CMCSA

Both Comcast and Disney are climbing today.  While one or the other will "win" the bid for Fox, it will be ugly for either the winner or the loser.

Both need the content provider to bootstrap their recent difficulties.  Whoever wins will experience the "Winners Dilemma".  

Here's one for you. Pay extra not to be pestered.

Now let's roll this forward a couple of years. As soon as you get used to having no commercials, Comcast will start to increment the five dollars up and up and up. That has been Comcast's model all along.