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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

#271
post #267

Earlier quoted context omitted.

> 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 alo…

I've seen what government owned telecoms look like. I'll just say no, private is better. Compare historical AT&T/Bell System to any of the government owned telecoms in the Americas.

> I've seen what government owned telecoms look like.

Good thing I'm not advocating government-owned telecoms then.

> Compare historical AT&T/Bell System to any of the government owned telecoms in the Americas.

I've no idea what you're trying to say here.

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

#272
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…

> 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 identical network infrastructure often even from the same vendors)

The identical network infrastructure argument only works if you assume it's a big part of the cost. I don't think that's true, only a fraction of your cell phone bill is spent building or maintaining the network.

The tiny cost savings we would get by eliminating competition in Wireless aren't worth the huge increases in cost we'd undoubtedly have to pay in extra profit to those same organizations.

We only have to look at Cable / DSL to see how that ends. Or look at wireless carrier pricing before T-Mobile woke up and actually started to compete. It's not a coincidence that Sprint, AT&T and Verizon all dropped their prices as soon as T-Mobile woke up. They aren't eating those costs, every non-Sprint carrier can drop prices and still record millions of dollars in profit, even with their existing spectrum footprint, because their primary infrastructure costs are actually very low in comparison to the rates they charge for service.

- - -

> Having been in the industry for about 2 years now, looking at the spectrum, I believe that we have enough for two, possibly three really competitive national wireless carriers - as in a complete nation wide footprint

I don't know where you get that. We have four carriers now, and none of them are hurting for spectrum, except in a handful of specific markets that are interrupted by other players or outside forces.

Seattle, for instance, has plenty of spectrum. However, some of it is being hoarded for speculation (Allen/Vulcan Inc sitting on 700a in Seattle and Portland comes to mind, or Dish sitting on nationwide AWS, or Sprint sitting on tons of 2.5ghz). If the unused spectrum becomes used, and the smaller carriers like US Cellular / Leap / Cincinnati Bell merge into T-Mobile / Sprint, everyone has a pretty decent playing field in every market nationwide, and there's plenty of spectrum for 4 nationwide carriers nationwide.

- - -

> but consider the current for a moment, that Sprint in Seattle on 1900 mhz only has 20 mhz duplex, and nothing on 800 at all - this is excluding the acres on 2.5, because of the obvious limitations of use with atmospheric issues.

If your in the industry, you know that Sprint's problems are not spectrum related, they're all execution related. Sprint's got plenty of capacity on spectrum, they are just too cheap to deploy it properly. Seattle is a perfect example of this.

There are no "atmosphereic issues" with 2.5. There's no issues with 2.5, period. The only issue is Sprint trying to pretend 2.5ghz is 800mhz, and deploying 2.5 as if it is as low as 800mhz. The spectrum is not at fault, Sprint is.

Seattle's a major market, there's no reason downtown Seattle doesn't have Sprint small-cell 2.5 radios on every street intersection in the whole city - it would allow Sprint to offer multiple 20x20 LTE carriers on 2.5ghz to work properly, even indoors, throughout the majority of the city. Sprint phones shouldn't be using data over PCS in the urban area, except in the most strenuous of situations (deep underground).

Seattle's density supports this deployment, the tech is easily available, off the shelf equipment. Sprint's just not executing properly. Hopefully, SoftBank forces them to wake up and care about fixing their service.

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

#273

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"

Its time Google provide internet access to the US with their Balloons. I would rather use slow free (neutral) internet than ComcastWarner.

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

#274
post #220

Earlier quoted context omitted.

We could all pressure our local governments to provide municipal internet. Many cities have already created services that are much faster too.

Internet providers need to quit playing these shenanigans all the time. What they do is they build public roads. You wouldn't allow a company to build a public road, and then go: "Safeway trucks get a free pass, cause we have a deal with them; everyone else, $5 per vehicle. Except for you, Best Buy, you pay $25 - except Saturday and Sunday, when you may not pass at all."

Well, I do see signs on side streets all the time that say "no trucks over 3 tons". And I've seen parking signs that had incomprehensible terms.

I agree with your position, but I think your analogy is tortured.

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

#275
post #220
post #198

Earlier quoted context omitted.

And how would this 'FU ComcastWarner' work in America? Anywhere you live you only have the choice of paying your cable provider, your telephone carrier or your wireless carrier for internet. - DSL infrastructure hasn't evolved in a decade or more. You're lucky to get mid-single digit megabits/sec. I had 0.7 mpbs offered to me in Mountain View by at&t. - Cable is the only speedy one, but they can price gouge you, limi…

We could all pressure our local governments to provide municipal internet. Many cities have already created services that are much faster too.

Keep in mind that in some cases the municipals are sued by the companies that can't be bothered to implement quality broadband for trying to implement quality broadband.

Makes me wonder if it'll have to get to the point that a municipality says fuck you to both the broadband provider suing them and the county/state courts that allow such nonsense to implement their broadband anyway.

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

#276
post #221

Earlier quoted context omitted.

municipal internet

When municipalities offer cable they roll out with a competitive package but often fall behind in technology over time because they are slow to upgrade and have no leverage with content providers. I imagine it would be the same for internet.

Why would they need leverage with content providers? I don't want content from my municipal, I want access to the content of my choosing. Let me deal with content providers on my own terms.

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

#277
post #164

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…

They might want Netflix to survive in some form so as to avoid awaking the sleeping antitrust dogs. Same way as Microsoft found the Mac a useful argument against the "desktop monopoly" argument in the 90s.

I seem to remember that pointing at the Mac as a defense against desktop monopoly charges didn't work out too well for them in the end.

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

#278
post #81

One thing I find stupid is franchise. In NYC Comcast, TWC, Verzion and RCN get franchises. Sometimes living a block away from where one used to live means a different provider and you are locked. TWC isn't so badly in the last 2-3 years after the major pool expanison and relatively stable, but in the end, why the hell is FiOS still not available to me when they promised they would have it complete by now?

As far as I know the Verizon FiOS buildout is complete and there are no plans to expand availability. Last time I read about FiOS expansion, Verizon's official position was something like this:

Customers in areas not currently served by FiOS may be able to get 4G from Verizon Wireless, which is up to four times faster than Verizon High Speed Internet (DSL).

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

#279

Earlier quoted context omitted.

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?

The difference between the sewer and broadband is that the price of giving sewer district a monopoly is regulation as a public utility.

So if whomever runs your sewer decides that they will not accept solid waste anymore, there is a regulator who will prohibit that from happening.

In many states, the Public Service Commission or similar entity has lots of regulatory authority over cable television, landline and electric rates, but no authority over cellular or broadband. Shockingly, the utilities have invested nothing in the regulated markets for 20 years.

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

#280
post #220

Earlier quoted context omitted.

We could all pressure our local governments to provide municipal internet. Many cities have already created services that are much faster too.

Internet providers need to quit playing these shenanigans all the time. What they do is they build public roads. You wouldn't allow a company to build a public road, and then go: "Safeway trucks get a free pass, cause we have a deal with them; everyone else, $5 per vehicle. Except for you, Best Buy, you pay $25 - except Saturday and Sunday, when you may not pass at all."

Well a long time ago I would have been all for public roads, but alas do you really trust the Federal government to dictate what does go down the pipe and who is allowed?
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