Home » Stocks » Time-Warner Cable Bear Case Scenario $TWC, $CMCSA, $NFLX

Time-Warner Cable Bear Case Scenario $TWC, $CMCSA, $NFLX

Cable Snipping is increasing. Cable is a high fixed cost business. How much longer until the tipping point?

Many content providers such a Netflix, Hulu and perhaps others yet to be developed only require high speed internet. TWC as a brand may become irrelevant.

Customer Service still lags major competitors. They seem stuck in the muck.

Wireless offerings are not fully developed and easily beaten in the market place. Fixed line mentality resigns supreme.

Existing lines of business are eroding. Telephone land lines are disappearing. Telephone companies are stealing internet customers. Margins are shrinking.

George Gutowski writes from a caveat emptor perspective.

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