Thor Von Thorson's Thoughts & Speculations

[Thor Von Thorson]

The plot gets thicker... Triad doesn't do Facebook posts too often (the last one being from Sept. 1), but they did post something new just yesterday.
It was a link to this article:

http://www.fiercecable.com/cable/comcast-to-lead-doubling-consumer-broadband-pricing-analyst-says

It was this last part that got me thinking...

New Street’s bullish take on the top three publicly traded U.S. cable companies—Comcast, Charter and Altice—also included a nod to Comcast’s early wireless efforts.

“Comcast has been pleased with the early results of its wireless offering,” New Street said. “We continue to believe the economics of the offering, which leverages an MVNO with Verizon, are much better than the market appreciates. We estimate incremental margins of ~20% today, rising to over 40% in time. While these economics are adequate, we believe that Cable will eventually seek owners economics, through network sharing agreement, or an acquisition of a Wireless carrier.”