2-24-2014
http://finance.yahoo.com/blogs/daily-ticker/mark-kiesel-on-netflix-comcast-deal-173540429.html
Comcast-Netflix deal could mean lower prices for cable subscribers
Mark Kiesel, deputy CIO at PIMCO, says the move by Netflix was ingenious.
Kiesel, who is bullish on Comcast, says a Comcast-Time Warner union will have $15 billion in annual free cash flow, putting this combined entity in "a unique position to negotiate contracts for its clients."
Even as cable bills are increasing for consumers, especially for premier content providers like Disney (DIS), Comcast can still use its bargaining power to push down prices, Kiesel says.
http://finance.yahoo.com/blogs/daily-ticker/mark-kiesel-on-netflix-comcast-deal-173540429.html
Comcast-Netflix deal could mean lower prices for cable subscribers
Mark Kiesel, deputy CIO at PIMCO, says the move by Netflix was ingenious.
Kiesel, who is bullish on Comcast, says a Comcast-Time Warner union will have $15 billion in annual free cash flow, putting this combined entity in "a unique position to negotiate contracts for its clients."
Even as cable bills are increasing for consumers, especially for premier content providers like Disney (DIS), Comcast can still use its bargaining power to push down prices, Kiesel says.
