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Media Stocks Midyear Assessment

Strictly Business

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Comcast's Future in the Media Business

I think there's a question of whether Comcast even needs to be in the media business, especially at a time where this is a year they've had some key executive exits. It's a really critical time for Brian Roberts, who I think people have wondered whether he's got to make another big deal. They thought EA was going to be a deal last year. He didn't pull the trigger on that. He's got to do something. And I don't know what that is going to be. Except for back to our other thread of this conversation, Comcast has long been in the crosshairs regulators because broadband is so important.

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