The initial response to Comcast’s announcement of its first cellular service, the upcoming Xfinity Mobile, was generally flat to neutral. However, with time for reflection, some observers are taking a more positive view of the cableco’s ability to disrupt the US market, especially now it has $1.7bn worth of 600 MHz spectrum to strengthen its hand and reduce its reliance on its Verizon MVNO deal (see separate item). And in the five-year timescale, the cableco has a significant opportunity to disrupt the US market, especially now it has its own spectrum, and if it forms alliances with other cable/WiFi players and potentially makes a bid for T-Mobile. Comcast’s return to spectrum ownership comes after six years – along with other…