Jun. 8 at 5:04 PM
$CHTR The bull case is that the market may be missing an important technology upgrade cycle. Charter and other cable operators are rolling out faster, more symmetrical internet speeds that can better compete with fiber — without needing to spend the same amount of capital per home. Fiber operators may need to spend
$1,500 to
$2,000 to connect a home, while Charter’s cable upgrade costs may be closer to
$100 to
$200 per home.
