That's funny stinky ... signs are up all around my rural neighborhood for "SUPER" Highspeed" internet !!
And that would be "faster than YOUR" personal DSL connection !!
Sentiment: Strong Buy
The combined AT&T-DirecTV might also take advantage of acquisition opportunities that DirecTV could not make on its own.
In 2013, DirecTV was looking to buy Vivendi's GVT, which provides Internet, phone and TV services in 149 Brazilian cities. The talks unraveled because France's Vivendi said the bids it received were too low.
One asset that analysts have mentioned as a potential takeover opportunity is TIM Participacoes, a cellular service provider that Telecom Italia is widely expected to sell in 2014. That could give AT&T an opportunity to accelerate DirecTV's roll-out of high-speed wireless Internet in Brazil and would give the company access to TIM Brasil's 73 million customers.
Latin America could be jewel of AT&T-DirecTV deal
BY LIANA B. BAKER AND MARINA LOPES
NEW YORK Mon May 19, 2014 12:13am EDT
I'm talking about High Speed Broadband. The DTV deals opens up all kinds of market in S.A. Stick to copy and pasting.
Foolish statement. Satellite broadband is not enough to deliver lag free IPTV. How will DTV grab any IPTV market when it isn't fast enough?
How is DTV opening a door to mobile phone sales? Please explain. AT&T can sell those phones with or without. Bundling does indeed reduce customer churn but this doesn't deal with bandwidth expansion impact on limited market choices of today. Bandwidth expansion destroys market moat of local pay TV bundlers. DTV without a doubt an AOL rerun. Overpumping of joined potential with disregard for advancing technologies destroying market moat.
Disregard my teeth all you want. A couple years down the road you will have a destroyed market moat in pay TV, $20B in DTV debt assumed, and a pile of dividend expense on the new shares issued by T. Stephenson already gave up $6B in failed TMUS bid will make +10X the error with DTV closing.
I know T has been around for ever and they have been paying and raising the div for over 25 years, however, 5% div on a blue-chip is a little high, no? Any thoughts on div safety?
The DTV deal is already opening all kinds of doors for growth, much of it including Broadband expansion (which will catch some of your IPTV) , mobile phone sales expansion,etc that will not have any ties to what DirecTV does or doesn't do. DirecTV simply opens the doors to those market$ that couldn't be opened without DTV......even though DTV will thrive in certain markets (8 year NFL deal, Soccer in Latin America, International channels for foreign Americans, Hotels, Sports Bars, Millions that want ALL forms of consumption etc.... . Content providers aren't going to alienate that market and the large advertising dollars that they provide. You have no knowledge whatsoever of AT&T's business future. You're a techy and an attack dog without any teeth and that's why you are here instead of running a business. I find you irrelevant and goodbye.
25 competitors on the Apple app. You avoid the discussion with ramblings about me being repetitive.
That isn't just my prospective. It is a fact. Fact: Increasing bandwidth will allow for that Apple app to stream lag free video. When will sufficient bandwidth be deployed? Fact: Already starting as all of the four major mobile providers roll out LTE-A. Fact: G.fast will remove 80% of the cost to deploy the required bandwidth over fixed line. Fact: Even little old TMUS has plans to cover 23 of the top 25 U.S. markets with LTE-A by the end of 2015. (kicker is it was Stephenson's blunder that gave them the AWS spectrum which is now worth more than the $6B market value when T handed it over to TMUS).
Ultra high speed ISP is the position to be sitting in, not in a middleman TV bundler position. =satellite TV bundling=dead money.
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Joe Pags made a song in his honor ... all about him being a little "Chicken McNugget" :-)
Sentiment: Strong Buy
Humm, sounds like 'Bill or Warren, or whatever' changed his name to hide the fact he's German / Italian .. a "snot-zy", trying to takeover NYC, then the U.S. - then the WORLD ... (ya think ?)
"This is about the middlemen bundlers finding a jam packed room full of competition after being in a room of only three competitors in most local markets...yada, yada..."
That's your prospective. Another is that "this" is about your repeating the same things over and over and day after day. Your addiction compels you to type or die -- at some point a 1920's style telephone appears on your shoulder and starts to ring in your brain and you answer with another negative post-- could be a matter of minutes until it rings again. I've seen this before, you have a company fetish and it's Ma Bell.
And before I forget to ask, what do you think of the DTV deal?
You won't touch the bandwidth expansion to the masses brings choices from 3 to 25 competitors. That goes without mentioning ala carte choice given to consumers. It isn't about content providers making less money. I never said as much. This is about the middlemen bundlers finding a jam packed room full of competition after being in a room of only three competitors in most local markets.
Your bigger concern than 25 middlemen in the room is the content producers that run the show and cut out the middlemen altogether with streaming ala carte. (HBO is the last one I needed to complete a half price ala carte vs. DISH) Point is, either way, middlemen such as DTV will have margins slashed competing against a packed room of competition as well as ala carte offerings.
AT&T dividend yield could rise further, if the T SP falls further again. But watch out if the DTV deal goes ahead. Lol. The dividend could come under big pressure with a cut, within Two years of deal being completed. You have been warned.
Sentiment: Strong Sell