iansltx
join:2007-02-19
Golden, CO
kudos:2 Reviews:
 ·Comcast
| My Prediction Comcast will now buy Charter and spin off Charter's more rural assets.
Then they'll buy Time Warner Cable and possibly spin off TWC's more rural assets (like that hasn't happened already with Windjammer).
They *might* even buy Cox, though that company seems to be a bit of a loner.
The upside: by the end of 2010 anyone originally Comcast or bought by them will have 50/10 internet available.
The downside: Comcast will have a lot of lobbying weight and can tell programmers what to do. Blessing and a curse due to the fact that Comcast is still first and foremost a cable company.
What do y'all think? |
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 RobIn Deo speramus, God Bless the USAPremium
join:2001-08-25
Kendall, FL
kudos:2
1 edit | said by iansltx:What do y'all think? I think you are crazy. Just because Comcast CAN buy TW or Cox or Charter, doesn't mean any of them will actually sell their company.
I don't think Comcast is ready to buy out any other MSO.
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iansltx
join:2007-02-19
Golden, CO
kudos:2 Reviews:
·Comcast
| TWC serves major markets. Charter and Cox do as well.
Three years ago nobody though Alltel would get bought out by anyone in particular. I thought a year ago that Sprint would buy them. Verizon did.
Charter is in bankruptcy. Comcast could purchase them for a low price, finish retrofitting their more urban networks with DOCSIS 3, sell off the rural areas and end up with over 40% of the cable market in all likelihood. |
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| I really wouldn't rule out any acquisition. I wouldn't rule out everybody being served by AT&TCast by 2015 at this rate. |
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iansltx
join:2007-02-19
Golden, CO
kudos:2 Reviews:
·Comcast
| I don't see that. There are areas that aren't profitable enough for those companies. Though I'll bet all major cities will be served by either AT&T or Verizon on the telephone side (once Qwest gets bought out by one of the two) and Comcast on the cable side. |
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 MattAll noise, no signal.Premium
join:2003-07-20
Jamestown, NC
kudos:12 | reply to Rob
said by Rob:said by iansltx:What do y'all think? I don't think Comcast is ready to buy out any other MSO. I don't know, Time Warner recently spun Time Warner Cable (TWC) off and as it stands, Comcast (CMCSA) has a little over 3x the market cap of TWC. That would be a VERY quick way to add the 20 million plus customers to their existing 25 million or so ... That's not even taking into account the 7 million Road Runner or 1.9 million digital phone subscribers.
I'm not sure if the FCC would allow the country to essentially have one choice of a "cable" provider, but of course, with FiOS TV and U-Verse as choices for some, plus the satellite providers, they just may. |
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1 edit | reply to iansltx
I was joking, but yes.
I imagine these new rural supertelcos (CenturyLink) get acquired within a decade. |
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iansltx
join:2007-02-19
Golden, CO
kudos:2 | I'll bet the opposite. If I win the bet, you talk about it on BBR. If I lose, I'll pay my then-current internet bill to you for a month. Should only be about $150  |
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 CheesePremium
join:2003-10-26
Naples, FL
kudos:1 | reply to iansltx
said by iansltx:Comcast will now buy Charter and spin off Charter's more rural assets. Then they'll buy Time Warner Cable and possibly spin off TWC's more rural assets (like that hasn't happened already with Windjammer). They *might* even buy Cox, though that company seems to be a bit of a loner. The upside: by the end of 2010 anyone originally Comcast or bought by them will have 50/10 internet available. The downside: Comcast will have a lot of lobbying weight and can tell programmers what to do. Blessing and a curse due to the fact that Comcast is still first and foremost a cable company. What do y'all think? I seriously doubt CC would try to buy TW... |
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| reply to Karl Bode
said by Karl Bode:I really wouldn't rule out any acquisition. I wouldn't rule out everybody being served by AT&TCast by 2015 at this rate. I would personally rule out Comcast taking over Charter. I don't think even they would be willing to take on that much debt, not to mention signing a personal check to Paul Allen who does literally nothing but just that: sit back and collect. |
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| reply to iansltx
Hah. It's a deal.  |
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iansltx
join:2007-02-19
Golden, CO
kudos:2 | reply to Cheese
Why not? Their business footprints are similar in scope, and Comcast has traded areas with them a time or two, presumably to get aorund the 30% cap while solidifying footprints. |
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 morboComplete Your Transaction
join:2002-01-22
00000 | reply to PapaMidnight
no one in their right mind will pick up Charter until their debt is at a managable level. |
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CheesePremium
join:2003-10-26
Naples, FL
kudos:1 | reply to iansltx
said by iansltx:Why not? Their business footprints are similar in scope, and Comcast has traded areas with them a time or two, presumably to get aorund the 30% cap while solidifying footprints. I believe they swapped areas because they were forced too. |
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| reply to morbo
Yes, it's not like Comcast won't be willing to wait. |
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| reply to Matt
said by Matt:I'm not sure if the FCC would allow the country to essentially have one choice of a "cable" provider, but of course, with FiOS TV and U-Verse as choices for some, plus the satellite providers, they just may. I don't think the FCC will have the say in that anymore. But the Justice Dept will and I don't see them letting Comcast get TWC. But I do see them letting Comcast get control of other smaller cable operators.
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| reply to iansltx
The Alltel VZW deal was in talks long ago. You would know this if you knew people that worked in the ACTUAL company offices and actually read their memos. This is why neither of them deployed GSM in their network, except for roaming. |
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Reviews:
·WOW Internet and..
| reply to Karl Bode
VZ nor ATT want Qwest nor CenturyLink. ATT is happy with what it has and VZ is as well (for the most part). Qwest should take and merge with CenturyLink the others. Maybe even take on a cable company with the merger (After all CinciBell bought an Overbuild Muni cable company about 2years ago) |
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| reply to morbo
that's what the Court's are for. |
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| reply to Matt
The FCC has NO Legal right to say how much Comcast can own. The Courts have ruled several times in Comcast's favor with this "cap". As of today there is NO Market Cap. |
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