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Mitch Wagner
Mitch Wagner
5/22/2015 | 5:59:57 PM
Good day
Good day to be a TWC investor!
mendyk
mendyk
5/23/2015 | 10:28:36 AM
Re: Good day
This isn't quite on the level of the developing "innovation" bubble , but it's moving in that direction in that the only thing driving share price surges is M&A speculation.
Joe Stanganelli
Joe Stanganelli
5/23/2015 | 11:43:24 PM
Re: Good day
To be fair, most of the tech sector runs on M&A speculation.  We see it more on the private side with startup acquisitions, granted -- making it all the bigger a deal when there's talk of it happening with public companies.
danielcawrey
danielcawrey
5/23/2015 | 1:21:47 PM
Re: Good day
I wouldn't be surprised if regulators block other deals for TWC. I think the concern is that there is too much concentrated power in an industry that is not growing, but contracting.

Cable operators need to find a way to compete with streaming services – I'm not sure consolidating power is the right answer to that. 
MikeP688
MikeP688
5/24/2015 | 3:59:46 PM
Re: Good day
As I read through the discourse on this, what I saw below also "popped" my eye--but I continue to wonder whether the train has "left the station" as we see Apple TV coming out soon, as we see the alternatives developing before our very eyes:

FCC isn't against all cable mergers

 

The Federal Communications Commission chairman has sent a message to cable CEOs: it was against the Comcast-Time Warner Cable deal, but that doesn't mean all future cable mergers are doomed. FCC Chairman Tom Wheeler called cable executives to let them know they shouldn't assume the agency is against consolidation. Each potential deal would be viewed on their own merits, he said.  WSJ (subscription required)

 
Joe Stanganelli
Joe Stanganelli
5/23/2015 | 11:41:47 PM
Re: Good day
Darn right, Mitch.  The stock reached an all-time high (and a huge all-time high at that) on Friday.

Of course, that's based on a lot of hype right now; if a good deal isn't reached in the near future, that stock could drop significantly.
MikeP688
MikeP688
5/24/2015 | 4:02:52 PM
Re: Good day
Cable Companies are not the only one suffering from such "hype".    Netflix, to me is also in the same class--although many here "in community" may disagree.    
MikeP688
MikeP688
5/24/2015 | 5:01:47 PM
Re: Good day (Beyond the Hype)
...but what should give the TWC, Comcast, Charter et. all a moment of pause is what I saw from my archives I wanted to pass on: h

http://www.smh.com.au/digital-life/digital-life-news/daring-to-diversify-netflix-bets-future-on-its-own-original-programming-20150421-1mphxn.html?eid=email:nnn-13omn625-ret_newsl-membereng:nnn-04/11/2013-technology-dom-technology-nnn-smh-u&campaign_code=13ITE007&promote_channel=edmail&mbnr=MTA3MTMwMzc

 

The future is bound to be for the "Bold"--Marissa Mayer noted this when she reflected upon the advise she got as she left Google--and whatever reservations I may have had-I view it as a bold move.

Interesting times...isn't it?

 
Joe Stanganelli
Joe Stanganelli
5/24/2015 | 9:46:38 PM
Re: Good day (Beyond the Hype)
Netflix has been using a very formulaic approach in terms of its original programming.  For instance, the American version of House of Cards came about because Netflix analysts determined it would be a good idea based upon its customers really liking Kevin Spacey movies and really liking the original BBC House of Cards.

Really goes back to the old Hollywood saying: "Don't come up with a new idea; come up with a good idea."

So much for innovation.  ;)
MikeP688
MikeP688
5/25/2015 | 1:17:41 PM
Re: Good day (Beyond the Hype)
They are indeed a fascinating company to watch as they continue to evolve ever more--and if they pull off what they're trying to do in China, the sky's the limit--Unless Jack Ma has anything to say about it. 
Joe Stanganelli
Joe Stanganelli
5/25/2015 | 9:33:48 PM
Re: Good day (Beyond the Hype)
@MikeP: Why?  What are they trying to do in China?
MikeP688
MikeP688
5/25/2015 | 10:10:49 PM
Re: Good day (Beyond the Hype)
@Joe:  They are asking to be allowed into China--and if they're able to pull it off, I think you're lookin gat least a $ 1000 Stock easy.     
Joe Stanganelli
Joe Stanganelli
5/24/2015 | 9:43:45 PM
Re: Good day
I'm not so sure that Netflix is in the same category.  For one, the company is on the right side of current tech trends.  For another, the company already endured a major correction after all the brouhaha with customers over changing rate plans, its new interface, and its shortlived Quikster idea.
Mitch Wagner
Mitch Wagner
5/26/2015 | 5:53:35 PM
Re: Good day
Today is an even better day to be a TWC investor. :)
Joe Stanganelli
Joe Stanganelli
5/28/2015 | 10:50:00 PM
Re: Good day
@Mitch: That's right...keep making me feel bad.  :P
MikeP688
MikeP688
5/25/2015 | 1:19:02 PM
A Brief "newsflash":: Charter is "sharpening" its' Knives...
..as I just saw the New York Times reporting that Charter wants to buy TWC for $ 55 BIllion.  Never a dull moment--is there? 

 
Joe Stanganelli
Joe Stanganelli
5/25/2015 | 9:34:57 PM
Re: A Brief "newsflash":: Charter is "sharpening" its' Knives...
@MikeP: Of course, look for Charter to face similar regulatory/antitrust issues as Comcast did -- and whether or not Charter is willing to pony up to put up with those issues.
MikeP688
MikeP688
5/25/2015 | 10:12:27 PM
Re: A Brief "newsflash":: Charter is "sharpening" its' Knives...
@Joe:  I am sure you agree that John Malone is no "push over" and has probably thought this through in a major way--but we have yet to hear from the the French John Malone--it should be fun to be witness to :-) 
mhhf1ve
mhhf1ve
5/26/2015 | 9:30:12 PM
Re: A Brief "newsflash":: Charter is "sharpening" its' Knives...
I don't think Charter is going to run into the same problems as Comcast did with this TWC buy. The New Charter will still be #2 in size after Comcast, and it doesn't own any major media properties like Comcast does (NBC).
Joe Stanganelli
Joe Stanganelli
5/28/2015 | 10:49:39 PM
Re: A Brief "newsflash":: Charter is "sharpening" its' Knives...
@mhh: That's a good point.

Still, the DOJ, FTC, FCC, and all the other alphabet-soup agencies love to have their crack at deep-pocketed big businesses whenever they get the chance.
MikeP688
MikeP688
5/25/2015 | 3:43:07 PM
A "thought' For the day To Share w/all
As we await the latest From Charter I wanted to note this from the "land down under".   Can what Foxtel in Australia is dealing  with a precusor of truly what is before our esteemed Cable Suppliers?  Yes we've deliberated the trends--but this is quite stunning:  

http://www.smh.com.au/digital-life/computers/gadgets-on-the-go/how-many-foxtel-customers-will-defect-to-netflix-20150525-gh8u9h.html 


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