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mbernste
MVM
join:2001-06-30
Piscataway, NJ

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Re: Now that Comcast is buying Time-Warner Cable...

said by root:

He knows the intellectual property Cablevision has and I'm sure he sees the value in applying it to Charters systems.

Which is why I think its likely for Charter to make a play for Cablevision. It can also be part of a more strategic deal where Comcast sells some of its area systems to Charter so that it makes more geographic sense for them to acquire Cablevision. Comcast did almost the same exact thing with Patriot Media when it was spun off of RCN. One hint of this is if channel lineups in the "new" Comcast systems in the area start getting aligned to Cablevision's.

Thinkdiff
MVM,
join:2001-08-07
Bronx, NY

Thinkdiff

MVM,

Presumably, Comcast would not be able to acquire Cablevision without shedding even more customers in other areas. They are already voluntarily selling off 3 million customers to stay under 30% of total market (thinking that will make the DOJ happy). If they wanted Cablevision's ~3 million subscribers as well, they'd presumably have to sell off another 3 million (6 total) customers from somewhere else. That's a pretty large portion of their network.

actor90
Never a dull moment
Premium Member
join:2003-07-21
Jackson, NJ
·Verizon FiOS
Wistron NeWeb CR1000A

actor90

Premium Member

said by Thinkdiff:

Presumably, Comcast would not be able to acquire Cablevision without shedding even more customers in other areas. They are already voluntarily selling off 3 million customers to stay under 30% of total market (thinking that will make the DOJ happy). If they wanted Cablevision's ~3 million subscribers as well, they'd presumably have to sell off another 3 million (6 total) customers from somewhere else. That's a pretty large portion of their network.

I can foresee Comncast shedding more of it's mid-west properties to Charter along with the TWC assets down south. After that acquiring Cablevision's 3 million would not be an issue.
actor90

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to mbernste
said by mbernste:

Which is why I think its likely for Charter to make a play for Cablevision.

Charter would more likely get southern and mid western properties from Comcast then anything in the northeastern corridor. With the exception of maybe some the upper New England and Maine assets.

ILpt4U
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Saint Louis, MO
ARRIS TM822
Asus RT-N66

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said by actor90:

I can foresee Comncast shedding more of it's mid-west properties to Charter along with the TWC assets down south. After that acquiring Cablevision's 3 million would not be an issue.

Surely not Chicagoland Metro Area - dump the #3 population center? That would be crazy

And heck, they just not too long ago bought some Indiana/Downstate IL areas, sold by Insight maybe? Before TWC bought the rest of Insight

actor90
Never a dull moment
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Jackson, NJ
·Verizon FiOS
Wistron NeWeb CR1000A

actor90

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said by ILpt4U:

Surely not Chicagoland Metro Area - dump the #3 population center? That would be crazy

Not Chicago or Michigan, I'm thinking more of the bread basket assets that they are acquiring from TWC mixed with the Southern assets.

Thinkdiff
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join:2001-08-07
Bronx, NY

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MVM,

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You're assuming Charter wants them. Charter seems to be after major markets (hence their push to buy TWC). Not sure they'll be interested in rural/small to medium market areas, where profit margins are likely lower.

actor90
Never a dull moment
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·Verizon FiOS
Wistron NeWeb CR1000A

actor90

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said by Thinkdiff:

You're assuming Charter wants them. Charter seems to be after major markets (hence their push to buy TWC). Not sure they'll be interested in rural/small to medium market areas, where profit margins are likely lower.

I don't see Charter as competitive or advanced enough to survive in markets like the northeast. Their style suits areas that have zero competition, areas that are FIOS free.

tonight34
@verizon.net

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Anon

to mbernste
said by mbernste:

Which is why I think its likely for Charter to make a play for Cablevision. It can also be part of a more strategic deal where Comcast sells some of its area systems to Charter so that it makes more geographic sense for them to acquire Cablevision. Comcast did almost the same exact thing with Patriot Media when it was spun off of RCN. One hint of this is if channel lineups in the "new" Comcast systems in the area start getting aligned to Cablevision's.

comcast will be busy aligning their channel lineups to TWC systems they acquire...not busy aligning to systems they dont own. if some channels align like locals its strictly a coincidence. to suggest cable companies change their channels to lineup to systems they dont own and may never acquire is dumb.
said by mbernste:

The FCC and SEC might not go for it. They may have an uphill battle with the FCC with the current acquisition.

its FCC & DOJ...where do u get SEC from?

mbernste
MVM
join:2001-06-30
Piscataway, NJ

mbernste

MVM

It's not dumb at all. Pror to Comcast's purchase of Pat Media it is exactly what they did. Also Pat Media got some ex-Comcast executives on their board.
mbernste

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MVM

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The securities and Exchange commission has some regulatory authority in this area and has to give approval to all mergers of public companies.

Mack735
@myvzw.com

Mack735

Anon

Post 1 article where SEC has any say in approval.

Ike2
@optonline.net

Ike2 to mbernste

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Although it seems like the Comcast–Time Warner Cable merger would be a nonstarter for the Antitrust Division of the Department of Justice, Comcast may have a few major tricks up its sleeve. It’s chief lobbyist, David Cohen, is apparently “great friends” with President Obama.
Ike2

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Anon

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The executives behind the merger of Comcast and Time Warner Cable are big financial supporters of President Barack Obama and other Democrats.
PX Eliezer1
Premium Member
join:2013-03-10
Zubrowka USA

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said by mbernste:

The securities and Exchange commission has some regulatory authority in this area and has to give approval to all mergers of public companies.

No, SEC only deals with rules relating to disclosure documents and other releases of information, and with rules against insider trading.

The players here are FCC, DOJ, and possibly FTC.

mbernste
MVM
join:2001-06-30
Piscataway, NJ

mbernste

MVM

said by PX Eliezer1:

and with rules against insider trading.

Precisely.