[LINK] Things to Do with 43 billion dollars - Was - Telstra vs NBN

[Tom Koltai]

-----Original Message-----
From: Scott Howard [mailto:scott at doc.net.au] 
Sent: Sunday, 17 April 2011 11:53 AM
To: Tom Koltai
Cc: link at mailman.anu.edu.au
Subject: Re: [LINK] Things to Do with 43 billion dollars - Was - Telstra
vs NBN

<SNIP>

>>100 million times $199 per month... = $238,800,000,000 P.A.
>>Their Market Cap is only $ 50,738,896,290.
 
>Seriously Tom?  Do you really think that there's be a 100% uptake, 

Of course not. I was just comparing apples for oranges. AU NBN take-up
vs. US Comcast zone take-up.

And it's Sunday.

>not only on Comcast Internet service at all, but at the 105Mbps speed,
or are you 
>just trying to waste everyones time with completely pointless numbers?


Well Scott, sometimes you have to read between the lines. 
It's an IQ test. 
Is Koltai for real or is he throwing out a line with a nice juicy worm
on it or is he just being sarcastic.

The clue was in the advice to the NBN to buy Comcast. Why anyone would
want to buy shares in a rapidly devaluing (8% per annum) dinosaur
remnant of yesterdays technology [cable TV], is beyond me and I would
never seriously recommend it.

In support of your claim of vexatious number LINK-casting by moi, there
are some in Tasmania 
that claim I was coming from somewhere to the left of Pluto, 
but in mitigation, I would suggest that all Taswegians arrived here from
some sci-fi program so their opinion needs to be filtered appropriately
((;-)). 

>(And that's ignoring the fact that their market cap is US$68B, not
$50.7B)

Wow that was fast - must have been a late off market transaction. At
market close, yesterday their value was according to the 
http://quotes.nasdaq.com/asp/SummaryQuote.asp?symbol=CMCSA&selected=CMCS
A $ 50,738,896,290

>I fit within that 100 million homes (and will be able to get this
service 
>from Comcast as soon as it's released in the next few weeks), but I
don't 
>have Comcast Internet.  Thus by your warped black-and-white logic,
nobody will buy it!

Aced it in one Scott. Who the hell would buy it for $199 or some other
restrictive three in one offer ?.

I may have been wrong about the bundle costing $105.00, but using the
old Journalists trick, the headline sucked in the readership.
The meme is out there... What meme ?

The meme about Docsis 3 technology developed 2 years ago permitting 100
Mb+ broadband, and Telstra not playing straight at the Cable round table
negotiations last year.

It strikes me that when one party enters a negotiation in bad faith and
misrepresents the real opportunity [to obtain an unfair advantage], then
the contract is null and void.
I could be wrong, but that would seem to be the normal legal route.


TomK