Comcast (CMCSA) COO Burke At Goldman: Notes

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From Silicon Alley Insider

Goldman analyst Anthony Noto chats with Comcast (CMCSA) COO Stephen B. Burke:

Competition with Verizon and AT&T? Verizon has spent a lot of money to get where they are. Getting better results than AT&T. We have always questioned if they are going to get fair return for shareholders. Whether sustainable or getting kind of return they need, will leave that up to them. (VZ CEO Ivan Seidenberg presents tomorrow at 11:10 a.m.) Seems like most VZ Fios data customers are just upgrading from VZ DSL….continued