Friday, January 14, 2005
Comcast Waited to Please Investors
theStreet.com: "Prudential's Katherine Styponias wrote on Comcast's launch of cable modem-based calling, 'The economics behind voice are compelling. We estimate that the capital requirements for adding a voice subscriber to the cable platform are approximately $275 all-in. This includes the cable modem, battery back-up, switch costs and installation. This is roughly half the cost of adding a voice subscriber to a traditional circuit-switched architecture.'"
