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Transcripts For CNBC Squawk Box 20151027

Speak for yourself on what the big one is that everyone will be watching. Theres another big one . Theres only one big one as far as im concerned. Comcast. Yeah. I think some other people are interested in apple but, you know, when you say the big one some people. They are both companies that have invested the market. Apple up 9 , comcast up 7 . There you go. Apple down in the last three months 5 though verses the market being off. A little bit of a rotation. Comcast has done better. With comcast i like to see because we talk all the time. Is it glacial or is it greatly exaggerated or is it happening quickly and im talking about your cord cutting and worries about old media. My view on comcast dont try to pretend like you have always liked it. You have thrown that in with the rest of the old media. I do not. Because we have the nbc portion which is the content portion which i think longterm that is but the pipes are great too. It doesnt matter if you cut the cord because you still need

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