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Todd Mitchell of Kaufman Bros. analyzed E* and D*'s third-quarter results. His main conclusion was "Change in the competitive dynamics of the pay-TV business as a result of cable's shift to the triple-play has still not completely worked its way into the market."
It sounds like he likes Comcast better than either satellite stock, but he advocates waiting another quarter to see whether that triple-play bundle helps it.
Full story here: http://media.seekingalpha.com/article/20154
Thanks to Darkman for pointing it out.
It sounds like he likes Comcast better than either satellite stock, but he advocates waiting another quarter to see whether that triple-play bundle helps it.
Full story here: http://media.seekingalpha.com/article/20154
Thanks to Darkman for pointing it out.