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Charter Said to Be Near Deal to Buy Time Warner Cable

64 点作者 orteipid将近 10 年前

8 条评论

arielm将近 10 年前
Consolidation 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.
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martinald将近 10 年前
The real problem is that the telecoms companies (AT&amp;T and Verizon in most areas) aren&#x27;t putting up any competition at all.<p>AT&amp;Ts UVerse VDSL rollout is flawed (the cabinets are generally too far from customers premises), so speeds are too slow. Verizon has given up with further significant FiOS rollout.<p>I don&#x27;t really think this matters too much. TWC and Charter serve different areas, so there is no real change in competition. You could argue maybe there is some changes in bids for content, or perhaps peering and transit, but I think the much more important thing is getting a competitor on the ground.<p>Everywhere Google Fiber has rolled out (or even said they may roll out) has seen huge service improvements from the incumbents. Instead of bickering over these merges, there should be more thought on how to get more Google Fibers out there.
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walterbell将近 10 年前
Is this decade-old (2003) analysis still relevant? From <a href="http:&#x2F;&#x2F;www.theguardian.com&#x2F;business&#x2F;2003&#x2F;jul&#x2F;06&#x2F;theobserver.observerbusiness7" rel="nofollow">http:&#x2F;&#x2F;www.theguardian.com&#x2F;business&#x2F;2003&#x2F;jul&#x2F;06&#x2F;theobserver....</a><p><i>&quot;..possibly pave the way for another major acquisition - that of a sizable cable or satellite company - to create a vertically integrated business. Morgan Stanley&#x27;s analysts note that: &#x27;In effect, Liberty would be reverse engineering into the structure of the original TCI before Liberty was spun off.&#x27;<p>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..&quot;</i>
ebbv将近 10 年前
This isn&#x27;t any better of an idea than Comcast buying TWC was. It should be stopped for all the same reasons.
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Empact将近 10 年前
For all the people despairing, I see plenty of reason to hope, and it comes in the form of wireless broadband. The hardware is getting quite powerful and inexpensive - for a few hundred bucks you can get a pair of dishes that will push a half gigabit, e.g. <a href="https:&#x2F;&#x2F;www.ubnt.com&#x2F;products&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.ubnt.com&#x2F;products&#x2F;</a><p>Basically anyone who can get locate a solid urban fiber backbone can build a network off it, in the same way that <a href="https:&#x2F;&#x2F;www.monkeybrains.net&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.monkeybrains.net&#x2F;</a> is doing in San Francisco.<p>There&#x27;s no reason a city can&#x27;t support multiple competing wireless line-of-sight networks, given that they don&#x27;t face the same high infrastructure cost of wireline service.
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spydum将近 10 年前
The bright house acquisition is the saddest part. They had a very odd relationship with time warner to begin with (sort of like a remora). They have some of the best customer service, and are about to be gobbled up by some of the worst.
charlesdm将近 10 年前
Malone has been busy lately! Strategic thinker with an impressive track record.
jusben1369将近 10 年前
It sure seems to have worked out well for TWC shareholders to have this merger take 18 - 24 months longer. Those are some big increases in valuation&#x2F;price.