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Blogs about CMCSA

Blogs	Description	Date Updated
Stocks to buy when markets crash -- lessons from Philadelphia Phillie Chris Coste	Filed under: Products and services, Competitive strategy, Apple Inc (AAPL), General Electric (GE), Comcast Cl'A' (CMCSA), Research in Motion (RIMM), Stocks to BuyThe name of Chris Coste probably is not familiar to most investors. Heck, most fans of the Philadelphia Phillies never heard of the journeyman catcher until he made the team after languishing in the minors for more than a decade. But even investors who may not know the difference between a baseball and a football should get to know his ...	June 26, 2008
Off To NYC so a Morning linkfest Instead	Not for a lack of ideas, let’s see what the blogosphere has fpr you: 1. Jim Cramer is building a wind play (his mouth and ass have been stapled shut and he is being force fed beans) - go watch the video . 2. A broken, but interesting ‘China is getting Fatter, Fatser than us ‘ Play - MEND (sent in from a friend in the business that sells their product overseas. 3. Always lots of good new ideas coming from Jeff on StockTwits. 4. The Stock Jockey has been one of my favorite f...	June 24, 2008
Juniper: U.S. Carrier Demand Softening, Stifel Says	Juniper Networks (JNPR) is seeing some slowing of its U.S. carrier business, according to Stifel Nicolaus analyst Sanjiv Wadhwani. Wadhwani, just back from the NXTComm trade show in Las Vegas, says his research at the show lead his to believe Juniper’s current quarter is tracking in line with expectations. But he says that “contacts suggest that visibility and pipeline seems to have reduced slightly versus 6 months ago.” Wadhwani contends AT&T (T) and Verizon (VZ) have slow...	June 18, 2008
Verizon gives up the phone business, at least for some	Filed under: Consumer experience, Competitive strategy, Comcast Cl'A' (CMCSA), Verizon Communications (VZ)Verizon (NYSE:VZ) had decided that customers do not have to be landline clients to get the company's new fiber broadband and TV service. In other words, it is willing to walk away from its core business to move into the future. According to the AP, "Surveys point to about one in seven U.S. households now lacking landlines." More people are using their cellphones instead of the traditional h...	June 15, 2008
SeaChange International (SEAC): Price defines bullish 'pennant' consolidation	Filed under: Earnings reports, Walt Disney (DIS), Comcast Cl'A' (CMCSA), Verizon Communications (VZ), Technical Analysis, Stocks to BuySeaChange International (NASDAQ: SEAC) supplies digital server systems and software used by television and cable operators to automate the distribution and management of advertising, movies and other programming. Its ITV System allows operators to offer video on demand, pay-per-view, local ad insertions and other interactive services to subscribers, while its VOD...	June 04, 2008
Comcast Looks To Sell 2% of Basic Video Subs, Pali Says	Comcast (CMCSA) is looking to sell about 2% of its basic video subscribers, which would be about 400,000 to 500,000 subs, according to Pali Research analyst Rich Greenfield. He says the company has hired investment boutique Waller Capital to shop some of its smaller systems. Greenfield writes in a blog post (can’t link, it’s password protected) that “while the value realized from selling less strategic systems may not be accretive to a company’s overall valuation, it can...	May 22, 2008
Media old fogies spend big on New Media	Filed under: CBS Corp 'B' (CBS), Comcast Cl'A' (CMCSA)Over the past couple weeks, I've attended several conferences, such as Warrillow and Digital Hollywood. Of course, a big topic is New Media - and how it will somehow kill Old Media. But, it seems that Old Media is still alive and well. In fact, this week we've seen some key media deals; that is, CBS' (NYSE: CBS) $1.8 billion deal for CNET Networks (NASDAQ: CNET) and Comcast's (NASDAQ: CMCSA) $175 million purchase of Plaxo. Funny enough, ye...	May 15, 2008
Wall Street Rumors, May 15, 2008	Daily rumors covering the global markets. Subscribe to the daily update feed here. CBS Agrees to Buy CNET CBS Corp. (NYSE:CBS), agreed to acquire online news provider CNET Networks Inc., (NASDAQ:CNET), for about $1.8 billion, just as CNET’s battle with dissident shareholders was heating up. IAC to Buy Lexico to Boost Its Ask.com As part of its efforts to bolster its Ask.com search engine, IAC/InterActiveCorp, (NASDAQ:IACI), plans to buy Lexico Publishing Group LLC, the owner of Dictio...	May 15, 2008
CNBC Bonus Bucks Trivia: Mark Travis said he likes “redneck stocks.” On April 24, The CIO of Intrepid Capital Funds recommended:	Mark Travis said he likes “redneck stocks.” On April 24, The CIO of Intrepid Capital Funds recommended: Comcast (CMCSA) Anheuser Busch (BUD) Speedway Motorsports (TRK) International Speedway (ISCA) Sponsor: Financial Education Everything you need to know about finance ...	May 12, 2008
Thursday's Upgrades and Downgrades	UpgradesHealthcare Services Group (HCSG)- CL King Neutral » Strong Buy Middlesex Water (MSEX)- Janney Mntgmy Scott Neutral » Buy Fannie Mae (FNM)- Fox Pitt Underperform » In Line NYSE Euronext (NYX)- Sandler O'Neill Hold » Buy California Pizza (CPKI)- KeyBanc Capital Mkts Hold » Buy Arch Chemicals (ARJ)- KeyBanc Capital Mkts Underweight » Hold Youbet.com (UBET)- Brean Murray Hold » Buy Housevalues (SOLD)- Cantor Fitzgerald Hold » Buy Anadarko Petro (APC)...	May 08, 2008

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