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Apple Inc. said it sold more than 300,000 iPads in the U.S. on the first day the device went on sale Saturday, tempering Wall Street's highflying expectations for the much-hyped multimedia tablet computer.
When you think about it. If comcast ever did acquire nbc, acquire S, can you imagine what they have become. Cabletv, internet, phone, wireless, and their own content (major content). Where is another co. like that? If you are T and Vz what is your counter? Go buy a content company quickly? What about the other cable operators? If I may think and speculate out loud. Smartphones are transforming the wireless industry from a content free game to a content is everything game due to the capability of smartphones. Presently all 3 biggies have no content in their portfolios. Well, S has some with their CLWR partnerships, w/the big cable companies (content content content)and all because of the spectrum S owns. Given this realization how important does buying S (and getting 56% of CLWR for free) become if you are a big content shop?
Good point rogue. If comcast ends up with the nbc deal and adds more to their content game, they still cannot afford to drop their guard against T&Vz. Comcast will still lack the wireless piece and for me it is astounding they have not addressed this by now. In fact, with an nbc acquisition they would have added incentive to acquire a wireless company given the strong smartphone trend in wireless that would clearly play well for a company with strong content holdings.
>>Comcast also conducted an internal review that examined which areas the company could expand through a big acquisition, according to an executive briefed on the matter who requested anonymity in order to discuss internal deliberations. Executives considered bulking up in cable, through a deal for Time Warner Cable. >>>They considered buying a wireless carrier<<< or an Internet company like Facebook, before deciding that big cable networks, of which NBC Universal has several, including USA and Bravo, fit best with their company.
Good article. I would not rule out Comcast as they still need a 4 play bill. I would not rule out Time Warner for the same reasons. DT doubtful- a foreign gov't. investing in major US telco is unlikely. One condition may allow such a deal, if S offloads landline business, then DT might get green flag to buy S. S landline would go to lvlt probably but maybe Q.