Jonathan Atkin

It would be a great buying opportunity if the tower stocks got significantly hurt by news of a wireless merger,

It would be a great buying opportunity if the tower stocks got significantly hurt by news of a wireless merger,

Some of the trends we saw from Comcast should be reflected in the results of other cable operators,

Some of the trends we saw from Comcast should be reflected in the results of other cable operators,

Some of the trends we saw from Comcast should be reflected in the results of other cable operators.

Some of the trends we saw from Comcast should be reflected in the results of other cable operators.

None of them want to lead with price, so if you have a network that is better, it's great. Spending read more

None of them want to lead with price, so if you have a network that is better, it's great. Spending on voice calls is falling even without a price war, so they don't want to cut prices.

This is the next leg of growth for cable companies. That's where they have minimal share today and can gain read more

This is the next leg of growth for cable companies. That's where they have minimal share today and can gain rapidly.