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MikeP688
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MikeP688,
User Rank: Light Sabre
4/24/2015 | 3:19:53 PM
Re: Merger condition (Brief Thoughts)
With the deal now "Dead" we will have to see where the next shoe will fall.    Comcast will have to figure out a way to pick up the pieces because it will need to figure out how to somehow further scale its' business to avoid the wrath of regulators.   
jabailo
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jabailo,
User Rank: Light Sabre
4/23/2015 | 10:58:01 PM
Re: Merger condition (Brief Thoughts)
It's probably a balancing act.  Comcast (owners, executives) may be surveying the landscape and thinking...hey, we are in the wrong business.   We should be an OTT because that's where they easy profits are.

Problem is, who is going to want to run networks of wires and keep the connections.   How are you gonna keep 'em down on the farm when they've seen Hollywood Lights!?

 

 
MikeP688
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MikeP688,
User Rank: Light Sabre
4/23/2015 | 4:23:03 PM
Re: Merger condition (Brief Thoughts)
As I assessed deliberations here this week, it is ever so  interesting how tables have turned over the last few days.     FCC Staff has recommended a hearing on this--because it appears that they're not that "keen" on the past record that Comcast has had overall including the push over the so-called interent essentials it touted as part of its' past acquisition strategies.    The drama is set to continue as we all see whether the recommendation by the FCC Staff is in fact adopted or whether the Comcast Lobbyists will prevail upon the Commision to override it--Based on what I have assessed this week, we have not even heard from the Justice Department--have we?   Now that the Country has at least a New Attorney General, we may see some movement on it soon.....
brooks7
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brooks7,
User Rank: Light Sabre
4/23/2015 | 11:28:04 AM
Re: Merger condition
jabailo,

So why would the content owners suddenly want to restrict their viewership?  They don't do so in broadcast.  So why in OTT?  With the Sports exclusivity, there are Billions of dollars spent.  And the content is available still in broadcast, so is available on every distribution platform.

seven

 
jabailo
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jabailo,
User Rank: Light Sabre
4/23/2015 | 10:54:59 AM
Re: Merger condition
It would be a sad day for the viewing public if a company like Hulu, with exclusive rights to stream certain movies and TV shows, could only be viewable if you were part of a single Internet provider's network!

We already have that problem with sports streamcasts and the Olympics where you have to plug in a cable subscription before you can watch the internet stream.

 
brooks7
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brooks7,
User Rank: Light Sabre
4/22/2015 | 10:31:30 PM
Re: Merger condition
The cable companies are not owners of Hulu - the content owners are....Comcast is both.

seven

 
danielcawrey
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danielcawrey,
User Rank: Light Sabre
4/22/2015 | 9:03:09 PM
Re: Merger condition
I've always thought it interesting that the cable providers would work together in cooperation with Hulu. Now that its had some success it is difficult to figure out what to do with the fully formed company!

This is why the operators don't work together often – it leads to fights. 
KBode
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KBode,
User Rank: Light Sabre
4/22/2015 | 5:03:21 PM
Re: Merger condition
I think the antitrust concerns are more focused on the vertical integration and leverage in program negotiations issues, as well as the use of usage caps and other shenanigans to hinder OTT growth if Comcast's going to help the NCTA sue to disrupt net neutrality. The bad customer service is largely just a PR hammer on the nail, since Comcast can't seem to stay out of the papers for its horrendous customer service for more than a week at a time.
brooks7
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brooks7,
User Rank: Light Sabre
4/22/2015 | 1:34:48 PM
Re: Merger condition
And that is a monopoly problem under Taft-Hartley because....the like TWC's customer service?
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
4/22/2015 | 12:07:36 PM
Re: Merger condition
Many consumers concerned about the deal are concerned about poor customer service from Comcast. 
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