Craig Moffett
Craig Moffett
definitely satellite share taking
Cablevision is now definitely taking back share from satellite TV.
broadband building cable case companies fall forced investment price provided reach services therefore true
If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.
aggressive posture t taken
AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.
cable continues digital key telephone unit
The key story at the cable unit continues to be their digital telephone product.
finally investors looking numbers
These are finally the numbers that investors are looking for.
contract fiscal sign taken
The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.
cost customers love percent product research says tune
All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.
fallen note per private public relatively remain strong subscriber
It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.
appears areas launch results voice
Their voice launch appears to have boosted results in other areas as well.
beyond costs far networks returns services
The costs of these networks are far beyond what the returns of the new services can provide.
both hurt operating
That would have hurt both fees and operating income.
came data focus line number quarter spot
Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.