You are 100% right. I should say "without rate increase". More for the same. Or more aptly, as a trade-off. There were a lot of comments about, "this only benefits Comcast". If you are going to say this only benefits Comcast then you need to consider all the other changes only benefit the customer. In reality, it is of mutual benefit.
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This is so straightforward. Going from MPEG-2 to MPEG-4 free's up huge amounts of bandwidth. Comcast is using that bandwidth to increase internet speeds at least once a year, often more than that, for no charge. Comcast is paying for the equipment upgrades and free tech visits to swap equipment if you don't want to do it yourself. Comcast rolled out IP streaming to any device in the home at no extra charge. Comcast rolled out Cloud DVR for streaming of any DVR content in or outside the home at no extra charge.
So it looks like there was a trade-off. Much faster internet, more on demand content, more channels, more freedom to use any device, more mobile options, but more compressed picture for now.
When the move to 100% cloud based DVR and IP streaming is complete things will be more reliable, more flexible, more fast. There is no reason why once things go to IP streaming Comcast cannot allow content partners to store programs in any resolution they choose, since its all going to just be digging into a multi gigabit home connection that is used for every line of business.
As a customer, I am in favor of all of this, besides, if I want to watch a movie in high quality, I watch it on a source with the correct 24FPS and far higher bitrate than cable or satelite has ever provided.
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