While Comcast [CMCSA] and Cox [COX] last week reported solid 2Q number, the loss of basic subs was cause for some concern on the Street. UBS downgraded Comcast and Cox to "Neutral 2" from "Buy 2" Fri, saying DBS "continues to aggressively target cable’s unbundled subscribers in the near-term." While Cox did especially well with its bundle, UBS noted that 60% of subs remain in the analog camp, and their defection to satellite continues to be cause for concern. Comcast finished the week down 14 cents to $27.30, while Cox closed down 50 cents, to $27.58.

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Next Frontier: CableLabs Explores More than Speed Connectivity Era

Internet speed records are all the rage these days, with two separate breakthroughs making the headlines recently. One is more in the distant future, but the other hits closer to home.

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