Some of the trends we saw from Comcast should be reflected in the results of other cable operators.

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This is the next leg of growth for cable companies. That's where they have minimal share today and can gain rapidly.

194

None of them want to lead with price, so if you have a network that is better, it's great. Spending on voice calls is falling even without a price war, so they don't want to cut prices.

157

The appeal of the rural companies is that they have a lot less competition, fewer unknowns in their business and that they have decided to opt into these high dividend strategies, ... There is less chance that management will use cash for a significant acquisition or invest in things that are away from the core business.

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