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story category Analysts Predict Recession Mergers and Acquisitions
AMD, Qwest and Charter likely to be closing up shop
02:33PM Sunday Mar 23 2008 by KathrynV
tags: business · cable · telco · trouble · Comcast · Charter Pipeline · Qwest.net
As the word “recession” starts spreading through the headlines, analysts have started predicting which businesses are going to go belly-up in the near future. On a recent list of ten companies that were likely to be bought (and who would be likely to buy them) there were three tech companies predicted to be cut. Two of the companies (Qwest and AMD) have been making similar lists all year.

The recent predictions suggest that chip-maker AMD will be able to hang in the market if it engages in a merger (most likely with Nvidia) since it’s in a position to do well if it can just get a grasp on its debt problem. Qwest, on the other hand, is predicted to be on its way out of the market with Verizon cited as the most likely buyer of the company. Likewise, in the cable sector, Charter Communications is believed to be ready for a buyout. Of course, its most likely buyer (Comcast) is barred from the purchase due to ownership caps currently in place.

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Forums » Analysts Predict Recession Mergers and Acquisitions

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russotto

join:2000-10-05
Collegeville, PA

Too many polygons

AMD is going to merge with nVidia after buying ATI? Seems a bit farfetched.
Joe12345678

join:2003-07-22
Des Plaines, IL

Re: Too many polygons

The AMD intel lawsuit have help AMD when they win.

Also Intel may be in line for some brake ups if amd goes down.

Cheese
Premium
join:2003-10-26
Naples, FL
clubs:

Re: Too many polygons

said by Joe12345678 See Profile :

The AMD intel lawsuit have help AMD when they win.

Also Intel may be in line for some brake ups if amd goes down.
Huh....

Also, AMD isn't going anywhere.

KrK
Heavy Artillery For The Little Guy
Premium
join:2000-01-17
Tulsa, OK
·Cox HSI
·AT&T Southwest

Re: Too many polygons

AMD is in deep trouble. They've had nothing but problems and trouble with making competitive CPU's, performance wise Intel has them, and they keep missing deadlines and having to delay, delay, delay, all the while losing money hand over fist and having to keep seeking help with their debt. I want them to stay in the market, but they really are in bad shape at the moment. I don't see why they'd merge with Nvidia, tho. That would be a bad deal for Nvidia. Maybe IBM will buy AMD up (cheap)....
--
"Regulatory capitalism is when companies invest in lawyers, lobbyists, and politicians, instead of plant, people, and customer service." - former FCC Chairman William Kennard (A real FCC Chairman, unlike the current Corporate Spokesperson in the job!)
markopoleo

join:2003-04-02
Bonne Terre, MO
·Charter Pipeline

Re: Too many polygons

said by KrK See Profile :

AMD is in deep trouble. They've had nothing but problems and trouble with making competitive CPU's, performance wise Intel has them, and they keep missing deadlines and having to delay, delay, delay, all the while losing money hand over fist and having to keep seeking help with their debt. I want them to stay in the market, but they really are in bad shape at the moment. I don't see why they'd merge with Nvidia, tho. That would be a bad deal for Nvidia. Maybe IBM will buy AMD up (cheap)....
Why do people forget they make more than just CPUs. They makes tons of items like Intel does.

KrK
Heavy Artillery For The Little Guy
Premium
join:2000-01-17
Tulsa, OK

Re: Too many polygons

No, they really don't.

Cheese
Premium
join:2003-10-26
Naples, FL
clubs:

Re: Too many polygons

said by KrK See Profile :

No, they really don't.
Yes, they really do...

KrK
Heavy Artillery For The Little Guy
Premium
join:2000-01-17
Tulsa, OK

Re: Too many polygons

Ok look it up. AMD's products are all semi-conductors and related, and most of them are actually made thru partners.

Cheese
Premium
join:2003-10-26
Naples, FL
clubs:

said by KrK See Profile :

AMD is in deep trouble. They've had nothing but problems and trouble with making competitive CPU's, performance wise Intel has them, and they keep missing deadlines and having to delay, delay, delay, all the while losing money hand over fist and having to keep seeking help with their debt. I want them to stay in the market, but they really are in bad shape at the moment. I don't see why they'd merge with Nvidia, tho. That would be a bad deal for Nvidia. Maybe IBM will buy AMD up (cheap)....
The Core 2 is the first chip in many years that Intel has any lead over AMD, and that has just been in the last, year or 2, up until then AMD was the performance king for many years.

KrK
Heavy Artillery For The Little Guy
Premium
join:2000-01-17
Tulsa, OK
·Cox HSI
·AT&T Southwest

Re: Too many polygons

said by Cheese See Profile :

The Core 2 is the first chip in many years that Intel has any lead over AMD, and that has just been in the last, year or 2, up until then AMD was the performance king for many years.
Yes, but AMD still owned a small percentage of the market even in their leading years, and much of that was on the products with lower margin. The problem is now AMD is well behind and won't have anything competitive for AT LEAST 18 months if they can hang on that long, and so Intel can force them to price cheap while keeping all the high end buyers (and the fat profits) for themselves.

Yes, AMD is in trouble. The biggest problem is they are saddled with massive debt they cannot escape from. They are losing a large amount of money every quarter. The stock price is today is $6.32, it was $16.19 in Oct '07. Current market conditions are making it very difficult for them to finance their debt.

It's say it's 50/50 AMD goes under within the next year.
--
"Regulatory capitalism is when companies invest in lawyers, lobbyists, and politicians, instead of plant, people, and customer service." - former FCC Chairman William Kennard (A real FCC Chairman, unlike the current Corporate Spokesperson in the job!)
Gilitar

join:2000-11-20
Mobile, AL

Sprint

I believe that they could probably add Sprint to this list.

AMD isn't going anywhere just yet.

odreian615

join:2006-01-18
Chicago, IL

Re: Sprint

That's what I came here to say

mindfrost82

join:2003-04-19
Cortland, IL

I highly doubt Sprint will merge with anyone. Even if they wanted to, I'm not sure that it would be approved. I know there's been a few rumors going around, but I just don't really see it happening since they already merged with Nextel and it was a disaster.

IF they do merge, hopefully its with another CDMA carrier and not a GSM carrier (like T-Mobile), it would be a nightmare to operate 3 (4 if you count WiMAX) networks.
DarnellP

join:2004-10-12
Las Vegas, NV

Re: Sprint

The T-mobile rumors that surfaced really didn't make any sense and were the musings of a few analysts with nothing better to do I suppose.

A Sprint-Alltel merger would make sense. In fact, probably too much sense for it to actually happen unfortunately...
joker5656

join:2006-06-23
Greenville, SC

Comcast can't buy charter.....

Thank god. i don't want caps or to be throttled. i love my freedom. Hopefully Charter will hang in there. And if they do sell out lets hope they sign agreement to keep there system the way it is. NO CAPS, NO THROTTLE'S

Rob
Veni, vidi, vici
Premium
join:2001-08-25
Kendall, FL
·Comcast
·AT&T Southeast

Re: Comcast can't buy charter.....

said by joker5656 See Profile :

Thank god. i don't want caps or to be throttled. i love my freedom. Hopefully Charter will hang in there. And if they do sell out lets hope they sign agreement to keep there system the way it is. NO CAPS, NO THROTTLE'S
Too funny. The same way you don't want Comcast, us Comcast customers don't want you!
--
www.rr.cx - My Blog
YourIP.US - It's Your IP .. and more!
MySite.cx - Free URL Redirection Service.
zed260

join:2007-09-30
Cleveland, TN

Re: Comcast can't buy charter.....

what i think will happen to charter is it will be bought up by companys are already buying pieces of charter and i suspect that will continue eventually charter will have less and less customers
battleop

join:2005-09-28
00000

Re: Comcast can't buy charter.....

AT&T is to Verizon as Comcast will be to who? Comcast may have a hard time getting approval to buy Charter, at least with the current administration in place.

Favre4
Premium
join:2002-08-03
Madison, WI

said by Rob See Profile :

Too funny. The same way you don't want Comcast, us Comcast customers don't want you!
And how does that make any sense? lol

Rob
Veni, vidi, vici
Premium
join:2001-08-25
Kendall, FL
·Comcast
·AT&T Southeast

Re: Comcast can't buy charter.....

said by Favre4 See Profile :

said by Rob See Profile :

Too funny. The same way you don't want Comcast, us Comcast customers don't want you!
And how does that make any sense? lol
He's already bitching about Comcast and they haven't even made a single public announcement of their interest in acquiring Charter.
--
www.rr.cx - My Blog
YourIP.US - It's Your IP .. and more!
MySite.cx - Free URL Redirection Service.
zed260

join:2007-09-30
Cleveland, TN

Re: Comcast can't buy charter.....

i have to agree with him anyone but comcast would be okey id prefer time warner

ill go to satellite and get a t1 if comcast buys charter

Rob
Veni, vidi, vici
Premium
join:2001-08-25
Kendall, FL
·Comcast
·AT&T Southeast

Re: Comcast can't buy charter.....

said by zed260 See Profile :

i have to agree with him anyone but comcast would be okey id prefer time warner

ill go to satellite and get a t1 if comcast buys charter
lol
zed260

join:2007-09-30
Cleveland, TN

Re: Comcast can't buy charter.....

besides if comcast bought charter they'd be the biggest phone and cable provider in the country
joker5656

join:2006-06-23
Greenville, SC
well i could care less about customers that are on the network but since you said it first guess Comcast is having more problems than we expected. must suck that your on a network that can't handle the load.

Rob
Veni, vidi, vici
Premium
join:2001-08-25
Kendall, FL
·Comcast
·AT&T Southeast

Re: Comcast can't buy charter.....

said by joker5656 See Profile :

well i could care less about customers that are on the network but since you said it first guess Comcast is having more problems than we expected. must suck that your on a network that can't handle the load.
LOL. Not only do I get my advertised speeds, 24/7, but factor in powerboost and I'm getting very nice speeds.

joker5656

join:2006-06-23
Greenville, SC

Re: Comcast can't buy charter.....

so your point is what?(rhetorical) i was just stating something and you obviously took offense to it .

Rob
Veni, vidi, vici
Premium
join:2001-08-25
Kendall, FL
·Comcast
·AT&T Southeast

Re: Comcast can't buy charter.....

said by joker5656 See Profile :

so your point is what?(rhetorical) i was just stating something and you obviously took offense to it .
Oh, I didn't take offense to.

Mactron
el Camino Real
Premium
join:2001-12-16
CM94sv

Hope not..

"Qwest, on the other hand, is predicted to be on its way out of the market with Verizon cited as the most likely buyer of the company."

Hope not. Then VZ will continue focusing on large return cities and never make Fios available here.
--
If only the Verizon CSRs worked this well.

jhawk44

join:2006-10-19
Boston, VA

Re: Hope not..

Well with Qwest you'll never have FIOS anyway, so what are you losing?

Mactron
el Camino Real
Premium
join:2001-12-16
CM94sv

Re: Hope not..

said by jhawk44 See Profile :

Well with Qwest you'll never have FIOS anyway, so what are you losing?
Any hope of Fios in a small already VZ DSL served city.
That's what I'll lose.
--
If only the Verizon CSRs worked this well.
punker
Premium
join:2004-06-21
Palmdale, CA
clubs:
·Time Warner VOIP
·RoadRunner Cable


edit:
March 23rd, @08:56PM

Re: Hope not..

said by Mactron See Profile :

said by jhawk44 See Profile :

Well with Qwest you'll never have FIOS anyway, so what are you losing?
Any hope of Fios in a small already VZ DSL served city.
That's what I'll lose.
there is FIOS in palmdale rich side

SHITTEY ATnT in the poor east side

and it's very small city also
--
Underwater bogeyman continues secret mission...

dvd536
as Mr. Pink as they come
Premium
join:2001-04-27
Phoenix, AZ

said by Mactron See Profile :

"Qwest, on the other hand, is predicted to be on its way out of the market with Verizon cited as the most likely buyer of the company."

Hope not. Then VZ will continue focusing on large return cities and never make Fios available here.
Phoenix NEEDS some competition for cox. I could welcome fios coming here
Qwest just needs to die already!
--
You can never be too rich, too thin or have too much Bandwidth
pepperxn

join:2001-02-21

amd, qwest

Verizon would've bought Qwest already, if they wanted to. Plus, they don't want rural areas. They're been selling off unprofitable areas (no fios areas). Qwest should go it alone. They have a chance. Moving fios to Qwest territory would likely increase their network upgrade from around $24 bln to over $30 bln.

AMD buying ATi, then getting bought by Nvidia... While Intel is in the graphics business, they're nowhere near Nvidia. Look at the integrated graphics. AMD should've partnered with ATi, instead of just buying them.

That list mentioned Level 3!

ssdd

@direcpc.com

Analysts?

since when are the people at wall street 24x7 considered reputable?

People have been saying this about all these companies listed for YEARS. Nothing will happen. Watch and see.
DarnellP

join:2004-10-12
Las Vegas, NV

Re: Analysts?

said by ssdd :

since when are the people at wall street 24x7 considered reputable?

People have been saying this about all these companies listed for YEARS. Nothing will happen. Watch and see.
For the most part I agree with this.

N O Y B
St. John 3.16

join:2005-12-15
Hillsboro, OR

Re: Analysts? - How to be a Prophet


How to be a Prophet

Repeatedly recite the inevitable, you'll eventually be right.


Transmaster
Onward Through The Fog

join:2001-06-20
Cheyenne, WY

Bullsh*t....More Sh*t....piled Higher, and Deeper

I have been reading about the intimate demise of AMD for more then 20 years now. I wonder how many of these rumors have been started by Intel, or stock manipulators so they can short sell shares in AMD.
--
Send a prayer to Allah, eat Beans.

Fox McCloud
Ron Paul Enthusiast

join:2006-07-23
·Sprint Mobile Broa..
·Verizon BroadbandA..

Mergers mergers everywhere

of course, AT&T could just buy Qwest, thus further increasing the amount of people that can be wire-tapped --
"True Patriotism is more closely linked with dissent than it is to conformity and a blind desire for safety and security...I accept the definition of patriotism as that effort to resist abusive state power." -Ron Paul
Test99
Premium
join:2003-04-24
San Jose, CA

Level 3

Level 3, one of the largest Internet backbone providers, is also on that list. The article says they have debts of $6.8 billion.
--
50775@fwd.pulver.com
Sammer

join:2005-12-22
Pittsburgh, PA

Re: Level 3

Interesting, Verizon would probably be much more interested in acquiring Level 3 than Qwest.
pepperxn

join:2001-02-21

Re: Level 3

said by Sammer See Profile :

Interesting, Verizon would probably be much more interested in acquiring Level 3 than Qwest.
And what would they do with it? If I could remember correctly, they said they would use most of MCI's backbone for Fios, opposed to using it for other companies to use.

Level 3 is used by many cable companies, wireless companies, etc. They compete with the other network backbone companies, such as AT&T, Qwest, Global Crossing, Sprint, etc.

nixen
Rockin' the Boxen
Premium
join:2002-10-04
Carlisle, PA
·Cox HSI
·Speakeasy

Re: Level 3

said by pepperxn See Profile :

said by Sammer See Profile :

Interesting, Verizon would probably be much more interested in acquiring Level 3 than Qwest.
And what would they do with it? If I could remember correctly, they said they would use most of MCI's backbone for Fios, opposed to using it for other companies to use.
A lot of which came by way of UUNet, in the first place...

said by pepperxn See Profile :

Level 3 is used by many cable companies, wireless companies, etc. They compete with the other network backbone companies, such as AT&T, Qwest, Global Crossing, Sprint, etc.
Always good for putting the squeeze on your competitors...
--
The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt. -- Bertrand Russell

Quiglag
God is Love
Premium
join:2004-09-19
Ontario, CA
·SharkSpace
·PowWeb
·Verizon FIOS

What about IBM?

IBM would be more likely to buy AMD then anyone. After all IBM and AMD have teamed up in the past. They would both work well together.
--
My Website & Gallery - Tool Reviews

Snickerdo
Premium
join:2001-02-28
St Catharines, ON
·Cogeco Cable

Re: What about IBM?

said by Quiglag See Profile :

IBM would be more likely to buy AMD then anyone.
They've been saying that for the last 15 years.
tmc8080

join:2004-04-24
Floral Park, NY

The Great Kreskin

Everybody has predictions of what will happen in the future..

Unfortunately.. most of these are off the mark.. Aside from at least ONE Cable or Telephone company merger, sale or acquisition, spin-off.. SOMETHING happening.. none of the other companies are going anywhere..

For example, how many customers is Qwest actually hemorraging to change it's fundamental financial stability?

If QWEST went belly-up.. I'm more than sure that it would be relatively even split between Verizon & AT&T--with Verizon getting the crown jewels. Sprint is a more likely company to go belly up with real tangible customer losses piling up.
viperlmw

join:2005-01-25
·Qwest.net

Re: The Great Kreskin

Qwest isn't going under any time soon (read decades) if at all. They are currently making (net) ~1.2 billion a year, and is giving a bunch of it away in the form of a stock dividend. While their debt is high compared to other RBOCs, it's not compared to other S&P 500 companies, and is coming down.

As for a purchase, as stated above, if Verizon wanted them, they would have bought them already. And while Qwest's share price is rather low, it's level of debt is not attractive. While there are some growth prospects, they are barely enough to keep up with pots losses, so revenue is rather stagnant to slightly declining. With a great network but no wireless, they seem to be more likely to stay on their own as the 3rd RBOC than to be bought, and some mergers that make sense to me don't appear to be in the cards (while a Sprint/Qwest merger seems appropriate, Sprint just spun off all their land lines and seem to have no desire to reenter the pots business, and Alltel seems to have no interest in pots).

What Qwest DOES need to do, IMHO, is to work with the cities who want to get fiber to the prem, such as Seattle, and get it done. Their FTTN is a start on some decent speeds, but FTTP is the future. And figure out a good wireless solution!

OSUGoose

join:2007-12-27
Columbus, OH
clubs:
·AT&T Midwest
·Cingular Wireless
·Verizon BroadbandA..
·RoadRunner Cable

Re: The Great Kreskin

Alltel used to be in the POTS business in rual Ohio and i think that got sold off to Sprint who was also in the area, who then spun off all pots to embarq. So in Ohio there is a mix of at&t(Realy Ohio Bell dba AT&T Ohio) Verizon North (ex GTE) and Embarq (former company's bought all the outher lil pots operations) .

Bell System
Premium
join:2005-12-04
Strongsville, OH

Re: The Great Kreskin

Alltel Landline = Windstream Communications

Sprint Landline = Embarq Communications

ifarrell

join:2000-08-10
Willow Spring, NC
I can see Sprint merging with Alltel and maybe US Cellular.
DarnellP

join:2004-10-12
Las Vegas, NV

Re: The Great Kreskin

said by ifarrell See Profile :

I can see Sprint merging with Alltel and maybe US Cellular.
Alltel and US Cellular? While I would love to see that happen, Verizon Wireless and AT&T Mobility would shit bricks and spend millions on lawyers to block it.

fatmanskinny
Premium
join:2004-01-04
Atlanta, GA
·Comcast
·EarthLink

A tough market right now....

For everyone, including businesses. This recession economy slowdown is hurting a lot of people. I was shocked to see a lot of major players like Time Warner, Bear Sterns and Polaroid get hit hard.

Every week, I am hearing about another person I know who either 1) missed their mortgage, 2) going into foreclosure or 3) laid off and cannot find a job.

My family is impacted as well....the wife cannot return to the job market in her chosen field and has decided that she will begin pursuing something in another field until a better opportunity in her chosen field opens up.

It's tough all around and we have to remain strong in spite of what is going on around us. These are the times that faith, persistence and plans written in pencil (with life, anything is subject to change) are necessary.
--
The only place where Success comes before Work is in the dictionary.

backfeed
Some Feedback from

join:2002-12-16
Peru, IN
·Comcast Formerly ..

How About!!!

I'm Thinking......."ComTimeWarnCharzion-Sprineztel, Partnered with "HughDirectDish"...Now you can have the Sextuplet Play!
...Grocery delivery not available in all areas. Subject to early termination fee...Oil change service requires enrollment in optional lawn and garden monthly!
--
ERROR: Out of Memory... Should I forget Something (Y,y)?
CooKieCrmbls
Premium
join:2007-07-30
Kissimmee, FL

Re: How About!!!

Boga, Boga-boga, boga... do you want [just a minute hun] any 'backbone' with that, sir? And, will you be long on th...?
neufuse

join:2006-12-06
Indiana, PA
·Verizon Online DSL

ugh

I hate analysts and predictions... there is no way nvidia would jump on that sinking ship especially since they are going after VIA to make their own processors instead... plus AMD is not going away... they make way more then just processors... everyone seems to always overlook that fact...

The Beer
I Love It When A Plan Comes Together
Premium
join:2001-07-24
Omaha, NE
clubs:
·SUNROCKET
·ViaTalk
·Waveform Technolog..

Verizon Buy Qwest?

In Omaha that would be so killer, problem is it would take too long to show benefit.

Qwest does have some big metros where FIOS could go.

I would love to see it in Omaha to put Cox back in to place and finish the fight USWest picked with them in 94.

Jwobot

join:2002-08-14
Utica, MI

edit:
March 23rd, @11:57PM

Private equity

Since the rest of the country is catching up with Michigan, they could call Cerberus to help them out.

no brainer

@QWEST.NET

Anschutz

Anschutz raped the company. Next string of CEO completed the process. Now Ed gets a payoff to merge it or sell it. Great leaders. Pillage and plunder.
DarnellP

join:2004-10-12
Las Vegas, NV

Qwest...

Instead of being bought out by Verizon (or AT&T) which I doubt will happen, wouldn't it be interesting if Qwest were to enter into a "merger of equals" with Embarq?!
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