Cable's Wireless Pass Fails To Reassure Investors

摘要

Investor skepticism toward cable MSOs reached new levels after Comcast's 12/5 guidance revisions (see P. 2). Not even news the public MSOs would not be bidding billions in the upcoming 700 MHz auctions swayed investors: Our MSO Average was -8% for the month through 12/17 and -27% YTD (see below).