Cable Has One Thing Verizon Needs

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KBode 1/18/2017 | 8:08:32 AM

Re: Not Really I think if anything, they want NBC. But the cost of Comcast NBC Universal would be monumental. Something like an attempted CBS acquisition makes more sense given Verizon's attempt to pivot from fixed-line broadband toward wireless, marketing and media.

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KBode 1/18/2017 | 8:07:29 AM

Re: Interesting...but There's that, and then there's the fact that buying Comcast NBC Universal would simply saddle Verizon with a mammoth amount of debt. Also: Verizon has been trying desperately to pivot to media and advertising and get away from unwanted residential broadband markets. I don't see why they'd suddenly saddle themselves with tens of millions of additional residential broadband customers.

I think this is just stock jocks cashing in on their own rumor-induced share movement.

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GregW333 1/18/2017 | 7:34:04 AM

Interesting...but I'm a bit rusty in my 1996 telecom act knowledge but I think there's a clause that says that no one company can have more than ~30% of US broadband homes. Charter + TW was close to the max.

It is an interesting thought exercise but as you noted I can't believe the Roberts family would sell Comcast to anyone. They're constructing the tallest building in Philly is a statement of longevity. Yet, given that the only real difference, tech and biz, is the last mile who knows. The bigger issue that could cause regulatory angst would be the concentration of media assets.

Fun read...thanks

GW

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steve q 1/18/2017 | 12:13:41 AM

Re: Not Really The only reason I see Verizon buying Comcast is due their ability to provide more Wi-Fi customer. If you have a Comcast account you can hoop onto anyone router to use there Wi-Fi hotspot for no extra charge, and if you are a Verizon FiOS customer you don't have that option and more customer must go to location that have free Wi-Fi and that is the biggest issue with Verizon. With the new project in Boston ma we need to make it must better for those customers by given them a Wi-Fi hotspot with FiOS and not just Verizon wireless and it hope for the 5g, and they have to move forward with a app that will provide their video service like that of Comcast is testing in the Boston area.

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inkstainedwretch 1/17/2017 | 7:38:36 PM

The bundle The bundle remains a compelling marketing tool, and there is no reason why a wireless company and a cable company shouldn't merge. Yes, there are other wireless plays for cable companies, but there's a reason why the possiblity of Charter/Comcast/Cox buying T-Mobile is an intriguing notion. Comcast-Verizon sounds like a bunch of Wall Streeters praying for huge commissions, but such prayers have been answered before -- CEOs area bit more responsive than most gods.

-- Brian Santo

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CableGuru2015 1/17/2017 | 5:44:17 PM

Re: Not Really 5G is going to depend on microcell architectures to be effective, which is going to magnify exponentially the number of radio locations. Cable's infrastructure is perfect for that because it not only provdes broadband backhaul, it also provides power (a much overlooked part of the equation).

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ClientTe35162 1/17/2017 | 4:36:36 PM

Not Really No doubt VZ needs fiber to the towers but outside of that, 5G is an RF thing - doesn't need any kind of physical cabling to cust prem. Noise about Verizon wanting a cable co....hoping that's noise from outside Verizon with no confusion inside.

Who needs cabling to cust prem? Less technically aware companies that make huge investments in one-way communication facilities like satellite.

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