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Xfinity Mobile is only the start of Comcast’s assault on the MNOs

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…

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