Thanks, Brian
Roberts and his team spent some 8 hours discussing plans and fielding questions. A smattering of the day’s hot topics: Digital: Going all-digital doesn’t mean people must chuck their analog boxes. "Not all people have to go digital," Roberts says. Instead, Comcast is considering simulcasting digital and analog signals with a 10-1 compression. It plans to trial simulcasting in a few markets this year. Wireless: It’s not something Comcast is focused on, as mgmt doesn’t see it as an intricate part of the bundle until VoIP is further along. But VoIP is moving quickly. If it chose, Comcast could roll out VoIP to 50% of its footprint next year. So, wireless’ day may be coming. Content Acquisitions: There comes a point when you have to ask how much of your company you are going to have to give up to make an acquisition, Roberts says. "We didn’t want to give up more of our company. We can partner with people. We can start channels. There are other ways [besides buying Disney, for example], and we’ve decided to move on." — In Sum: If one theme emerged, it was the vision of cross product integration. Execs repeatedly emphasized voice can be tied to the TV, the PC can be tied to the TV, etc. Comcast is thinking beyond caller ID on the TV and working on features such as creating Web access to voicemail by linking voice and data. For example, a sub could opt to listen at the PC to a message, or click on a name to call someone back. Other examples could include eventually allowing customers to access SVOD programming, such as HBO’s "The Sopranos," via their broadband connection.