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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

#141

Does it strike anyone else as curious that the two largest cable/internet providers merge, and it doesn't matter because they already don't compete? It might be a sign that something's odd if the premise is that there's no competition between identical products to harm in the first place.

I think business might be a little more complicated than you think. :)

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

#142

Does it strike anyone else as curious that the two largest cable/internet providers merge, and it doesn't matter because they already don't compete? It might be a sign that something's odd if the premise is that there's no competition between identical products to harm in the first place.

I think business might be a little more complicated than you think. :)

I think collusion might be more likely than you think.

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

#143
post #123
post #95

Earlier quoted context omitted.

I'm not denying the antitrust concern of the union. I'm pointing out the hipocrisy of certain generally anti-regulation Silicon Valley companies trying to use antitrust law to preserve the viability of their role as middlemen. At the end of the day, Netflix's business model is inherently fragile. Amazon is somewhat better positioned, because they at least provide the upstream infrastructure. I think they know they ne…

I wonder if torrent/p2p would be a viable business model for Netflix. Think about it : they have a massive install base inside comcast where they can run programs and on most such programs they can run code, and store data. Solution seems obvious.

P2P isn't a good architecture for something like that. You pull data from a leaf node, through the core network, back to another leaf node, traversing the relatively slow last mile coax part of the network twice. Meanwhile, a relatively small number of movies and shows will dominate the demand, which Comcast can easily cache near the edges of its network. There is a reason Netflix is vying to get equipment in those spots.

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

#144
post #95

Earlier quoted context omitted.

I'm not denying the antitrust concern of the union. I'm pointing out the hipocrisy of certain generally anti-regulation Silicon Valley companies trying to use antitrust law to preserve the viability of their role as middlemen. At the end of the day, Netflix's business model is inherently fragile. Amazon is somewhat better positioned, because they at least provide the upstream infrastructure. I think they know they ne…

note that Netflix runs on Amazon

I know. That's why Amazon is better positioned. They at least own the upstream infrastructure. Netflix is utterly dependent on three other industries, but is itself pretty easily replaceable. The had a first mover advantage in getting favorable content licensing deals before anyone thought it would matter, but that's fading fast as those deals are renegotiated. And its value add is totally fungible. People care about the content and will happily use another provider if they have the content. Netflix' foray into original content is an existential move.

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

#145
post #66

I can't wait until we finally get around to relegating broadband providers as common carriers. At the very least, we need a broadband version of Glass-Steagall, which forces ISPs, cable companies, and content providers to be separate entities. The current situation is laughably awful for consumers. I can't imagine a single informed customer actually supporting the status quo.

Among other things it would kill Google Fiber.

In theory I still don't like the idea of a content provider owning infrastructure.

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

#146
post #113

Cable and Internet suck in American The Land of Free. I have TV Box from comcast which I have not switched on for year because it is absolute shit. It plays may be 10-15 channels and for any good channel I need to shell in so much money. I am 100% sure that someone like Google will shark behind these people and drive them out of business.

If you don't turn on your TV you should make sure you return your Comcast cable box because you're probably being charged at least $3/mo for it.

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

#148

Earlier quoted context omitted.

You might have to install dd-wrt on a router beefy enough to run a VPN client. That way your ATV doesn't need to understand VPN.

This would be a really interesting experiment. Measure downlink speeds over a fully VPNd connection.

This was on HN recently, though it sounds like there's more experimentation to be done.. http://mattvukas.com/2014/02/10/comcast-definitely-throttlin...

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

#149

Does it strike anyone else as curious that the two largest cable/internet providers merge, and it doesn't matter because they already don't compete? It might be a sign that something's odd if the premise is that there's no competition between identical products to harm in the first place.

I think business might be a little more complicated than you think. :)

Care to elaborate? I was a bit struck by that point too.

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

#150
post #69

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…

>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.

what?? Does Apple or samsung have any control on how much carriers charge?

By your logic, ATT wireless, verizon wireless, and other cell carriers have to make their own cell phone and not just be a middlemen that funnel someone else's content on someone else's smartphone.

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