Chris 313
Come get some
Premium
join:2004-07-18
Houma, LA
clubs: | Time Warner Cable becomes Comcast
Wanna bet Comcast is gonna by the stake that Time Warner drops? |
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swintec
Premium
join:2003-12-19
Alfred, ME
1 edit |  Maybe...
Maybe Comcast will buy it. 
Crap you beat me to it. lol |
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majortom1029
join:2006-10-19
Lindenhurst, NY | verizon?
Verizon wouldnt be allowed to buy a stake right? Due to monopoly laws? |
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Derspankster
Premium
join:2003-02-12
Marion, OH
 ·RoadRunner Cable
·RoadRunner Cable
| reply to Chris 313
Re: Time Warner Cable becomes Comcast
said by Chris 313  :Wanna bet Comcast is gonna by the stake that Time Warner drops? You should not have quit school.
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I thought I made a mistake once but I was wrong |
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RadioDoc
58ef2c0
Premium,ExMod 2000-03
join:2000-05-11 | reply to majortom1029
Re: verizon?
Why not? Where is the monopoly?
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Toolmaster of La Grange. |
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Loker
Premium
join:2004-07-11
Fargo, ND
clubs:
| reply to majortom1029
said by majortom1029 :Verizon wouldnt be allowed to buy a stake right? Due to monopoly laws? why would they want it....aren't they building their God like fiber network that will destroy all cable competition?
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"While preceding your entrance with a grenade is a good tactic inQuake, it can lead to problems if attempted at work." -- C Hacking |
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smcallah
join:2004-08-05
Home | reply to Chris 313
Re: Time Warner Cable becomes Comcast
That would be a little odd, since as part of the Adelphia acquisition, Comcast gave up a 20% stake that it had in TWC. |
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Matt
Take me down to the paradise city
Premium
join:2003-07-20
Jamestown, NC | TWC will buy it back
Time Warner Cable will likely just buy the stake back from Time Warner. I say good too. Let TWC focus on providing the pipe and let TW focus on providing the media.
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Use the OS tool for the job. |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
 ·Sprint Mobile Broa..
·Comcast
| The corporate theory is "Core competency"
The theory for Time Warner to dump their ownership stake in their cable operations is called "Concentrating on a company's core competencies". »en.wikipedia.org/wiki/Core_competency
And Time Warner's competency has always been on content creation. They thought they had to get in to content delivery based on the mgt theories of "Diversification of Assets" and "Vertical Integration". »en.wikipedia.org/wiki/Mergers_an···nd_M.26A
That plan proved that they sucked at content delivery.
Some corporate leaders often are nothing but "follow the leader" bozos who base their companies policies on what they read in the latest hot management book or were told was important by some consulting firm. The really smart leaders don't just "follow the leader", but actually can think after doing real research on their market and on the economy.
Now, what will Time Warner do with their shares in Time Warner Cable? Selling to another company like Comcast or Verizon or AT&T probably is a non-starter because it will never get approvals now from the FCC and from Justice and from state governments. The telecomm merger window has closed for the time being and any more merger approvals are EXTREMELY unlikely.
Another option is for mgt of TWC to do a leveraged buyout of the remaining Time Warner Cable shares. But this too is hard to do given how many shares are involved and getting someone to front them the money while only getting a lenders payout for the loans.
The most likely option is for all of these private equity firms with well hidden billionaire investors to buy up the shares and take TWC private. One or more have the financial wherewithal, either singly or in partnership, to make that happen. And then they fall outside the control of the SEC and since there is no merger, they don't need approval of the FCC or Justice.
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My BLOG
My Web Page |
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NormanS
Premium,MVM
join:2001-02-14
San Jose, CA | reply to majortom1029
Re: verizon?
Why would a Telco, heavily invested in FTTP (FIOS) buy a stake in a Cableco? |
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elwoodblues
Elwood Blues
join:2006-08-30
Toronto, ON | reply to TKJunkMail
Re: The corporate theory is "Core competency"
Actually TW didn't aquire AOL, it was the other way around.
AOL which had been hyped up by the entire .CON boom, used over inflated stock to by the company. |
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MysticGogeta
The Robot Devil
Premium
join:2005-03-14
League City, TX
clubs:
·Comcast
| reply to NormanS
Re: verizon?
Well they have a lot of fiber laid in the ground but again this is a bit of a stretch. I believe they think right in that investing content is better then just buying some area.
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Team Discovery-Join the fight |
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xsiddalx
join:2005-03-11
Chicago, IL
 ·AT&T Yahoo
| reply to NormanS
said by NormanS :Why would a Telco, heavily invested in FTTP (FIOS) buy a stake in a Cableco? Instant customer base (cash flow is priced right)
Bonus when the customer base doesn't significantly overlap. |
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hobgoblin
Sortof Agoblin
Premium
join:2001-11-25
Orchard Park, NY
clubs:
| reply to elwoodblues
Re: The corporate theory is "Core competency"
said by elwoodblues :Actually TW didn't aquire AOL, it was the other way around. AOL which had been hyped up by the entire .CON boom, used over inflated stock to by the company. It was neither it was a merger.
its buy
Hob
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"A foolish consistency is the hobgoblin of little minds."
- Ralph Waldo Emerson
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spk037
join:2006-09-02
Orlando, FL | Content ??
I thought content companies were all going to shrivel up and die. movie makers would stop making movies and musicians would stop producing music due to piracy. hmm maybe things arent quite as bleak as content producers make them out to be. |
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fiberguy
My views are my own.
Premium
join:2005-05-20
| reply to NormanS
Re: verizon?
Why? Maybe it's time to think out side the limited glass tube.. First, let me say, that it's funny all this talk about Verizon and TWC... but.. TWC serves in many areas that Verizon doesn't. Being it's a stake...
but then again... I really doubt VZ would buy into a competitor.
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"Complaining is the least path of resistance for the self-reitchous and lazy ... those who also never take the time to point out a good fortune when the opportunity presents itself. It says a lot about one's moral character." - Unknown |
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fiberguy
My views are my own.
Premium
join:2005-05-20 | reply to hobgoblin
Re: The corporate theory is "Core competency"
It was a merger, so to say for PR, but AOL did buy Time Warner.
»news.com.com/AOL+buys+Time+Warne···400.html |
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hobgoblin
Sortof Agoblin
Premium
join:2001-11-25
Orchard Park, NY
clubs:
| Because the authors of that article said it was?
Ok Whatever you say Mr Google.
Hob
--
"A foolish consistency is the hobgoblin of little minds."
- Ralph Waldo Emerson
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ReVeLaTeD
Premium
join:2001-11-10
San Diego, CA
| Just hope
Nothing changes in TWC land. I just went to TWC due to a move - had no choice - and already they're impressing me more than Cox did. Picture is somehow clearer than Cox cable, and I'm saving nearly $70 a month for the same products (slightly slower internet speed, but still decent). |
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Surfinusa
Premium
join:2001-02-08
2 edits | reply to Derspankster
Re: Time Warner Cable becomes Comcast
Maybe no one will buy Time Warner.
Or maybe Bright House Networks will buy it's stake back into Time Warner.
Remember Brighthouse before used to own part of TWC |
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