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mendyk
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mendyk,
User Rank: Light Sabre
6/13/2018 | 1:43:17 PM
Re: Giant steps
By simple population numbers, yes. But by monetary value, markets are far from equal. Anyway, the Web giants have had things their way for over a decade now. They now face a potential end to their literal free ride. My guess is they already know this. But the options are limited, and much less attractive than what they've had so far.
brooks7
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brooks7,
User Rank: Light Sabre
6/13/2018 | 1:02:27 PM
Re: Giant steps
 

I guess you missed my sarcasm.  Buying Charter, Comcast, Verizon, AT&T, and CenturyLink altogether ends up being less than a 10% of Worldwide market share.  So pretty much a waste of time.

seven

 
mendyk
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mendyk,
User Rank: Light Sabre
6/13/2018 | 10:41:43 AM
Re: Giant steps
Yes, although buying in China might not be an option for a while. But what about TMob/Sprint when those two come together?
brooks7
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brooks7,
User Rank: Light Sabre
6/13/2018 | 10:18:20 AM
Re: Giant steps
 

So, the question would be what part to buy right.  I would think that they should be buying China Telecom right?  That is where the biggest number of people are.

This is the problem for the content guys.  All of the US Carriers have a trivial market share of Worldwide Broadband Consumers.  So, why leverage them at all?  They will lose subscribers if they don't distribute the content that people like.

seven
mendyk
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mendyk,
User Rank: Light Sabre
6/13/2018 | 10:06:50 AM
Re: Giant steps
Yep -- the problem for the OTT guys is they can never own the distribution channel in full. But they may need to buy into that part of the business so that they have some bargaining power. That would mean investing significant money into what for them would be an unexciting, relatively low-growth and low-profit sector.
Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:58:19 AM
Re: Giant steps
This does all seem to be building to a point of conflict, right?

The Facebooks and so on NEED to reach the next billion people to keep growing, scaling and so on. They don't own the means of distribution and, as you note, can't control it.

So how will they get that control? Pay the telcos? Buy some of them? Build their own networks (not likely, hasn't worked yet). Am I thinking that part through correctly? Or is their next move something more obvious?
mendyk
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mendyk,
User Rank: Light Sabre
6/13/2018 | 9:49:17 AM
Giant steps
Re the analyst-predicted "merger frenzy" -- AT&T/TW isn't much different from Comcast/NBC. Worth watching, though, is what the OTT biggies end up doing regarding distribution channels. The business model they have now works well, but they don't have final control over it.
Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:42:41 AM
Re: media consolidation
I skipped around a bit but I came away impressed with how the presence of Amazon, Netflix, etc. have changed every industry related to every digital thing we do. You can't escape them and you can't take them on directly in their core business.

You have to have the ability to do... something else. I think the judge is wary of what AT&T might do with its market power but he also doesn't see how they can avoid owning as much of the content lifecycle as possible.

Truly an unusual case.
Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:40:15 AM
Re: Court time
>> So a tankerload of time and money was spent on what has been effectively ruled as a groundless action that may have been nothing more than a political vendetta <<

 

I think that's a better lede than the one I wrote. :)
mendyk
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mendyk,
User Rank: Light Sabre
6/13/2018 | 9:02:44 AM
Court time
So a tankerload of time and money was spent on what has been effectively ruled as a groundless action that may have been nothing more than a political vendetta. Well played, DoJ.
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