All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.

The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.

These are finally the numbers that investors are looking for.

The key story at the cable unit continues to be their digital telephone product.

Cablevision is now definitely taking back share from satellite TV.

Clearly, private equity investors see that that the glass if half-full here.

If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.

The costs of these networks are far beyond what the returns of the new services can provide.

Their voice launch appears to have boosted results in other areas as well.

It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.