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Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

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Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#131

Post by midas007 »

chimeracoder wrote: post #59
suprgeek wrote: post #11

If this merger goes thru, (and the AnitTrust people would have to be really asleep at the wheel for that) two things are certain: 1) Americans can expect some of the worst Cable price gouging they have ever seen 2) NetFlix, Amazon Prime et al will become really popular as a result of all the customers saying "FU ComcastWarner"

> 2) NetFlix, Amazon Prime et al will become really popular as a result of all the customers saying "FU ComcastWarner" I agree with your first point, but your second point doesn't follow. If anything, Comcast will price gouge Netflix out of business, and we'll be back to being stuck watching their awful "On Demand" instead. They can do this, because Comcast owns the content (NBC), the delivery mechanism for said cont…

Netflix partnering with, or potentially acquired by, Amazon to take on other platforms makes sense. There needs to be consolidation and I think Bezos could do a better job bringing in bigger licensing deals.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#132

Post by FLUX-YOU »

mikeryan wrote: post #21

Non WSJ Paywall article http://www.businessinsider.com/comcast-to-buy-time-warner-ca... This is crazy I don't see how this can get past any sort of anti-trust. Particularly with Comcast's stake in NBC. Comcast would own both the content and distribution of too large a chunk of the broadcast industry.

http://mediadecoder.blogs.nytimes.com/2011/05/11/f-c-c-commi...

Well, this might be one way it goes through.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#134

Post by midas007 »

knodi wrote: post #133

Wow, comcast is a monopoly in this current state, after this it would be a super monopoly.

Ma bell of internet (TV's just about dead, and they depend on partnering with Verizon for mobile)

In other areas, AT&T dominates horizontally and vertically.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#136

Post by knodi »

gremlinsinc wrote: post #67

With this announcement we as a community REALLY need to get behind Net Neutrality as much as we did w/ SOPA -- Companies like Google, Netflix, et al - should block all access to their sites from D.C. IP addresses as a protest to show them what 'Throttling' feels like.

THIS!!! I hope this happens!!

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#137

Post by hristov »

rayiner wrote: post #69
chimeracoder wrote: post #59

Earlier quoted context omitted.

> 2) NetFlix, Amazon Prime et al will become really popular as a result of all the customers saying "FU ComcastWarner" I agree with your first point, but your second point doesn't follow. If anything, Comcast will price gouge Netflix out of business, and we'll be back to being stuck watching their awful "On Demand" instead. They can do this, because Comcast owns the content (NBC), the delivery mechanism for said cont…

To play devil's advocate, what it means is that Comcast has the better business model. After all, that's why Apple and Samsung dominate the cellular industry. iApps running on iOS running on an iPhone using an Apple A7 offers the ability to optimize the user experience and integrate the layers that vendors doing things piecemeal can't match. If Netflix et al want to survive, they have to evolve from being mere middle…

Sure. Having a government backed monopoly is usually the better business model.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#138

Post by EpicEng »

bryanpaluch wrote: post #10
iandanforth wrote: post #5

I was proud of the DOJ Antitrust division when they objected to the ATT/T-Mobile merger. I can only hope they do the same here.

It's a bit different in this situation. Comcast and Time Warner do not currently compete with each other.

Right, by design, which is the reason I have crap internet service and no real choices. It's collusion, pure and simple, I don't know why it has been allowed to go on for so long.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#139

Post by rayiner »

jcampbell1 wrote: post #124
rayiner wrote: post #109

Earlier quoted context omitted.

I was addressing chimeracoder's point about vertical integration. There might be tons of Android manufactures peddling phones, but Apple and Samsung are eating up all the profits because they are verticicaly integrated. That's the major play Comcast is making. I wouldn't be surprised to see this coming soon to wireless. Imagine movie caching servers integrated into the backhaul network instead of going over the publi…

He wasn't making a point about vertical integration, but rather about monopoly power. Perdue and Tyson are vertically integrated. They own feed mills, hatcheries, grow farms, packing plants, and distribution. No one cares because you can always just pick the package of chicken that costs $3.29 instead of $3.59. I also don't see how Samsung is vertically integrated. They don't make the OS, the App store, or have conte…

See his second paragraph about owning NBC.

Re: Comcast Acquiring Time Warner Cable In All Stock Deal Worth $45.2 Billion

#140

Post by EpicEng »

midas007 wrote: post #134
knodi wrote: post #133

Wow, comcast is a monopoly in this current state, after this it would be a super monopoly.

Ma bell of internet (TV's just about dead, and they depend on partnering with Verizon for mobile) In other areas, AT&T dominates horizontally and vertically.

"Just about dead" is quite the overstatement. They did $32B+ last year in advertising revenue. I hope they do die a quick death, but it's going to be a while before most people cut the cord.
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