Comcast缺乏以合理价格实现的快速增长；可能分拆为NBCUniversal与竞争性宽带业务，释放出可能退出的信号。
逐段跳播
好。你在Comcast身上看到了什么？对我来说，这不是一个增长迅速且价格合理的生意。这里发生了什么？是的，Comcast在我们公司内部是一家有争议的公司。有些人喜欢它，有些人不喜欢。
我现在认为Roberts家族看起来已经准备好可能退出。他们现在正把它拆分成两家公司。就这样。你知道，你会有NBCUniversal，然后你会有Comcast的宽带业务。但宽带业务是一个极其艰难的领域。
你将面临大量竞争。固定无线，你还会遇到Starlink和其他公司。尽管Starlink
Good. What do you see in Comcast? For me, this is not a business that grows quickly and at a reasonable price. What's going on here? Yes, Comcast is a controversial company within our company.
Some people like it, others don't. I now think the Roberts family looks ready for a possible exit. They are now splitting it into two companies. That's all . You know, you'll have NBCUniversal, and then you'll have Comcast's broadband business.
But broadband business is an extremely difficult field. You will face a lot of competition. Fixed wireless, and you will find Starlink and others. Although Starlink
这个频道对 $CMCSA 的历次判断
The Compound 在这只股票上只有这一条判断。