250GB, or "125 standard definition movies," will be Internet service provider Comcast's new cap on monthly bandwidth usage for downloads, according to a release from the company — which confirms some rumors and shoots down others. Which is 200GB short of what cranky customer Dave Winer has been reported to use. Better send some cupcakes to your friendly Comcast support representatives on Twitter for overage indulgences. [DSL Reports]

So that's what those things are. The box in the photo holds equipment for AT&T's U-verse cable service. The grumpy guy is David Crommie, president of the Cole Valley Improvement Association. He's torqued because AT&T got an exemption from environmental review requirements to install up to 850 of these things around the city. You'll also see smaller green boxes on city sidewalks — those are Comcast's. Verizon manages to bury all its equipment underground. The CVIA has stalled AT&T's plans, but the San Francisco Daily Post reports that "AT&T is now expected to reapply for exemption." (Photo by AP/Paul Sakuma)

After a flurry of weekend headlines further detailing the closely guarded plot to offload MGM, studio reps are firing back today with public denials that the anemic, mute, tired old Lion could soon have another new cage to laze around. And now we don't know who to believe! Is it BusinessWeek, which followed up last week's rumored Kirk Kerkorian 4.0 lowball offer with the news that Goldman Sachs is back on the scene to engineer a sale? Or is it the big, happy, skittish family at MGM HQ itself, which would require an official clarification to be issued these days even if someone said its coffee maker was broken:

A Comcast spokesman contacted an IDG reporter whose report bubbled up to the New York Times today: "Comcast has made no final decisions on how to manage network congestion, despite news reports Wednesday that it will slow traffic for heavy users for up to 20 minutes during times of peak network use." More likely, said the spokesman, the heaviest network traffic users will be slowed for a minute or two at a time whenever parts of Comcast's network get congested. Comcast has been forbidden by the FCC from blocking applications such as BitTorrent outright. But stupid quote of the day comes from the guy at Public Knowledge: "If there was competition, could you slow down your best customers?" No, you could charge them more. (Chart by the Max Planck Institute for Software Systems)

Broadband growth has fallen by half in a year. Cable and telephone providers of high-speed Internet signed up 887,000 net new customers last quarter — half of the number of signups in the same period last year. Because of market saturation, companies are focusing more on selling faster, more expensive services. Nationwide, cable companies have 35.3 million broadband customers while phone companies have 29.7 million. AT&T is still the nation's largest Internet service provider with 14.7 million customers, followed by Comcast with 14.4 million customers. It's good news for AOL and EarthLink, which are profiting from a core of dial-up subscribers reluctant to embrace DSL or cable Internet. [AP]

When Comcast was caught blocking file sharing on its network, the Federal Communications Commission seemed to strike a blow in favor of peer-to-peer startups everywhere by fining the cable company. Observers assumed that the FCC decision would open the field for file sharing to turn into a legitimate business. But for BitTorrent Inc., a San Francisco startup seeking to commercialize the BitTorrent file-sharing protocol, the move against Comcast led to layoffs instead. The ruling may ultimately prove fatal to the company.

Selling DailyCandy to Comcast for $125 million, Bob Pittman earned a 36x return on his 2003 $3.5 million acquisition of the company. Pretty sweet. But investors who bought into the company during its last funding round in 2006, and any employees who joined the the email newsletter for women since then, didn't do nearly so well. As VentureBeat reminds us, that round set DailyCandy's value as high as $140 million. Any shareholders who bought in then are going to lose money on the deal, unless they had a liquidation preference which allowed them to get their money back. That money, in turn, would have come out of the hide of employees, whose common shares would be diluted by shares issued to make the investors whole. So while DailyCandy's sale will renew respect for the one-time, one-eyed AOL boss Bob Pittman's dealmaking abilities — we heard Comcast wanted to pay just $75 million — working for him seems to be a suckers' bet.

In selling DailyCandy to Comcast for $125 million, Bob Pittman has notched a 36x return on the email newsletter he bought in 2003 for $3.5 million. We had heard that Comcast was trying to get it for $75 million, marking sharp dealmanship by Pittman to get the higher price. The long-rumored deal has done much to restore Pittman's reputation as a businessman after the disastrous AOL-Time Warner merger. [Silicon Alley Insider}

Someone forgot to tell Comcast that by slowing down BitTorrent and only appointing a single Twitter Appeasement Specialist, the company had banished itself to the long tail of failure. The world's most hated ISP reported $632 million in earnings on $8.55 billion in revenue. Wall Street analysts had expected closer to $700 million, but investors kicked the stock upwards anyway. Traders beware: Silicon Valley now has a hundred influencers who will blog Comcast out of business in Q3. Dump now! (P.S. Firefox doesn't think "influencer" is a word.)

• The market turmoil hasn't hurt Bruce Wasserstein. Lazard reported a 5 percent gain in profits during the second quarter. [Dealbook]

On Friday, the five commissioners of the FCC are set to vote on whether Comcast should be punished for interfering with traffic over its network. Comcast won't have to worry about fines — at worst, the Internet service provider will only have to agree to stop the specific practice of blocking peer-to-peer BitTorrent traffic and disclosing to customers what network management it practices, which the the company already does. So why should you care?What's important is that if the vote passes, it will set a precedent that strengthens the FCC's claim on jurisdiction over regulating the Internet by giving some teeth to the agency's Internet Policy Statement from 2005. Republican chairman Kevin Martin can count on majority, thanks to the support of the two Democrats on the commission, and the motion is expected to pass. But not unanimously, as Republican commissioner Robert McDowell doesn't approve. He penned a dissenting opinion piece in the Washington Post arguing for the preservation of the laissez faire status quo for ISPs: "If we choose regulation over collaboration, we will be setting a precedent by thrusting politicians and bureaucrats into engineering decisions." (Photo by AP/Stephan Savoia)

I couldn't help but notice a trend in the New York Times report about bloggers and Twitter users who have gotten superior service from Comcast after complaining about the cable company online: They are all white. Brandon Dilbeck, William Pomerantz, Lyza Gardner: white, white, white. Oh, and all involved with the technology industry. And yet they all seem to be under the delusion that they are powerless and that no one listens to them. In fact, Comcast has assigned a white person, Frank Eliason, to listen to white people's complaints on Twitter and blogs full-time. Gardner seems like an especially noisome kind of white Twitter user — the one who will gladly talk behind your back when you're not listening, but then acts surprised when you overhear her:

Former AOL boss Bob Pittman's Pilot Group Ventures is rumored to have sold its popular email list DailyCandy to Comcast for $75 million. We're not so sure. DailyCandy is for sale — we hear Pittman's lieutenants have acted like absentee landlords during site's redesign — but that if sold, "it would be for much much more." Gossips have also suggested Yahoo as a potential buyer — all of which may well be noise issuing from the Pittman camp, meant to extract a higher price from Comcast.

Did Bob Pittman sell Dany Levy's email newsletter, Daily Candy, to cable giant Comcast for $75 million? That's the rumor. [Gawker]

We heard last week that Daily Candy, the email newsletter for lady shopaholics, was about to be sold. Now digital PR man Adam Isserlis is floating the name of the rumored acquirer: Comcast, one of the two consumer-unfriendliest companies in America! The rumored price is $75 million, a bit below the $100 million+ controlling shareholder and former AOL second-in-command Bob Pittman has been seeking since 2006. But that's still not bad for an email list. The question is: Why Comcast? What the hell is a cable company doing buying a content play? Shouldn't the very presence of Bob Pittman, spectre of the darkest days of the failed AOL-Time Warner merger, remind Comcast of how ill-advised this sort of vertical empire building can be? Meh, Comast is on a roll and doesn't want to hear it.

Broadband provider Comcast is pushing back against New York state attorney general Andrew Cuomo's demands to support his anti-child-porn campaign. Comcast and 16 other ISPs signed an agreement with the National Center for Missing and Exploited Children, which maintains a blacklist of suspected illegal porn sites — but for Cuomo's office, that isn't good enough. They insist that in addition to blocking websites, Comcast must fall in line with Time Warner Cable, Verizon, Sprint, AOL and AT&T in shutting customers out of all or part of Usenet, the network of Internet-based discussion groups, and contributing funds to root out more child porn providers. It's not the most practical or even Constitutional approach, but a good move for headlines. Comcast has until Friday to respond to Cuomo's request to sign his code and kick in the cash. (Photo via Bloomberg)

When Scott Moore reorganized Yahoo's media business in April, we called VP Karin Gilford, head of Yahoo Entertainment, "the big winner." Now she's just another goner. Gilford has quit the company and will take a new job at Comcast. We admire Moore's ability to regularly crush the competition — In May, for example, Yahoo! News had 38.8 million users to AOL News' 29 million — but we wonder if Moore's shitkicking winniness might also crush his own reports. That Gilford joins a long list of Moore's reports who have suddenly exited the company doesn't do much to defend Moore's reputation. Former head of Yahoo Entertainment Vince Broady is gone. So is onetime Yahoo News editor Neil Budde. Yahoo Music boss Ian Rogers only gave Moore two days' notice when he left. Instead of running Yahoo Food like she used to, Deanna Brown is busy running Scripps Interactive to the company's notable profit. Here's an example of Gilford pitching Yahoo in happier days:

Comcast could be subject to an "enforcement action" if the regulators at the FCC vote on August 1st to approve chairman Kevin Martin's proposed punishment for improper network management policies by the Internet service provider. Meanwhile, the boastful buccaneers at The Pirate Bay want to develop universal network traffic encryption meant to make the entire Internet a samizdat free from government and telco prying eyes. [AP] (Photo by AP/Jeff Roberson)

Comcast subsidiary Fandago will acquire Movies.com from Disney for an undisclosed price. Disney doesn't expect any layoffs as a result of the deal. [paidContent]

Well, the Internet was fun while it lasted, but now three of the nation's largest service providers are going to shut it down and throw us all back to the dark ages of telephones and postage stamps. "Some people use the Internet simply to check e-mail and look up phone numbers. Others are online all day, downloading big video and music files. For years, both kinds of Web surfers have paid the same price for access. But now three of the country's largest Internet service providers are threatening to clamp down on their most active subscribers by placing monthly limits on their online activity."