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I think this is just stock jocks cashing in on their own rumor-induced share movement.
It is an interesting thought exercise but as you noted I can't believe the Roberts family would sell Comcast to anyone. They're constructing the tallest building in Philly is a statement of longevity. Yet, given that the only real difference, tech and biz, is the last mile who knows. The bigger issue that could cause regulatory angst would be the concentration of media assets.
-- Brian Santo
Who needs cabling to cust prem? Less technically aware companies that make huge investments in one-way communication facilities like satellite.