| reply to funchords
Re: Investors call Brian Roberts' tenure a "Comcastrophe" Thanks for the links, they are very telling, I am more optimistic that they may tell him to kick rocks.
This quote from the second link pretty much explains why they decided to go with the Sandvine approach instead of building up the infrastructure.
quote:
Comcast is feeling the pressure. Its traditional business is shrinking. It lost 94,000 cable subscribers last year. It did gain 331,000 new high-speed Internet customers in 2007, but the rate of growth has been declining, slowing by about one third over the previous year. That's probably one reason why investors aren't so hot on seeing more money poured into broadband infrastructure capital projects. Comcast continues to mine revenues from its existing broadband infrastructure by stealing away teleco customers with its digital telephone services, but the company does not appear to be interested in pushing basic broadband infrastructure deeper into rural areas, and efforts to provide higher speed Internet services in metro areas aren't exactly surging ahead.
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