Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by arielm on Monday May 25, 2015 @03:01PM
(#9601231)
Consolidation in this space, in my opinion, is putting the future of the Internet in great jeopardy. I'm not sure exactly where we're heading, but i have a feeling the days of a "free" internet are numbered.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by jusben1369 on Monday May 25, 2015 @03:55PM
(#9601461)
I do wonder if the cable guys are going to go the way of the telephone landline via mobile. I can already get better speeds on my phone than most cable packages. They just need to increase the amount of traffic I can get and I'd drop the hardline service.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by dimino on Monday May 25, 2015 @09:29PM
(#9602491)
They're not even remotely comparable from a reliability or bandwidth standpoint, which is important for high quality streaming content (4k video from Netflix, for example).
These things will matter more as high quality content increases in availability. I also suspect you haven't recently tried to upload any amount of volume (photo albums, videos) on your mobile connection. I'd even consider it dangerous to compare the two, because the only folks I've ever seen consider them analogous are the ISPs themselves and only during takeover conversations, and only in reference to monopolies for service in particular areas (Comcast isn't your only option, you could also use your phone!).
Not to mention how completely untenable it is to play video games on a mobile connection.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by untog on Monday May 25, 2015 @05:46PM
(#9601867)
They have no incentive to.
They do, though. I pay ~$50 a month for my cable - if an LTE mobile operator offered a higher cap for even $45 a month it would be tempting to switch over.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by IBM on Monday May 25, 2015 @03:15PM
(#9601284)
Consolidation can also be good because a big cost is acquiring content and a bigger company will have more negotiating power with content owners. And if people just watch TV over the internet, then the internet companies will carry the cost of acquiring content leaving cable companies to invest in infrastructure.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by martinald on Monday May 25, 2015 @04:55PM
(#9601707)
The real problem is that the telecoms companies (AT&T and Verizon in most areas) aren't putting up any competition at all.
AT&Ts UVerse VDSL rollout is flawed (the cabinets are generally too far from customers premises), so speeds are too slow. Verizon has given up with further significant FiOS rollout.
I don't really think this matters too much. TWC and Charter serve different areas, so there is no real change in competition. You could argue maybe there is some changes in bids for content, or perhaps peering and transit, but I think the much more important thing is getting a competitor on the ground.
Everywhere Google Fiber has rolled out (or even said they may roll out) has seen huge service improvements from the incumbents. Instead of bickering over these merges, there should be more thought on how to get more Google Fibers out there.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by mmanfrin on Monday May 25, 2015 @05:41PM
(#9601851)
Seriously -- you'd think with that $60billion in acquisition costs, they could just instead plow that in to increasing coverage and service; but to do that would upset the tranquil waters of telecom oligopoly.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by click170 on Monday May 25, 2015 @10:05PM
(#9602601)
What I don't get is that the genie is out of the bottle now. Google fiber exists and the more areas they roll out to where the encumbamts only bump service after the fact only further demonstrates the point that they don't give a shit about servicing their customers, they care about charging them for speeds that don't improve until competition forces their hand.
Is their plan to literally sacrifice their reputation for a few short term profits?
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by markdown on Tuesday May 26, 2015 @12:42AM
(#9602987)
Sadly, you over-estimate the length of the memory of the masses. They forget very quickly, and will not consider "this company fucked me over for years" if the company currently offers them the best deal.
"..possibly pave the way for another major acquisition - that of a sizable cable or satellite company - to create a vertically integrated business. Morgan Stanley's analysts note that: 'In effect, Liberty would be reverse engineering into the structure of the original TCI before Liberty was spun off.'
This would represent a monumental volte face for Malone. His New Age strategy and McKinsey thinking would have all been for nought. Far from being the freewheeling deal-making machine of its youth, Liberty would be a much more sober proposition. Malone would back where he began.."
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by Eric_WVGG on Monday May 25, 2015 @03:25PM
(#9601323)
I’m a bit conflicted. First, Charter is nowhere near as large as Comcast, so no, it wouldn't create a situation where > 50% of American consumer broadband came through one company.
The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse.
Rumor has it that the rank-and-file at TWC was hoping for the Comcast merger to go through because they knew their own management couldn't fix the company. Perhaps Charter could pull it off? They are the one broadband ISP I have no experience with.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by ebbv on Monday May 25, 2015 @03:30PM
(#9601346)
Charter is smaller but it's still a regional monopoly just like Comcast and TWC are. Yes the Comcast + TWC regional monopoly would have been more monstrous than the Charter + TWC one, but that doesn't mean that either is good. They're both bad.
TWC's internal issues are completely and entirely beside the point.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by jessaustin on Monday May 25, 2015 @05:11PM
(#9601774)
Perhaps Charter could pull it off? They are the one broadband ISP I have no experience with.
Charter cable and internet seem pretty solid. Their business phone service has had terrible growing pains over the last year [maybe two years? my memory fails me], with multiple, multiple-hour outages during the middle of business days. Our sales guy told me they've recently decided to implement rolling switch restarts after future emergency outages, instead of trying to restart every switch in their network at once and getting their shoelaces tied together. I told him that sounded like a good idea, so good that perhaps they should have had it from the very beginning.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by Empact on Monday May 25, 2015 @06:16PM
(#9601958)
For all the people despairing, I see plenty of reason to hope, and it comes in the form of wireless broadband. The hardware is getting quite powerful and inexpensive - for a few hundred bucks you can get a pair of dishes that will push a half gigabit, e.g. https://www.ubnt.com/products/
Basically anyone who can get locate a solid urban fiber backbone can build a network off it, in the same way that https://www.monkeybrains.net/ is doing in San Francisco.
There's no reason a city can't support multiple competing wireless line-of-sight networks, given that they don't face the same high infrastructure cost of wireline service.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by tacticus on Monday May 25, 2015 @11:44PM
(#9602838)
Except there is still a very limited amount of bandwidth in the air. Yes you can get 2 dishes that support half a gbit of traffic but you only get 4 or 5 of those up and running without interference. you still have significant scaling issues.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by spydum on Monday May 25, 2015 @09:48PM
(#9602546)
The bright house acquisition is the saddest part. They had a very odd relationship with time warner to begin with (sort of like a remora). They have some of the best customer service, and are about to be gobbled up by some of the worst.
Re:Charter Said to Be Near Deal to Buy Time Warner Cable
by jusben1369 on Monday May 25, 2015 @03:56PM
(#9601467)
It sure seems to have worked out well for TWC shareholders to have this merger take 18 - 24 months longer. Those are some big increases in valuation/price.
These things will matter more as high quality content increases in availability. I also suspect you haven't recently tried to upload any amount of volume (photo albums, videos) on your mobile connection. I'd even consider it dangerous to compare the two, because the only folks I've ever seen consider them analogous are the ISPs themselves and only during takeover conversations, and only in reference to monopolies for service in particular areas (Comcast isn't your only option, you could also use your phone!).
Not to mention how completely untenable it is to play video games on a mobile connection.
Which they will literally never do. They have no incentive to. The absurdly low caps allow them to consistently charge overage fees/print money.
They do, though. I pay ~$50 a month for my cable - if an LTE mobile operator offered a higher cap for even $45 a month it would be tempting to switch over.
edit: this is actually a more complicated issue and a large part of the blame needs to go to state/local governments who impede progress and competition in broadband infrastructure. http://www.wired.com/2013/07/we-need-to-stop-focusing-on-jus...
AT&Ts UVerse VDSL rollout is flawed (the cabinets are generally too far from customers premises), so speeds are too slow. Verizon has given up with further significant FiOS rollout.
I don't really think this matters too much. TWC and Charter serve different areas, so there is no real change in competition. You could argue maybe there is some changes in bids for content, or perhaps peering and transit, but I think the much more important thing is getting a competitor on the ground.
Everywhere Google Fiber has rolled out (or even said they may roll out) has seen huge service improvements from the incumbents. Instead of bickering over these merges, there should be more thought on how to get more Google Fibers out there.
Is their plan to literally sacrifice their reputation for a few short term profits?
Sad fact.
"..possibly pave the way for another major acquisition - that of a sizable cable or satellite company - to create a vertically integrated business. Morgan Stanley's analysts note that: 'In effect, Liberty would be reverse engineering into the structure of the original TCI before Liberty was spun off.'
This would represent a monumental volte face for Malone. His New Age strategy and McKinsey thinking would have all been for nought. Far from being the freewheeling deal-making machine of its youth, Liberty would be a much more sober proposition. Malone would back where he began.."
The other thing is, TWC is terribly managed, completely inept. Yes I know everyone hates their local monopoly, but I’ve lived all over the US in the past five years and can say with some authority that TWC is worse.
Rumor has it that the rank-and-file at TWC was hoping for the Comcast merger to go through because they knew their own management couldn't fix the company. Perhaps Charter could pull it off? They are the one broadband ISP I have no experience with.
TWC's internal issues are completely and entirely beside the point.
If Charter cleans house I'd expect a pretty big improvement in service quality for TWC customers.
$WORK is a customer & competitor of Charter and TWC, they've sued $WORK for something dumb and lost. I'd still rather deal with Charter over TWC.
Charter cable and internet seem pretty solid. Their business phone service has had terrible growing pains over the last year [maybe two years? my memory fails me], with multiple, multiple-hour outages during the middle of business days. Our sales guy told me they've recently decided to implement rolling switch restarts after future emergency outages, instead of trying to restart every switch in their network at once and getting their shoelaces tied together. I told him that sounded like a good idea, so good that perhaps they should have had it from the very beginning.
There is absolutely 0 chance TWC is worse than Frontier. I've had both, it's not even close.
Basically anyone who can get locate a solid urban fiber backbone can build a network off it, in the same way that https://www.monkeybrains.net/ is doing in San Francisco.
There's no reason a city can't support multiple competing wireless line-of-sight networks, given that they don't face the same high infrastructure cost of wireline service.