  Chris 313Come get somePremium
join:2004-07-18
Houma, LA | Time Warner Cable becomes Comcast Wanna bet Comcast is gonna by the stake that Time Warner drops? | |
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 ·RoadRunner Cable
| 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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2 edits | 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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| | | 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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| | verizon? Verizon wouldnt be allowed to buy a stake right? Due to monopoly laws? | |
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| RadioDoc58ef2c0Premium,ExMod 2000-03
join:2000-05-11 | Re: verizon? Why not? Where is the monopoly?
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Toolmaster of La Grange. | |
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|  LokerPremium
join:2004-07-11
Fargo, ND | 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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| NormanSPremium,MVM
join:2001-02-14
San Jose, CA
kudos:4 | Why would a Telco, heavily invested in FTTP (FIOS) buy a stake in a Cableco? | |
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| |  MysticGogetaThe Robot DevilPremium
join:2005-03-14
League City, TX | 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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| | | | 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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| | | NormanSPremium,MVM
join:2001-02-14
San Jose, CA
kudos:4 Reviews:
 ·SONIC.NET
·Pacific Bell - SBC
| Re: verizon? Ameritech and Pacific Telesis once ventured into the cable business. The resulting financial drain set them up for buyout; and Southwestern Bell Telephone obliged them. SWBT dumped the cable enterprise to concentrate on the telco business: And called the resulting buyouts, "SBC".
AT&T once ventured into the cable business (ATTBI). The resulting financial drain set them up for buyout; and SBC obliged them. AT&T had already bailed on the cable enterprise by the time that SBC bought them, so SBC didn't have to dump the cable enterprise. But they did change the name of the company. Again. From SBC.
I would hazard a guess that Verizon will stick with what they know...They would be better off buying Qwest than TWC.
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Norman
~Oh Lord, why have you come
~To Konnyu, with the Lion and the Drum | |
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| | fiberguyMy views are my own.Premium
join:2005-05-20
kudos:3 | 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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| | patcat88
join:2002-04-05
Jamaica, NY
kudos:1 | said by NormanS:Why would a Telco, heavily invested in FTTP (FIOS) buy a stake in a Cableco? Cheaper than competing, ATT CLEC owned what is now Comcast at one point in time. | |
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| | | NormanSPremium,MVM
join:2001-02-14
San Jose, CA
kudos:4 Reviews:
·SONIC.NET
·Pacific Bell - SBC
| Re: verizon? said by patcat88:Cheaper than competing, ATT CLEC owned what is now Comcast at one point in time. AIUI, AT&T CLEC split off the cable part, which became Comcast. Unsure where ATTBI fit in that scheme of things.
Verizon is not a CLEC, though, but an ILEC; same as the old SBC, which is now the "new" AT&T.
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Norman
~Oh Lord, why have you come
~To Konnyu, with the Lion and the Drum | |
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 MattAll noise, no signal.Premium
join:2003-07-20
Jamestown, NC
kudos:12 | 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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| | 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
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|  elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand | 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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| |  hobgoblinSortof AgoblinPremium
join:2001-11-25
Orchard Park, NY
kudos:4 | 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."
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| | | | hobgoblinSortof AgoblinPremium
join:2001-11-25
Orchard Park, NY
kudos:4 | Re: The corporate theory is "Core competency" Because the authors of that article said it was?
Ok Whatever you say Mr Google.
Hob
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"A foolish consistency is the hobgoblin of little minds."
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| | | said by fAcEtIOUs: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. Yeh like Warren Buffet? | |
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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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| | 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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Sammer
join:2005-12-22
Canonsburg, PA | Spinoff The easiest way to reduce it's ownership stake in TWC would be to sell some shares in the stock market. | |
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|  TopmounterSent By Grocery Clerks
join:2001-02-20
Evergreen, CO | Re: Spinoff I have a feeling they are shopping the price up in anticipation of a cable operations spin-off. | |
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Maybe...
