How many thousands of hours did he stand on the mountain and preach to the masses that T was going to buy VOD? How did that work out?
"LOL The legal fight will drag a couple years but the pay TV moat is gone, destroyed. BOOM"
Mr small you seem to have the ability to see the future of telecom and satellite like no other analyst I read.
Are you clairvoyant just as to the future of T & brethren or does your ability stretch further to other business sectors? And can you see the future of people as well -- who will die and those yet not given life.
Are you Him?
You are amazingly consistent at taking what people say and twisting it into what you want them to have said. You are clearly a Liberal. Goodbye. Waste of time. AT&T a better buy than ever with the DTV purchase and the new ruling. That's the last reply you'll ever get from me.
ISPs like Google can now have easier access to right-of-ways and easements which telcos have enjoyed under common carrier status. Quite the opposite of the garbage you are spewing Klown.
LOL The legal fight will drag a couple years but the pay TV moat is gone, destroyed. BOOM
It will increase investment. That is GOP scare tactic being repeated.
Incumbents will now be forced to upgrade their networks (or just flip the switch in some cases) to support bandwidth capable of streaming TV or the competition NOW has easier access to right-of-ways and easements BECAUSE OF TITLE II common carrier status now placed on internet companies. If the incumbents refuse to invest then potential ISP competition has a hugely easier ability to build a network. The networks the Telcos erected as telephone common carriers (allowing for ease of access) has morphed into ISP networks over the years. Common carrier status under Title II classification gives the new ISP competitor an equal access footing. Build it cartel or someone else will. Cuban doesn't really seem to consider Google scenario where they can now come in and not only steal the ISP position, but VOIP and text, potentially even mobile if Google completes an MVNO with S and/or TMUS. Incumbents will have to defend market share as the competition is now afforded easier access to deploy infrastructure. Take note Google's struggles in Austin deployment, specifically fights over utility pole access.
Stephenson buying DTV and avoiding broadband was brilliant.....New Broadband investment is now stifled, existing Broadband prices are going up and Directv will be the benefactor of both. Unbelievable how smart they are over at AT&T.
HaHa. I've said here 3 dozen times that Broadband bills would go up and a la carte TV would cost more, meaning it wouldn't be rolled out en mass because the profit margins are garbage. You think Google is stalling new Fiber rollouts now? Google won't be doing anything after this ruling. Smalls is a silly cable puller/ option player that doesn't even have a college degree. Stephenson, yet again is brilliant and so is DTVs leader, Mr. White...White said there was no rush to do a low margin OTT like Dish was doing with Sling...... now it's even lower margin as a result of the ruling. Tell Smalls to get over it, T's not buying VOD and DTV will not be collapsing ANYTIME soon. Have a great weekend. Later!
Interesting. Should we keep this Leonard post alive for the rest of the year?
leonard4mvp • 6 minutes ago Flag
0 users liked this posts users disliked this posts 0
Shorting S&P over 2115! Upside limited! Downside Unlimited!
Top is in for year folks!
They just replayed his comments.
He said WORD FOR WORD " It's not gonna increase investment. There is no scenario where people are gonna invest more money so there's no scenario where you are going to get more competition because of the regulation, you know it's just crazy."
Smalls, you can spin it any way you want........what he meant by TV being dead as we know it was that TV is not going to evolve the way he and you want it to. Cuban wants competition, he said it's not coming. Google, etc.....won't be increasing competition. You can chase people around the T board telling them how smart you are and how doomed T is.......but nobody is biting.
They just had an analyst on there that listened to Cuban's words and he quickly said Broadband bills will go up and they'll be less competition, not more. Smalls is VERY, VERY uneducated. Insane is another word.