“We doubt that this breakup will occur. Instead, we expect one or both Comcast units to merge with peers or competitors. We believe the breakup plan is strategic to Comcast because it is a legitimatel…”
“We believe the breakup plan is strategic to Comcast because it is a legitimately good idea that also strengthens Comcast’s negotiating position with partners who will not want to wait 1-2 years for a…”
