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<blockquote data-quote="MusicalBuzz" data-source="post: 883660" data-attributes="member: 5555"><p>Alluding to my other posts on this, what I CAN say — because I work in finance overseeing construction activities — is that Cox, Comcast, others are today spending billions upgrading plant specifically to support future expected demand, eg steaming. Perhaps I shouldn’t share numbers.. but as small as Cox is, it is $350M this year alone, and increasing next several years. It is a huge and primary investment for the future for all internet providers, with varying degrees of aggressiveness where Cox is on the high side (which probably helps no one on this board). Though the state of the economy and much lower than expected revenue is already affecting long term plans (I wish I had sold my Comcast stock last year).</p><p></p><p>How does this relate to B1G expansion? All the TV deal money everyone’s after has downstream effects, re winners and losers.</p></blockquote><p></p>
[QUOTE="MusicalBuzz, post: 883660, member: 5555"] Alluding to my other posts on this, what I CAN say — because I work in finance overseeing construction activities — is that Cox, Comcast, others are today spending billions upgrading plant specifically to support future expected demand, eg steaming. Perhaps I shouldn’t share numbers.. but as small as Cox is, it is $350M this year alone, and increasing next several years. It is a huge and primary investment for the future for all internet providers, with varying degrees of aggressiveness where Cox is on the high side (which probably helps no one on this board). Though the state of the economy and much lower than expected revenue is already affecting long term plans (I wish I had sold my Comcast stock last year). How does this relate to B1G expansion? All the TV deal money everyone’s after has downstream effects, re winners and losers. [/QUOTE]
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