In the case of Comcast, we're taking a lot of our technology into the cloud, so you don't need a new box every time you want to innovate. And it's all speeding up.
Sentiment: POSITIVE
We must speed up the deployment of broadband in order to bring high-speed data services to homes and businesses. The spread of information technology has contributed to a steady growth in U.S. productivity.
When you lower the cost of access to space, a boom of innovation follows, just as low-cost fiber optics paved the way for the Internet and the cloud services that followed.
Comcast rents modems directly to consumers, thereby competing directly with companies like Zoom. It has every reason to make Zoom modems more expensive or even to drive companies like Zoom out of business.
We think a modern cloud lets you decide when you want to upgrade. We don't decide for you.
In general, we need America to take its game up a notch when it comes to broadband. It's important to acknowledge the billions and billions of dollars of investment in fiber. But we need more.
The reason people talk about cable cutting is they imagine the price burden will get so high that people won't be able to pay it. They're missing something: that the actual price of the electronic package is going down. They've got their Internet, phone, TV, all of it. Now people are using more and more stuff for less.
Succeeding in network prime time has gotten tougher. Every day, several thousand homes are wired for cable, and more people are buying videodisks and video cassettes. That all represents competition.
We feel there is already widespread broadband available today.
Small businesses were slower than large businesses in adopting broadband. One of the reasons was they were concerned with putting their customer lists online or in the cloud.
Devices are getting smarter - your television, your car - and that means more data spread around. There needs to be a fabric that connects all these devices. That's what we do.
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