lt cap,

Thanks for keeping an eye on ERIC and the info on differentiation. I sometimes wonder whether the 'sympathy' positive or negative move - based I guess on the more likely assumption that what's bad for you is bad for me, rather than differentiation. I'd guess the 'corrolation' thesis is more right than wrong. Or maybe it's that (I think the number is) 70% of trades are placed by computers. Algorythms would rule such things, at least short term. If so, the thesis that as one company differentiates itself going forward (e.g., earnings don't correlate with those announced by company 'A'), it turns out well for stocks like NOK as/when/if they can provide proof of differentiation. Your post mortem on ERIC sounds like they're dead ducks.

I might posted this before, but I dug into what Comcast plans are available to me, and found notice that in a number of markets they are implementing/experimenting that as part of your internet contract, you have 1 terrabyte of data per month to download. If you exceed that, they give you two or three warnings, after which downloading data in excess of 1tb results in what essentially sounded like a 'forced buy' of 50gb of more data.  And, I'd guess, each subsequent one will nick your wallet again.

While still in the 'testing' phase in certain markets, it sounds to me like a throttling plan, basically. I can see, and have heard, that such caps are meant to limit pirating of software - at least excessively. But I don't know about services like Netflix (I have no cable or such services) - are the data downloads of movies significant, and would they be included in such a cap? How easy is it to get to 1tb/month? So I'm wondering whether, like the telecoms, this is more foot-dragging on infrastructure improvement. Or maybe Netflix and such, being a 'service' isn't counted towards the limit. But if it is, when 4k becomes mainstream.....(one of the content provider recently said it was moving to all 4k availability- Hulu? I don't quite recall)