Comcast Could Change Competitive Dynamics With NBC Deal

In the eyes of telecommunications and satellite TV providers, Comcast Corp. (CMCSK, CMCSA) could make an awkward transition from heated rival to a major content provider, if the Philadelphia company succeeds in buying a stake in NBC Universal.

The reported talks between Comcast and NBC parent General Electric Co. (GE) are still in the early stages, but any potential deal drastically changes the competitive dynamics. Rather than fighting for the best programming rates from NBC Universal properties, Comcast will be on the other side of the bargaining table striking deals with distribution competitors such as AT&T Inc. (T) or DirecTV Group Inc. (DTV)

Read Full Article from Wall Street Journal

- Posted: 2009-10-02 13:07:57

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