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Liberty Global Eyeing German Expansion?

Light Reading
LR Cable News Analysis
Light Reading
12/22/2010
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Happy hump-day, cable guys and gals. In today's roundup of cable stocking-stuffers, John Malone is apparently eyeing another cable MSO in Germany, Level 3 Communications Inc. (NYSE: LVLT) accuses Comcast Corp. (Nasdaq: CMCSA, CMCSK) of breaking a non-disclosure agreement, Discovery Communications Inc. (Nasdaq: DISCA, DISCB, DISCK) complains about Dish Network LLC (Nasdaq: DISH)'s place-shifting app, and Apple Inc. (Nasdaq: AAPL) does what Apple does -- sells lots of products.

  • A month after closing a deal for Germany's second-largest cable MSO, John Malone’s Liberty Global Inc. (Nasdaq: LBTY) is looking at placing a bid on Kabel BW GmbH & Co. , the country's third-largest MSO, Bloomberg reports. (See Liberty Splashes $5.2B on German Operator.)

  • Look for more spats between cable programmers and distributors over their TV Everywhere distribution strategies. Discovery Communications has complained to the Federal Communications Commission (FCC) that Dish Network doesn’t have the rights to place-shift its programming to iPads, iPhones, and Android devices using its Sling technology, according to Broadcasting & Cable.

    This argument may have a familiar ring to it. Home Box Office Inc. (HBO) CTO Bob Zitter aired a similar complaint about Sling during the National Association of Broadcasters (NAB) convention in 2006, long before Charlie Ergen's crew bought Sling Media Inc. (See HBO Exec: Sling Slags Copyrights.)

  • The dispute over interconnection fees between Level 3 and Comcast is heating up yet again, with Level 3 accusing Comcast of violating a non-disclosure agreement by blogging about their discussions tied to potential peering trials, GigaOm reports. (See Comcast: Level 3 Balks at Trial Offer .)

  • Akamai Technologies Inc. (Nasdaq: AKAM) lost an appeal in its patent suit against Limelight Networks Inc. (Nasdaq: LLNW), as the U.S. Court of Appeals for the Federal Circuit ruled that Limelight did not infringe on a key patent involving content delivery.

  • Apple is seeing strong holiday sales of its smaller US$99 Apple TV, with the company saying it expects sales of the Internet video device to top 1 million units this week . (See Apple TV: A 'Hobby' No More? and Will Smaller Apple TV Spell Big Trouble for VoD?.)

    — Steve Donohue, Special to Light Reading Cable

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    Jeff Baumgartner
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    Jeff Baumgartner,
    User Rank: Light Sabre
    12/5/2012 | 5:10:02 PM
    re: Liberty Global Eyeing German Expansion?


    John Malone and Liberty's expansion plans in Germany aren't looking good as Reuters reports that they've been outbid by a private equity firm for Kabel BW:  http://www.reuters.com/article/2011/03/18/us-kabelbw-sale-idUSTRE72H4VE20110318

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