Element: Customers love fiber

Customers around the world are still choosing fiber despite cable upgrades. Improved cable is essentially equal to fiber for 99% of practical uses. All of Comcast will get cable uploads of 100 or 1,000 megabits. (DOCSIS 3.1, not 4.0)

Most other cablecos have similar plans to quickly upgrade. It’s cheap: less than $200/home. Comcast doesn’t even have to increase capex.

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