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Cable/Video

Adelphia Takeover Helps Threesome

Now that Time Warner and Comcast have finally gained federal approval of their $17.6 billion joint buyout of Adelphia Communications, the big question in the cable tech world is which equipment suppliers will benefit the most from the transaction.

With the nation's two largest MSOs slated to divvy up Adelphia's somewhat neglected cable systems and swap other systems to build up their regional market clusters, industry analysts expect the deal's consummation to unleash a big wave of capital spending. Comcast alone is expected to spend $150 million upgrading its Adelphia systems for VOIP and other advanced digital services over the next two years. And Time Warner, which will gain about two-thirds of Adelphia's 5.3 million cable subscribers, is likely to spend even more on system upgrades.

In a fresh dispatch from Wall Street, Friedman, Billings, Ramsey & Co. analyst Brian Coyne has a few ideas about which vendors will emerge as the winners. Coyne posits that Arris, C-COR, and CommScope stand to gain the most from the upcoming takeover because of their product portfolios and current positions with Adelphia, Time Warner, and Comcast.

Get the rest of the story at Cable Digital News.

— Alan Breznick, Site Editor, Cable Digital News

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