 RobIn Deo speramus, God Bless the USAPremium
join:2001-08-25
Kendall, FL
kudos:2
1 edit | reply to iansltx
Re: My Prediction 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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| 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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 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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| 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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| reply to fAcEtIOUs
TWC can spin off smaller areas and give them to Comcast. After all Windjammer appeared pretty much over night for those areas, they still even use the RoadRunner and Digital Phone brands. It would be easy for Comcast to pick those up. |
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MattAll noise, no signal.Premium
join:2003-07-20
Jamestown, NC
kudos:12 | reply to fAcEtIOUs
said by fAcEtIOUs: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. You are correct, I meant the Justice Department. |
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iansltx
join:2007-02-19
Golden, CO
kudos:2 | reply to hottboiinnc
They've been CDMA carriers from the outset (though Alltel had some legacy TDMA areas if I remember correctly) so why would theyswitch to GSM networks? |
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Reviews:
·WOW Internet and..
| GSM is pretty much a world Standard. the USA is the only country that has not adopted that standard. Go to Every other country and they use GSM and unlocked cell phones. Pop in a new SIM card and off you go.
If they would have gone to GSM they would have had one of the largest in the country. Roaming on ATT, T-Mobile, Cent USA and other small carriers who built out with GSM or changed.
Alltel started out as a TDMA carrier as 360* Communications and then later switched to CDMA when they changed to Alltel and became nationwide. Otherwise they were a regional carrier. |
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