I'm Quite Impressed With Comcast's Wireless Launches

I'm actually quite impressed by their level of success. I could tell in talks with the cable companies, you know, as they were launching and knew that this was going to be a very big and serious effort. It just feels like it's like night and day compared to what we saw during the pivot days from Sprint-cable joint venture 15 years ago. But also one thing that's sort of missing from a lot of people's analysis is what they're doing at retail. They're ready for mobile now in a way that they weren't 15 years ago."