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Time Warner Cable Will Be Spun Off
As company shrugs off FiOS competition...
by Karl Bode 05:11PM Wednesday Mar 12 2008
Time Warner Cable executives this week confirmed speculation that Time Warner will likely spin off Time Warner Cable, and the move will probably come by mid-April. Time Warner is trying to shore up their sagging stock price, so they're making a lot of noise this week (which includes ditching the perpetually dysfunctional AOL unit) in an effort to excite investors. Meanwhile, Time Warner Cable CFO Rob Marcus insists that FiOS is not taking broadband market share away from the cable company:
quote:
Speaking today at Bear Stearns' annual media conference, Marcus said "The encouraging news for us there really is that where we've seen the FiOS [high-speed] product gain share, for the most part we’ve maintained or increased market share." So, where are all of Verizon's FiOS broadband customers coming from? "They're taking share from DSL," according to Marcus.
The company is taking some hits from Verizon on the TV front however, but calls those losses "manageable".

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nightdesigns
Gone missing, back soon
Premium
join:2002-05-31
AZ
Reviews:
·CenturyLink

Talk about an identitiy crisis

The AOL/Time Warner/Communications/Cable what's next?

Can't forget the Adelphia and Comcast swap-o-ramas as well.

I would love to have TW's Sign and letterhead contracts. "Okay boys, here we go away with another change, cha-ching!"
--
This Space for Rent...

Hall
Premium,MVM
join:2000-04-28
Germantown, OH
kudos:2

FIOS ? Who can get that ?

How many markets have FIOS available ? I don't know why people think it's going to be the demise of other broadband providers ... It's only available in such limited markets it's NOT a factor (yet). It's also only available in Verizon markets and they by no means are "everywhere". Maybe a more generic term should be used. In 80% of Ohio, for example, we'll never see Verizon's FIOS.

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by Hall:

How many markets have FIOS available ? I don't know why people think it's going to be the demise of other broadband providers ... It's only available in such limited markets it's NOT a factor (yet). It's also only available in Verizon markets and they by no means are "everywhere". Maybe a more generic term should be used. In 80% of Ohio, for example, we'll never see Verizon's FIOS.
Are you joking me? It's a MAJOR factor... FIOS is already available to millions of people and it will be available to many more in the coming years. Of course it's a major problem... Do you know how many subscribers the cable companies are losing to FIOS? It seems every week another one of my neighbors is getting FIOS installed...

80% of Ohio might not get FIOS (because it isn't in Verizon's territory????), but that doesn't mean Verizon doesn't have a LARGE territory in most of the states. In NJ, Verizon has the majority of state under their control.

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html

Vchat20
Landing is the REAL challenge
Premium
join:2003-09-16
Columbus, OH

Re: FIOS ? Who can get that ?

Actualy, what might be more pertinent to look at is what areas that TWC serves that have competition from Verizon and then inside those areas, which ones have FiOS available.

Hall made a good statement here. TWC pretty much has a stranglehold in all of Ohio and the only places I know of that Verizon serves are those in and around Cleveland. Everywhere else is served either by AT&T or Embarq in the telco market.

Now I don't know about other locations around the US, but I'd assume it would be a very similar situation.
--
I swear, some people should have pace-makers installed to free up the resources. Breathing and heart beat taxes their whole system, all of their brain cells wasted on life support.-two bit brains, and the second bit is wasted on parity! ~head_spaz
hottboiinnc
ME

join:2003-10-15
Cleveland, OH

Re: FIOS ? Who can get that ?

VZ services Marion County, BG, Clyde, Bellevue, and areas around there but AT&T is the main provider.

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

2 edits

Verizon Service Area
said by Vchat20:

Actualy, what might be more pertinent to look at is what areas that TWC serves that have competition from Verizon and then inside those areas, which ones have FiOS available.

Hall made a good statement here. TWC pretty much has a stranglehold in all of Ohio and the only places I know of that Verizon serves are those in and around Cleveland. Everywhere else is served either by AT&T or Embarq in the telco market.

Now I don't know about other locations around the US, but I'd assume it would be a very similar situation.
Verizon provides service to a lot of customers... Time Warner is also a big provider in this part of the country, so I'd conclude that they're taking a lot of customers away from them. Here in New Jersey, they service pretty much 90%+ of the state...

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html

MacLeech
The one and only
Premium
join:2001-07-14
SoCal
kudos:3

Re: FIOS ? Who can get that ?

said by Tzale:

Verizon provides service to a lot of customers... Time Warner is also a big provider in this part of the country, so I'd conclude that they're taking a lot of customers away from them. Here in New Jersey, they service pretty much 90%+ of the state...
I'd bet TWC is taking more phone customers from Verizon than Verizon is taking TV/broadband from TWC...

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by MacLeech:

said by Tzale:

Verizon provides service to a lot of customers... Time Warner is also a big provider in this part of the country, so I'd conclude that they're taking a lot of customers away from them. Here in New Jersey, they service pretty much 90%+ of the state...
I'd bet TWC is taking more phone customers from Verizon than Verizon is taking TV/broadband from TWC...
That could certainly be true... But then again cable VOIP has been around a lot longer... I know a lot more people who have dropped their landline for VOIP who just wound up going back to the telco for internet/phone/TV since they're saving $60-70/month here for 2 years, plus the service quality is much better.

Quite honestly, you'd have to be nuts not to go with FIOS if it is available to you.
-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html

MacLeech
The one and only
Premium
join:2001-07-14
SoCal
kudos:3

Re: FIOS ? Who can get that ?

said by Tzale:

Quite honestly, you'd have to be nuts not to go with FIOS if it is available to you.
Then I'm nuts because it's available to me but I prefer the local cable service. It's cheaper for me and has a better DVR.

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by MacLeech:

said by Tzale:

Quite honestly, you'd have to be nuts not to go with FIOS if it is available to you.
Then I'm nuts because it's available to me but I prefer the local cable service. It's cheaper for me and has a better DVR.
Well if it is somehow cheaper and has better service, then I don't see why you'd change. But for the majority of people, FIOS is an excellent deal. They beat the local cable company by $60/month (with a 2 year contract) + more services and 1000X better service quality. We'll see after the 2 years are up what the prices are, but apparently they're still a little cheaper as of TODAY.

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html
hottboiinnc
ME

join:2003-10-15
Cleveland, OH

Re: FIOS ? Who can get that ?

Thats the thing. Who wants to be tied into a two year contract for their internet, phone and cabletv? i sure don't. If i want to change for any reason i want the option to especially if its due to service issues.

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by hottboiinnc:

Thats the thing. Who wants to be tied into a two year contract for their internet, phone and cabletv? i sure don't. If i want to change for any reason i want the option to especially if its due to service issues.
You don't need to be "tied" into a contract... You can signup at current rates, which are still better than the cable company... I (and many others) had horrible service from Cablevision... Pixelation, horrible signals, etc... Multiple tech calls could never resolve the problems... I have not had ONE problem with FIOS yet... No pixelation on the TV, crystal clear and the internet (from what I can tell) has never gone down once.. For me, the contract is a major bonus.. I don't switch services every year, since there would be no reason too... The only options are FIOS and Cablevision... FIOS saves me $60/month and offers much much more, so it is clear that FIOS is the better choice.

You can switch back, but you forfeit $149.... I don't ever see a reason why I'd need to switch back. FIOS is simply amazing compared to cable.

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html
fallenangel

join:2005-10-04
USA

Re: FIOS ? Who can get that ?

As you said, you have not have any problems yet. I have had Optimum Online, TV, and Phone for just about three years and I have not had any problems. My download is consistently around 11 megs and my upload is usually around 1 meg (and no, I do not subscribe to Boost). My parents on the other hand supposedly had numerous problems with the Optimum Online services. They had both TV and Internet, and the pixelation and loss of Internet was horrible. Every user's experience is vastly different - as can be noticed by most of the reviews on these forums. The switched to DSL and DirecTV a while back, and thus far they were be happy.

Honestly though, if you compare the rates between Optimum and FIOS in NJ the services are about the same. Where as FIOS has some channels that Optimum subscribers would want, FIOS charges more for a HD DVR box, HD subscription, etc. So in my opinion, the only thing that Verizon has really done for this state anyway is.... provided another way to bundle all your services. They have not caused either Comcast or Optimum to lower prices in an effort not to lose customers. Only time will tell who the real winner is between these two.

CylonRed
Premium,MVM
join:2000-07-06
Bloom County
Even if it was available to me I don;t know I would want to get possibly caught up in the Verizon billing hell they seem to be having with FIOS. Thank god we have not had issues with our cell bill but I would not consider it till I thought they had it straightened out... I don't do TWC and it would take a gun to my head and my children threatened with their life before I would go back to them in ANY capacity.

But then I would also NOT get the tripe play - last thing I want is all services running thru one connection so that if it goes out so do ALL of the services.

Of course I an in Ohio and AT&T land so I have no worried about FIOS ever getting here....

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by CylonRed:

Even if it was available to me I don;t know I would want to get possibly caught up in the Verizon billing hell they seem to be having with FIOS. Thank god we have not had issues with our cell bill but I would not consider it till I thought they had it straightened out... I don't do TWC and it would take a gun to my head and my children threatened with their life before I would go back to them in ANY capacity.

But then I would also NOT get the tripe play - last thing I want is all services running thru one connection so that if it goes out so do ALL of the services.

Of course I an in Ohio and AT&T land so I have no worried about FIOS ever getting here....
Well #1, I have had a complete nightmare experience with Cablevision, so I'd never go back to them... Making the move to Verizon was as smooth as butter. Everything worked out perfectly... Including the install, service quality and free LCD HDTV I got.

I really don't see the big deal with having three services over one line... The only "vital" utilities are gas, electric, water and phone service.. I don't see how it would not having 1 out of 3 would be any better than having none of them... Usually they fix the problems pretty quick also, and fiber optics eliminated many of the signal problems. The only way you can really lose service now is if the ONT fails, there is windstorm or something happens in the CO.

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html

CylonRed
Premium,MVM
join:2000-07-06
Bloom County

Re: FIOS ? Who can get that ?

Or the line gets cut and now you are out phone along with everything else and with 2 young kids - ain't going to do it. Phone lines have not gone dead in years upon years with POTs - even with hours long power failures. Not going to let an internet outage of any kind affect my dialing 911 from a regular phone where the chance of 911 not working is incredibly small in my area.

Tzale
Proud Libertarian Conservative
Premium
join:2004-01-06
NYC Metro

Re: FIOS ? Who can get that ?

said by CylonRed:

Or the line gets cut and now you are out phone along with everything else and with 2 young kids - ain't going to do it. Phone lines have not gone dead in years upon years with POTs - even with hours long power failures. Not going to let an internet outage of any kind affect my dialing 911 from a regular phone where the chance of 911 not working is incredibly small in my area.
Phones have never gone dead here either.. I don't think you really understand how FIOS works though... It isn't a VOIP phone service like you get from the cable company... It is basically regular phone service + cable tv + internet over fiber... You can still purchase VOIP over FIOS, but that is a totally different service as it rides over the internet... Your internet service can go down and FIOS phone might not go down. There is also a battery backup on the phone which is supposed to last for 8 hours of talk time, which isn't bad at all.

-Tzale
--
Neoconservatives (G.W.B) are not real conservatives. A conservative believes in defending the Constitution. First they ignore you, then they laugh at you, then they fight you, then you win. - RON PAUL 2008 »www.usconstitution.net/const.html

CylonRed
Premium,MVM
join:2000-07-06
Bloom County

Re: FIOS ? Who can get that ?

It still does not matter being in AT&T land - if I was in Verizon maybe but I am not. And you are probably right - I am thinking more of VIOP than FIOS...

jgkolt
Premium
join:2004-02-21
Avon, OH
cleveland has uverse competition

espaeth
Digital Plumber
Premium,MVM
join:2001-04-21
Minneapolis, MN
kudos:2
Reviews:
·Vitelity VOIP
said by Tzale:

Are you joking me? It's a MAJOR factor... FIOS is already available to millions of people and it will be available to many more in the coming years. Of course it's a major problem... Do you know how many subscribers the cable companies are losing to FIOS?
Not all that many, according to »Verizon Aims For 6-7 Million FiOS Users By 2010

As of December, Verizon had passed 9.3 million homes and over the course of that rollout procured only 1.5 million subscribers, with only about 2/3rds of that group signed up for FiOS TV services.

Sure, Verizon is converting some subscribers, but with a lackluster 16% adoption rate I think Verizon shareholders have more of a reason to be concerned than other broadband competitors.
bookkeeping

join:2008-02-24
South Berwick, ME
we have fios here in new england. and in two weeks i will have the cable and internet from verizon, best out there i will never go to cable again

nh guy

@fidelity.com

Re: FIOS ? Who can get that ?

ERRRR....

I see you live in Maine. You realize that Verizon is about to sell your service to Fairpont?

Yowzaaah
Ours Go To Eleven

join:2000-12-14
DamnFlat, OH
Verizon will bring FIOS where they can make the most money off of every foot of fiber buried. Period.

That means Metro Areas where they presently are deployed and where there are more than X hundred thousand households and first where there is little or no competition, to be followed by where there some competition and lastly where there is fierce competition. (obviously the size of the Metro Area has an impact upon the aversion to competition eg. NYC)

Finally, like with wireless, Verizon has a quality product in FIOS, and it is certainly priced bundled likewise.
--
Don't suspect your friends...turn them in. Brazil (if you haven't seen it, you should)

kruger7435

@rcn.com

take some lose some

if time warner cable were doing so well why is it being treated like aol?
EPS4

join:2008-02-13
Hingham, MA

Re: take some lose some

Investors want the massive conglomerate mess that is Time Warner to "focus on its core business"- i.e., entertainment, not cable services or internet advertising.

kpfx

join:2005-10-28
San Antonio, TX

1 recommendation

Spin-Off ??

That headline had me scratching my head until I read all the articles. Time Warner Inc had already "spun-off" Time Warner Cable into its own company back in March (See stocks TWX vs TWC).

Does this mean any changes for Time Warner Cable? Not at all... they've already been operating with little-to-no influence from Time Warner Inc for several years now.

Time Warner Inc is just working up more ways to generate money.

anonomous

@comcast.net

Is

Time Warner Cable any good? Only time we ever actually used them was in a hotel when we went on vacation. It was basic cable and the picture was about the same as Comcast as far as basic cable is concerned. But I'm wondering if the other services(Digital cable, HD, On-demand, DVR, HSI, phone, etc...) are any good.

djrobx
Premium
join:2000-05-31
Valencia, CA
kudos:2
Reviews:
·Time Warner Cable
·VOIPO

1 edit

Re: Is

Well, I don't know too many people who LOVE their cable company (or any other utility for that matter). TWC had a good number of irate people in Los Angeles when they took over Adelphia and Comcast in this region. It's hard to say how much of that was due to transition pains. All that said...

Comparing them to my previous provider, Comcast:

Digital Cable, HD - They added a few more HD channels and renumbered everything in a slightly more logical manner. Service quality about the same. Price got cheaper.

On Demand - Comcast wins here. They had lots and lots of free movies and stuff everywhere. Time Warner's selection is comparitively small.

DVR - Thus far we still have the same DVR we did with Comcast, and the software hasn't changed except for some ads that appeared.

HSI - I've had great luck with Road Runner. They have great unlmimited newgroup service. When I had Comcast HSI it seemed a lot more prone to small outages. TW increased the speeds from 8m/768k to 10m/1m.

Phone - Comcast never bothered to deploy digital phone here. When Time Warner took over, they added it as an option. Zero complaints about the phone service, it works marvelously.

Time Warner seems much less aggressive than Comcast when it comes to rolling out new stuff, but they seem to stay reasonably competitive. Over all I'm happy with them.
--
Laser eye surgery rocks! I love frickin' laser beams.

en102
Canadian, eh?

join:2001-01-26
Valencia, CA

Re: Is

And they've been better at keeping the rates down. Comcast was expensive when it was here.
--
Canada = Hollywood North
hottboiinnc
ME

join:2003-10-15
Cleveland, OH
Digital Phone, and HSI are good products, Digital Cable is great too. VOD is great.

93388818
It's cool, I'm takin it back
Premium
join:2000-03-14
Dallas, TX
I just spun off TWC as well. Now I have DirecTV. I LOVE IT, and it's WAY less expensive.

txrocks
Whatever
Premium
join:2005-01-21
Allen, TX
kudos:1

Great

Another new email address...

MacLeech
The one and only
Premium
join:2001-07-14
SoCal
kudos:3

Re: Great

said by txrocks:

Another new email address...
Why?
AHHH_FIOS

join:2005-07-06
Collegeville, PA
I had comcast and then switched to FIOS when I lived in Pa. I moved to NC about a year ago and having TWC as my broadband provider is like going back to dial up... I miss Fios and without the competition I have to deal with 384k up load (at best) I never had a problem with Vonage (in 4 years) with comcast or FIOS, but now that I have, we have you by the ball TWC because you can't even get DSL let alone FIOS, my calls sound like I'm beta testing VOIP...

I'd give anything just to have comcast back. Anyone know if Verison plans on coming to Charlotte, nc?

accounting8

join:2008-02-29
Columbus, OH

Time Warner Cable Spin Off

I've had very good luck with TWC so far. I hope they don't start to go downhill now.

anon2

@rr.com

Accurate Reporting- splitting hairs

If you reference the Article is says late April not mid april, and it doesn't say how it would be spun off or that it will and in what form. It also says a decision will be made by late-april, not that the spin off would happen by then. A decision of how it will be done is different then when it will be done.

As you know these things take time. The belief by Some folks is that Time Warner is too complicated for many analysts to do forecasting, and its hurting its value. That individual parts are greater than the whole. It doesn't really effect how cable service is provided in any way. It has more stockholder interest than consumer interest.

pcmerc

@sbcglobal.net

FiOS

I have FiOS & TW business class. I will say FiOS sucks in comparison. For one thing, the FiOS is still DSL. Sure the path way is fiber which makes a DSL more stable. But it's still DSL which connects at the bottom of the Sonet. All packets with higher priority go 1st. DSL is still crap no matter who you get it from. Fiber just helps with the distance between the central station & your dsl connection.

I definetly wouldn't switch out for FiOS over TW if it was an option I had to choose. As for TV, who gives a sh!t. I see everything before if even gets to TV.