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Phil_Britt
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Phil_Britt,
User Rank: Light Sabre
5/28/2015 | 9:47:09 AM
Re: Will be #2 after Comcast... FCC approves
KBode,

I agree, thought I don't know how much the large footprint was a factor. Charter's is fairly large, too. But the control of content and footprint are likely what spooked the FCC. Comcast having that much dominance would have harkened back to the days of three networks, though even with much more to choose from today there is very little good content.
KBode
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KBode,
User Rank: Light Sabre
5/27/2015 | 6:13:55 PM
Re: Will be #2 after Comcast... FCC approves
No,  just pointing out the stats, since they surprised me. I agree that they don't compete directly and therefore the competitive impact of the merger is nil.
mhhf1ve
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mhhf1ve,
User Rank: Light Sabre
5/27/2015 | 5:17:05 PM
Re: Will be #2 after Comcast... FCC approves
Even if the new Charter has a couple more million subscribers than Comcast... do any of their customers overlap geographically? Part of the logic Comcast gave for its proposed merger with TWC was that their footprints were in different parts of the country. 
KBode
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KBode,
User Rank: Light Sabre
5/27/2015 | 2:46:02 PM
Re: Will be #2 after Comcast... FCC approves
I've read a few stat analysis bits suggesting Charter would actually have 24 million customers to Comcast's 22 million...

I think it's COmcast's ownsership of NBC and that massive footprint that had the DOJ and FCC nervous.
KBode
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KBode,
User Rank: Light Sabre
5/27/2015 | 2:44:05 PM
Re: No shock
I think Altice sounds like it's interested in gobbling up the rest of the smaller players like Cox and Cablevision, assuming both companies don't ask for too much. Of course given that many people think Altice overpaid for Suddenlink, that may not be much of a problem.
steve q
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steve q,
User Rank: Light Sabre
5/26/2015 | 11:16:00 PM
Re: No shock
Maybe google will work with cox, I love to see how Verizon and the new AOL deal will work for those fios customer that like to use just the internet and not have to pay a high price for Tv.  Or there be somthing like what HBO did with apple given those customer that do not like to pay to watch Tv.
mhhf1ve
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mhhf1ve,
User Rank: Light Sabre
5/26/2015 | 9:06:49 PM
Will be #2 after Comcast... FCC approves
This certainly does "make all the sense in the world"  as Comcast points out -- and this deal is widely expected to be allowed because there is no monopoly issue here. The New Charter will be #2 after Comcast -- and it could provide Comcast more competition. 

Will Charter also get into the business of owning media properties? Verizon has AOL now. Does anyone think Charter has filled its merger appetite?
Ariella
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Ariella,
User Rank: Light Sabre
5/26/2015 | 4:20:24 PM
Re: Bubble boys
@mendyk yes, I got that. It's just interesting to see what does happen to brands and URLs. Even Radio Shack is supposed to be spared a complete demise from its deal with Sprint. As for revenue models, yes, short term doesn't cut it.
mendyk
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mendyk,
User Rank: Light Sabre
5/26/2015 | 4:17:31 PM
Re: Bubble boys
Well, nothing ever really dies on the Internet. But my point behind the snark is that it's hard to see why this "consolidation" is meaningful beyond the huge bonuses that the executives who engineer the deals will pull down. Aggregating businesses that essentially are based on revenue models that are likely to fall apart over the next decade doesn't seem all that interesting or exciting.
Ariella
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Ariella,
User Rank: Light Sabre
5/26/2015 | 4:12:15 PM
Re: Bubble boys
Pets.com is dead? I just had to test that out. I see the site redirects to Petsmart.
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