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Alex Morris - TSOH Returns

The Business Brew

CHAPTER

Cable Is a Wild Card, Right?

The ability for Comcast to attack Verizon using its own infrastructure throughout their entire footprint is different from Verizon being able to bundle. It makes the marketing of Verizon's bundle very difficult, and I think that's a real issue. The average American has no interest in changing their wireless provider or their broadband provider unless there's a very good reason to do so. For those that don't listen over and over again to my disclaimer, this shit is not investment advice.

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