| reply to pnh102
Re: Saturation As long as they can keep reducing costs and increasing margins, they don't need new customers. The wind is still at their back, and some products, like digital voice (which likely has near 50% gross margins), has yet to saturate.
Comcast really dosn't have much to worry about short-mid term. The telco's are the most vulnerable, between the landline losses, inferior last mile woes forcing them to compete on price, and threats to their wireless division (network crushing iphones, android phones, and other 'multimedia' smartphones, and crap like google voice). |
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| Tale of the tape on 1 slide Unless Comcast buys up some more smaller cable companies, their growth potential is definitely slowing down as this slide shows:
»phx.corporate-ir.net/External.Fi···PTM=&t=1
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| If I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... |
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cacoPremium
join:2005-03-10
Whittier, AK | reply to fAcEtIOUs
On video side I would agree with you but penetration rates on cdv and chsi still leave a lot of room for gaining additional RGUs. My only concern is that if economy keeps up at current pace it will be extremely hard to find news customers who can afford to pay for services. Another concern is cdv and folks ditching home phone service entirely due to economy and going cell phone only and we have seen this happening already with telco landline losses. IMO home phone service is on a speeding path to be a free perk provided on top of regular internet service.
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CorydonCultivant son jardinPremium
join:2008-02-18
Denver, CO | I think you have to keep a close eye on the Clearwire rollout wrt home phone customers.
Once they get a critical mass there, I think it's only a matter of time before they offer a wireless device that (a) allows tethering and (b) offers their "home phone" service pretty much anywhere (which can run off the their VoIP/DECT6.0 service in the home and do VoIP over Clearwire everywhere else).
They're already working on integrating their services onto the home phone platform. It wouldn't be hard to transfer that experience to wireless once that is ready.
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| reply to Karl Bode
said by Karl Bode:If I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... Comcast successfully challenged it in 2001, but the FCC re-imposed it with a new, but still bogus arguments.
Comcast has been challenging it again. Comcast was supported by fellow cable companies (and potential M&A). Interestingly, Verizon supported Comcast in the case.
'»www.broadcastingcable.com/articl···eals.php'
Arguments at the D.C. Circuit Court of Appeals were in late April, and the judges sounded like they will strike it down again.
A decision could come anytime now. |
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