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Comments on news posted 2007-04-30 08:42:37: Business Week takes a closer look at Comcast's effort to become a giant in the web portal space. ..

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Morac

join:2001-08-30
Riverside, NJ
·Comcast

Isn't this what killed @HOME?

@Home was a fairly good service provider. They decided they wanted to be a content provider as well so they bought Excite. @Home then went bankrupt.

Granted Comcast is pulling in record profits from their "triple play" promotions, but at some point if you keep acquiring other companies (especially ones no one uses) you will run out of capital.
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phattieg

join:2001-04-29
Winter Park, FL
·Verizon Wireless B..
·Sprint Mobile Broa..

said by Morac See Profile :

@Home was a fairly good service provider. They decided they wanted to be a content provider as well so they bought Excite. @Home then went bankrupt.

Granted Comcast is pulling in record profits from their "triple play" promotions, but at some point if you keep acquiring other companies (especially ones no one uses) you will run out of capital.
Well, too bad it's not hurting them in the stocks department. I keep making money off of their stocks...
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast

 Advertising only small part of Comcast revenue

»Comcast: The Pipe And The Content
Advertising represents just 10% of Comcast's revenues
That number is around 4.5%, not 10% based on 2007 1st qtr numbers.
Revenues:
Video $4,362
High-speed Internet 1,527
Phone 353
Advertising 313
Other 242
Franchise fees 201
Total Revenues $6,998
In any case, I agree with those that say Comcast should skip the web portal business. Others do it much better and providing their own is a waste of money.

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telcolackey
The Truth? You can't handle the truth

join:2007-04-06
Death Valley, CA
reply to Morac
Re: Isn't this what killed @HOME?

Maybe Nokia's CEO should stick to only making cell phones??


ColorBASIC
8-bit Fun
Premium
join:2006-12-29
Corona, CA
Hard to complete

The game portal will have a hard time competing against established sites like IGN and the *planets. Fandango is a different thing and I think Comcast will do well with expansion like that.

rodrod5

join:2001-02-28
Houston, TX

reply to Morac
Re: Isn't this what killed @HOME?

well it is official Comcast is dead

it is 100% GUARANTEED!

how do I know this

it is simple I am an ISP KILLER

my first ISP was through a university....they no longer have that service

my next ISP was the free one that came before NetZreo....I used them when my school ISP was too crowded...and I hacked the ad bar away......that company died right as netzero was somehow pulling cash to get started

so I went with Netzero.....they went bankrupt

I had Bluelight also for a bit....they went under (and Kmart too)

then I got went BIGTIME and got Sprint Ion....they ditched it even though I still think it was the best ISP I ever had....I even got money from them for dropping me....crazie!...I still have my hub

then I went with Direct TV DSL.....right when I found out I had to drop them they dropped the service....I can't remember if I had to pay them to drop or I got out of it because they dropped DSL right after I canceled.....but I did keep the modem when I found out they were out of the DSL game

at the same time I had ION and then Direct TV I worked for @Home doing support.....DEAD!

when I moved I had Cox cable.....Cox sold my area to Suddenlink right after I moved houses and ditched Cox....I still think Cox might have an "Adelphia" moment or they might get out of cable and sell to someone who will probably go under....and I think Suddenlink could have their day in chapter something also

and just recently I did a quicky sting doing support for Comcast

so to keep score

3 dialup killed

2 DSL killed

1 Cable killed

1 Cable sold off (and I think the former and current owners are due for their "Adelphia" syndrom")

and I just did time for Comcast

and now Comcast is on a crap buying spree....like @Home as someone correctly pointed out

content, browsers, locker space, fancy email, security suites, expanded support for non-ISP provided equipment, and any other BS is DEATH for an ISP!

daslog

join:2002-04-10
Milford, NH
reply to TKJunkMail
Re: Advertising only small part of Comcast revenue

Maybe they should skip the portal business, but if they do they start moving towards a dumb pipe provider.

I'm sure they scares their senior management.


TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast

said by daslog See Profile :

Maybe they should skip the portal business, but if they do they start moving towards a dumb pipe provider.

I'm sure they scares their senior management.
Only a dumb pipe for Internet revenues. Most of their earnings still come from their video/TV business which is all content. So the dumb pipe argument only applies to a relatively small part of their total revenues.
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daslog

join:2002-04-10
Milford, NH
For now at least....

We seem to be heading to an "on-demand" model which could dramticly reduce traditional advertising revenue. I suspect Comcast sees this coming as well.


TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast

said by daslog See Profile :

For now at least....

We seem to be heading to an "on-demand" model which could dramticly reduce traditional advertising revenue. I suspect Comcast sees this coming as well.
Good point. Now and 10 yrs from now can be very different playing fields.
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b10010011
Whats a Posting tag?

join:2004-09-07
Bellingham, WA
·Comcast Formerly ..

reply to telcolackey
Re: Isn't this what killed @HOME?

said by telcolackey See Profile :

Maybe Nokia's CEO should stick to only making cell phones??
What else does Nokia make?

I can not think of one other thing right off the top of my head.

walliser

join:2002-01-27
Philadelphia, PA
They also make the backend gear that allows you to use those Nokia.


sporkme
drop the crantini and move it, sister
Premium,MVM
join:2000-07-01
Morristown, NJ
Their newest portal...

»www.youporn.com/

Like YouTube, but for pixellated porn served up with Flash. Awesome idea, Comcast!


telcolackey
The Truth? You can't handle the truth

join:2007-04-06
Death Valley, CA

reply to b10010011
Nokia should stick to cell phones

1 Mobile phones
2 Digital television
3 ADSL modems
4 Wireless LAN
5 Telephone switches
6 GPS
7 TETRA
8 Internet tablets
9 Security solutions - firewalls
10 Software solutions

»en.wikipedia.org/wiki/List_of_Nokia_products


supergirl

join:2007-03-20
Pensacola, FL
reply to Morac
Re: Isn't this what killed @HOME?

@Home paid $11 billion for Excitedotcom.

Wonder where Excite goes?

I know some company bought them for like $100 million.


calvoiper

join:2003-03-31
Belvedere Tiburon, CA

As long as they don't bring back "the wheel"....

This sounds strangely reminiscent of some of their past re-dos of their comcast.net home page--it's all just cr@p that some clueless execs approve based on third rate talent convincing them that they can compete with serious and established content players.

The problem with these major ISPs playing in the content arena is that they can't fail. Unlike content startups, where failure means you lose the business and your job, the decisions here are being made by execs who are safe and comfy--they lack the incentive to really care about how well they do.

calvoiper
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Forums » Comcast: The Pipe And The Content


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