Cox, Charter could be next buyers
by Bobo$ 12:57PM Sunday Dec 23 2001 SAN FRANCISCO (CBS.MW) -- Hours after the news about one of the biggest deals in the cable television industry hit, several of the country's largest cable operators quickly faced tough questions they'd mulled for some time.
Now that Comcast has agreed to buy AT&T's broadband unit for $72 billion, Comcast will have 22 million subscribers in 41 U.S. states.
To compete against that kind of market share in the cable-programming and high-speed Internet arenas, other big cable companies will certainly have to get bigger, but how?CBS Marketwatch has the story.
| |Bobo$Silvio DanteMod 2001-02
Whoah. Comments on a news article? Well, this is a first. Cool. Anyway, what I find significant about this article for Charter subscribers is that the analyst seems to believe that Charter has targeted their desired footprint size and probably won't aggressively expand beyond 10k subscribers.
Now, this may not be true. But if it is accurate, the impact on service will be that resources will be steadily shifted throughout 2002 toward unification and upgrades for existing systems. It should mean improvements in all aspects, from call center to backbone, as Charter moves toward a platform capable of providing the advanced services they have planned for the future.
Clearly the system isn't ready for it now, but it will be interesting to watch the situation over the next several quarters to see if customers reap any benefits.
Of course, if Charter bids up, say, Adelphia, well, that changes everything. Would be 2003 before we see any reinvestment in the system. That would suck.
First rule of fiber optics: you do not talk about fiber optics