Comcast (CMCSA) looks like it's going to be a tough competitor for years to come as it continues growing and outpacing its competitors. With the recent addition of 1 million new high-speed Internet customers through its investment in Adelphia, it increases its market position in a strong way.
They've also made other good moves, such as their long-term partnership with Disney (DIS) to distribute content via the Disney Channel, ABC and ESPN.
From this foundation they're moving now into increasing their position in its triple play of offering bundled cable, Internet and telephone services.
This, coupled with the fact that they've completed the long process of creating their new digital infrastructure, allows them to focus on growth and marketing.
There is also the strength of the Roberts family which controls 33% of the votes, and which knows how to run the business, which gives it stability and long-term sustainability that can be counted on by shareholders.
Another strong aspect of the company is that although it's inevitable that the telcos will gain more access into this market, the time it will take them to build up a system reaching across the numerous markets, Comcast will have opportunity to increase its competitive position.
With revenue for 2005 being $22.3 billion, it is still a company that has a lot of opportunity to grow for a long time.
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