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Old 12-14-2013, 05:50 AM
 
1,194 posts, read 2,888,793 times
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Potentially. Charter prepares offer to buy Time Warner Cable

Anyone other then TWC is welcome in my book.
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Old 12-14-2013, 06:15 AM
 
Location: Cary, NC
38,746 posts, read 67,056,989 times
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Quote:
Originally Posted by stantheman78 View Post
Potentially. Charter prepares offer to buy Time Warner Cable

Anyone other then TWC is welcome in my book.
I would rather see competition than consolidation. And the STD's, i.e, FCC, FTC, and SEC may too.
And attempting to swallow TWC just may sink Charter. They are hardly large enough. And they aren't offering enough of a premium to TWC shareholders. I don't see TWC going anywhere near $135.

Another series of slants:
Dealpolitik: Time Warner Cable Under No Pressure

http://dealbook.nytimes.com/2013/12/...r=yahoofinance

$150--$160??
Charter closes in on Time Warner Cable offer - FT.com
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Old 12-14-2013, 06:37 AM
DPK
 
4,209 posts, read 4,752,593 times
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Quote:
Originally Posted by stantheman78 View Post
Anyone other then TWC is welcome in my book.
They're all the same level of bs really. If you think Charter is going to be any different, then you've got another thing coming.
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Old 12-14-2013, 06:49 AM
 
Location: Wake Forest, NY
613 posts, read 694,963 times
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We need more competition not less. Same goes for utilities and healthcare.
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Old 12-14-2013, 07:00 AM
 
Location: Cary, NC
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Since TWC has indicated a willingness to be acquired or merged, maybe an opportunity for GOOG, APPL, or MSFT to expand or diversify into delivery...
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Old 12-14-2013, 09:33 AM
 
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TWC is a goner. Only questions are when and by whom. USDOJ has already expressed concern about further consolidation. TWC might be split up as a result.
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Old 12-14-2013, 09:39 AM
 
Location: Cary, NC
38,746 posts, read 67,056,989 times
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Quote:
Originally Posted by wizard-xyzzy View Post
TWC is a goner. Only questions are when and by whom. USDOJ has already expressed concern about further consolidation. TWC might be split up as a result.
I'd just like to have a tenth of their ad budget to buy a nice Caribbean island....

It seems it would be as cost effective to put those funds into bringing us faster internet service.
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Old 12-14-2013, 10:52 AM
 
Location: Cary, NC
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Damn...no chance Verizon will come here
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Old 12-14-2013, 11:01 AM
 
3,274 posts, read 3,506,120 times
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Quote:
Originally Posted by MikeJaquish View Post
I'd just like to have a tenth of their ad budget to buy a nice Caribbean island.... It seems it would be as cost effective to put those funds into bringing us faster internet service.
Ad expenses are easy to criticize, but the flip side is that advertising works. TWC has existing customers to upsell, to dissuade from going OTT, and to defend from AT&T. TWC wants to poach people dissatisfied with U-Verse. About 25,000 people move into Wake County every year, and most of them live in the TWC service area and will want to buy Internet. Absent advertising, TWC would cede most of them to U-Verse. This is how the business game is played.
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Old 12-14-2013, 11:07 AM
 
Location: Cary, NC
38,746 posts, read 67,056,989 times
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Quote:
Originally Posted by wizard-xyzzy View Post
Ad expenses are easy to criticize, but the flip side is that advertising works. TWC has existing customers to upsell, to dissuade from going OTT, and to defend from AT&T. TWC wants to poach people dissatisfied with U-Verse. About 25,000 people move into Wake County every year, and most of them live in the TWC service area and will want to buy Internet. Absent advertising, TWC would cede most of them to U-Verse. This is how the business game is played.
Oh, I understand. No criticism was intended.

I have received probably 10 solicitations in the mail in the last two weeks, and it still amazes me.
And, I really don't have any hankering for a nice Caribbean island, anyway.
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