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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

#183
post #154

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.

No. I believe in the concept of a natural monopoly for most utilities though - Building outside plant is horrendously expensive - it to me makes as much sense to have multiple cable providers as it does multiple sets of power/telephone/water/sewer infrastructure. I'd even like to see a fewer wireless carriers (consider that each for carrier are spending billions of dollars to roll out what amount to essentially ident…

> That said - the only way natural monopolies do not become abusive natural monopolies is thru intense and careful regulation

Or by getting the fed' to build and handle the infrastructural side, and lease it to service providers (see: interstate).

Then the expansion and improvement can be added to other infrastructural projects e.g. digging for a new interstate or rail line? Put that nice big bundle of dark fiber along will you? It'll serve.

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

#184

Earlier quoted context omitted.

>That doesn't mean you can arbitrarily set the price high. You can if you corner the market and the good is required like food is.

Just try. But first, you'll want a refresher on the French Revolution, letting the starving "eat cake" and the amazing effectiveness of guillotines.

Somehow that doesn't work this way. In israel monopolies and price gouging of food is pretty common(not 100X, but maybe 2x), and i haven't seen no violent acts.

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

#185
post #78
post #70

Earlier quoted context omitted.

Google has threatened to go nuclear over net neutrality and open up their dark fiber network should things get ugly. Google has more fiber than most any one single company in the us and could be a legitimate threat should comwarner try to call their bluff. I have a feeling google would win that fight

I would love to see Google enter that fight instead of trying to regulate their competition away. Not because I'm that anti regulation, but because I don't appreciate the irony of Silicon Valley always bitching about regulation, but then demanding that the government create an artificial reality where owning the pipes doesn't give you a natural competitive advantage.

If utility natural monopolies weren't regulated they wouldn't exist because local governments wouldn't allow them to dig up roads to put in their infrastructure.

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

#186

Earlier quoted context omitted.

I think people are overly optimistic about the ability to endlessly increase the performance of wireless networks. The existing networks make fairly efficient use of the spectrum they're allocated. That means you really only have two options to make it go faster. 1) More spectrum. But it's massively in demand (read: expensive), nobody wants to give any up, and even if you had "all" the spectrum there are still practi…

3) Municipal fiber-optic lines that ISPs can lease access to in order to provide service to customers. Boom, no more monopolies.

You'll be wanting WSPs (waste service providers) to lease access to sewage pipes next. Where will it all end?

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

#188

Earlier quoted context omitted.

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.

So your solution to defeating a monopoly is to form a monopoly?

That is called duopoly, and is less bad than a monopoly.

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

#189

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.

One of the benefits of working with government agencies is they can pull strings that make regulators look the other way. This is a clear monopoly position, and it's being ignored. That's no accident.

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

#190

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…

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.

Amazon already have a film-on-demand service called LOVEFiLM.com.
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