Charter Said to Be Near Deal to Buy Time Warner Cable
1–10 of 29 posts
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#2Is this decade-old (2003) analysis still relevant? From http://www.theguardian.com/business/2003/jul/06/theobserver....
"..possibly pave the way for another major acquisition - that of a sizable cable or satellite company - to create a vertically integrated business. Morgan Stanley's analysts note that: 'In effect, Liberty would be reverse engineering into the structure of the original TCI before Liberty was spun off.'
This would represent a monumental volte face for Malone. His New Age strategy and McKinsey thinking would have all been for nought. Far from being the freewheeling deal-making machine of its youth, Liberty would be a much more sober proposition. Malone would back where he began.."
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#3Consolidation in this space, in my opinion, is putting the future of the Internet in great jeopardy. I'm not sure exactly where we're heading, but i have a feeling the days of a "free" internet are numbered.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#4This isn't any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#5Consolidation in this space, in my opinion, is putting the future of the Internet in great jeopardy. I'm not sure exactly where we're heading, but i have a feeling the days of a "free" internet are numbered.
Consolidation can also be good because a big cost is acquiring content and a bigger company will have more negotiating power with content owners. And if people just watch TV over the internet, then the internet companies will carry the cost of acquiring content leaving cable companies to invest in infrastructure.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#6Consolidation in this space, in my opinion, is putting the future of the Internet in great jeopardy. I'm not sure exactly where we're heading, but i have a feeling the days of a "free" internet are numbered.
Consolidation can also be good because a big cost is acquiring content and a bigger company will have more negotiating power with content owners. And if people just watch TV over the internet, then the internet companies will carry the cost of acquiring content leaving cable companies to invest in infrastructure.
I want more options for broadband service providers, not less. I want competition and I want an end to the municipal franchise system.
edit: this is actually a more complicated issue and a large part of the blame needs to go to state/local governments who impede progress and competition in broadband infrastructure. http://www.wired.com/2013/07/we-need-to-stop-focusing-on-jus...
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#7This isn't any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
I’m a bit conflicted. First, Charter is nowhere near as large as Comcast, so no, it wouldn't create a situation where > 50% of American consumer broadband came through one company.
The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse.
Rumor has it that the rank-and-file at TWC was hoping for the Comcast merger to go through because they knew their own management couldn't fix the company. Perhaps Charter could pull it off? They are the one broadband ISP I have no experience with.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#8This isn't any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
I’m a bit conflicted. First, Charter is nowhere near as large as Comcast, so no, it wouldn't create a situation where > 50% of American consumer broadband came through one company. The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse. Rumor has it that the r…
Look at the ratio in size WRT who would "infect" who.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#9This isn't any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
I’m a bit conflicted. First, Charter is nowhere near as large as Comcast, so no, it wouldn't create a situation where > 50% of American consumer broadband came through one company. The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse. Rumor has it that the r…
Charter is smaller but it's still a regional monopoly just like Comcast and TWC are. Yes the Comcast + TWC regional monopoly would have been more monstrous than the Charter + TWC one, but that doesn't mean that either is good. They're both bad.
TWC's internal issues are completely and entirely beside the point.
Re: Charter Said to Be Near Deal to Buy Time Warner Cable
#10This isn't any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
I’m a bit conflicted. First, Charter is nowhere near as large as Comcast, so no, it wouldn't create a situation where > 50% of American consumer broadband came through one company. The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse. Rumor has it that the r…
Charter is generally better-behaved than TWC--less peering congestion, better customer service in general, etc.
If Charter cleans house I'd expect a pretty big improvement in service quality for TWC customers.
$WORK is a customer & competitor of Charter and TWC, they've sued $WORK for something dumb and lost. I'd still rather deal with Charter over TWC.