There's no question that broadband growth will slow over time. But what we're seeing now is providers using aggressive pricing to entice new customers.
More Quotes from Jim Penhune:
They may end up being a victim of their own success. It may be a good short-term problem to have too many people interested in your service, but it's not something you want as a sustained problem.Jim Penhune
The biggest fear of cable operators like Comcast is simply becoming the provider of big dumb pipes. Comcast in particular has been struggling to build its portal business to give customers another reason to choose their service over a competitor's.
Jim Penhune
From a financial point of view, it's bad news for them in the near term.
Jim Penhune
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