Joe Stanganelli 6/26/2017 | 6:20:34 PM
Re: Does AT&T Deserve Time Warner? @daniel: That POV might be a tad alarmist. IMHO, it's really llittle to no different than, say, the example given in a recent story on Light Reading's Enterprise Cloud News site about the digital transformation of Deluxe Corp. -- once known strictly as a check-printing company. (link)
danielcawrey 6/26/2017 | 5:38:48 PM
Re: Does AT&T Deserve Time Warner? It's interesting to see these service providers get into content. Yes, it does make sense - especially given the existential threat that technology companies like Google, Netflix etc. could have on business. Yet I am wary about all this consolidation. It doesn't seem like a great thing for consumers if you ask me. 
Joe Stanganelli 6/26/2017 | 4:08:44 PM
Re: Does AT&T Deserve Time Warner? @KBode: Oh, well. I'm not a customer of either. ;)
KBode 6/26/2017 | 3:04:19 PM
Re: Does AT&T Deserve Time Warner? "Other days, and for other organizations, they blow another."

Yep. We saw that with the approval of the Charter Bright House and Time Warner Cable deal, a deal that was supposed to bring everybody the miracle of next-generation services, but has so far only doled out 40% rate hikes and somehow even worse customer service.

Enforcement is entirely and utterly arbitrary. More often than not, utterly unenforced. 
KBode 6/26/2017 | 8:06:45 AM
Re: Does AT&T Deserve Time Warner? I'd agree. From the sound of things he was only even threatening blocking the deal in the hopes of toning down critical CNN (Time Warner owned) coverage. I imagine the summer is going to be notably heavy on the M&A front. Anybody thinking this kind of consolidation ends well for consumers or smaller competitors -- especially as we move to gut consumer privacy and net neutrality protections -- are fooling themselves. 
Joe Stanganelli 6/25/2017 | 11:29:08 PM
Re: Does AT&T Deserve Time Warner? @marjsdad: As an attorney, I have found antitrust law to be among the most whimsical areas of law. Some days, and for some organizations, the winds blow one way. Other days, and for other organizations, they blow another.

The particular irony here is that the US government (albeit under a different administration) barred AT&T's proposed T-Mobile acquisition for antitrust reasons -- and yet, arguably, AT&T being allowed to acquire TW would potentially give it far greater market domination than acquiring T-Mobile would have.
Joe Stanganelli 6/25/2017 | 11:25:16 PM
Re: Does AT&T Deserve Time Warner? @Phil: I consider the campaign to be a non-issue; Trump, like most politicians (Presidents being no exception), has decided to move forward with some campaign "promises" (e.g., wall efforts, moving to dismantle the ACA, ) and not move forward with others (e.g., investigating/bringing charges against HRC, not moving to cut Social Security & Medicaid).

Certainly, though, he may go against what he said...or he may stick with it. But you are quite right that disallowed mergers are the exception and not the rule. It will be interesting to see what happens here.
Phil_Britt 6/23/2017 | 7:30:36 PM
Re: Does AT&T Deserve Time Warner? The merger will go through, despite what Trump said during the campaign. Then it won't be long before T-Mobile and Sprint tie the knot. There are very few mergers the government doesn't allow, and the current powers that be seem more "big corporation" than ever.

Would expect other, similar, mergers to follow as everyone tries to have an even playing field.
marjsdad 6/23/2017 | 12:59:02 PM
Does AT&T Deserve Time Warner? I'm not sure what the valuation is now, but at the time the AT&T / TW deal was announced, AT&T's market cap was 2-3 times that of the combined Comcast/NBCU. And, as you said, Comcast only has regional reach on the distribution side. However, I think the fact that TW has no major broadcast network sort of counterbalances AT&T's size and DirecTV's national scope. So, it's kind of a tossup, in my opinion, although it's not exactly apples to apples. Also, I don't think charging exorbitant license fees either on the TW side or on the NBCU side would help either entity in the long run. There's more pressure now than ever for programmers to want to stay "in the bundle" - fat or skinny.
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