Nope. You are the idiot. VOD is fine with or without a T bid and is properly positioning for the future of communications. If you are digging that deep then you have seen my calls on the exchange rate. The are on the money. DTV is a wild eyed knuckle ball with no logic other than to keep a batter from crowding the plate.
I have no expectation any decision makers are reading a message board but if so I stand by my opinions DTV is AOL rerun. Pay TV world is going to have a major makeover and satellite is going to get its bell rung very hard in the fight. Keep attacking the messenger instead of the message, idiot.
I still stand by that comment. This could very much be the case still. Very much so given the strange ranger move for a fading technology in DTV.
Keeping trying to kill the messenger instead of the message that DTV is dying money.
It isn't a fire until DTV signs an NFL contract within T's parameters and antitrust regulators approve the deal. Then we have AOL act II.
If you had to pay to search....LOL AOL and Time Warner thought the same thing. Google isn't charging. This same scenario you speak of would end up in antitrust courts as well. You said it yourself. ....could destroy Google's profits AND THE TECH INDUSTRY. Tech industry has already been down that road and one should know how that turned out. You eventually get kicked in the head. Since such a move would destroy the tech industry then what's the odds such will occur? Pretty slim...
Nope. If anything Google employees should be cheering for Stephenson to the ignorant enough to dump $68B on satellite assets. Cash expended, more dividends to be paid and additional debt to make payments upon DTV acquisition. These obligations for a mature subscriber base set for serious fade problems in its home market deriving 80% of its revenue. AT&T gets heavy weight on cash flow from falling satellite revenues and therefore hurts capex needed for 1 gbps ISP deployments. I guess T will have some tax write off to avoid Uncle Sam.
Ask the boys what happened in KC when you ignore the competitor. Google took the gold and will be hard to ever gain them back.
You boys don't seem to get it. Fiber itself isn't the huge game changer. G.fast is the game changer. Google is only the goose to spur the change. If you aren't going to offer 1 gbps speeds then someone else will. G.fast at 20% of the cost of fiber with little red tape or labor issues provides 1 gbps. DOCSIS 3.1 a/k/a Gigasphere is cables tech version of G.fast. Gigasphere however lacks the upload capabilities of G.fast. My point is people want higher speeds and Google is the goose. The increased bandwidth allows for ample room to stream video seamlessly. The spoils go to incumbent copper of which T only has old copper in Parts of 21 states.
It's easier for an already positioned phone and ISP provider to tack on TV service when the line is already in place using the same pipe. Good old bundling Is the key and satellite is not needed when you have a ten wide highway not using half the lanes. As I've written for the states, the incumbent telecom who owns the old copper into the home will have the spoils with G.fast technology. The 20% cost of fiber is something you can't ignore. Carlos Slim has the majority of old copper in Mexico and is giving up very little of it in the assets roll off. There was no reason for him to relinquish his rights for Dish Mexico. None. Telvisa is the Mexico monopoly for TV which will get pressured. Slim has 18 months to build out a fiber backbone before launching IP TV. G.fast is roughly a year out from commercial launch so the time frame isn't a huge disparity.
P.S. The billionaire has already taken South Amercia by storm but is going to tack on TV now as well. ....without using satellite! The copper incumbent has the upper hand......
Looks like VOD stockholders are experiencing a consolidation of their own as well as a backfill of the breakout last August. The big boys know the big picture but everyone has their motives.
Once again reviewing the P&F chart. It is interesting to note a prior pattern breakout from 2009 had a backfill completed in 2010 and then VOD went on a run for the following +five months. Expect to see impacts beginning for fiber purchases as a bundle position brings marketing advantage, in addition to the major network upgrades increasing service quality. Also expect some interest to build as SmartPass is launched across EU this year as well as M-Pesa in India continues begins life. SmartPass has the advantage of immediate scale and acceptance by partnering with Visa. M-Pesa has to build from the ground up.
The scaled acceptance is a key factor the lady missed yesterday with smart payment article. She referred to gas or department store credit cards before Visa and MasterCard came onto the scene. Working to gain wide acceptance was the key to success. Visa's network is already widely accepted. Google's wallet hasn't been widely accepted at this time. SmartPass will be immediately widely accepted by piggybacking Visa's network. All it takes is Visa changing out terminals in mass which is what they are doing across EU. The U.S. is soo far behind on ISP and mobile payment deployment. G.fast can help on ISP but its going to take a bit for payments it appears when everyone is raving about chip and pin plastic cards.
Alfonso, Zacks is automated junk. Pay no attention. You realize what dividend yield would be? Should have stuck to my guns before soaking up powder as it appears ADRs do want to close the gap from last August. 20/20 hindsight.
Ron, Colao is turning a ship that would have been stranded in mobile. The future is in fiber and VOD has very wise management grabbing very, very well positioned assets to make VOD a well rounded provider of bundled services. Those providing fiber and fiber hybrid ISP to the market will be in the driver's seat.
Problem is they only operate in 21 states for that triple play and DTV will be losing revenues to other ISPs in the markets T cannot recapture DTV defections as G.fast is deployed. I've never said T doesn't have a good existing market position in the markets it operates within. The problem is satellite TV defections across the U.S. for which T doesn't operate land line. Been my same point all along. T can only recapture a minor portion of satellite defections and that is even a waste because DTV is a duplicated service given U-verse TV is already in place.
So cost effective that Google Fiber is offering a bundle TV package with internet service for as cheap as satellite is offering (in the U.S.) for pay TV alone. DTV doesn't seem to be so cost effective does it? The states are subsidizing Latin American subscribers. Start losing U.S. subscribers to ISPs and what do you think will need to happen with satellite rates south of the border to sustain same level of profits? DTV is a long term dilution of $68B to T shareholders.
ISP bundling with giga speed is going to wallop satellite TV. There is no need for satellite when the 747 (streaming video) is flying in the grand canyon. Stephenson reasoning for DTV was along the lines of streaming web TV being a bandwidth hog doesn't hold water when a ten lane highway is installed and you will use a lane or two for TV. Heck, even three lanes if you have three TVs running simultaneous in the home. The market is changing and Google has proven people want 1 gbps internet and will bundle TV with it. Who dominates pay TV once 1 gbps ISP is installed? It isn't satellite. Sure, satellite can provide an avenue to avoid bandwidth consumption but who needs a car pool lane when the traffic moves completely uncongested using three lanes of a 10 lane highway?
Slim looks to line up the triple play and it won't be with satellite. That should be your sign. Latin American king pin, who is the worlds second richest person, renounces rights to acquire a satellite provider at the same time declaring an intent to enter pay TV.
Nothing has been a copy and paste. I wouldn't doubt if this message gets deleted. I made the simple statement no copy and past comments are being deleted yesterday and that one was even deleted.
What is even funnier here is you did read my post on Carlos Slim's maneuvers and you have no reply to AMX's comments of a fundamental shift in telecom. Most headed in the right direction but one notable blundering fool going in the wrong direction. People want high speed ISP and will bundle TV with whoever provides it. How good does DTV look south of the border when Slim starts offering mobile, internet and pay TV bundles? Who is laughing now?
He is just like someone else we know. Very skilled at not discussing the whole picture. That goon is running headlines to grab clicks. Love how he dogged earnings and capital outlays but doesn't put it into terms how much earnings is being impacted by a huge boost in capital outlay which will be relatively short lived. This has been the point of a few analysts. Temporary capital spending boost which puts their network at the forefront. Tempted to become a Motley Fool author just to start hammering the points back. Maybe the Fool author is Eye_rub wearing another hat.
Nobody wanting to discuss the fundamentals of pay TV's future tells me I'm on the right track. You can thumb it all you want but nobody wants to get down to the brass tacks and talk shop on pay TV's future.
LMAO Lapdog. No, it's not going to be Google or Verizon. It is going to be the second richest man in the world, Carlos Slim, who is going to take Mexico by storm. Read the articles. They are looking to sell towers and pass off some mobile subscribers as well as limited number of land lines. A great deal many more cell than land. Here is the catch. ;-) Carlos Slim is looking to enter the Pay TV market and will submit a license in the next 18 months. Now for the kicker in your pants as well as Stephenson's. The second richest man in the world is targeting a pay TV license while renouncing his right to buy Dish Mexico. Yep, the second richest man on the globe is walking away from satellite and in the same breath is still wanting to enter pay TV. How do you think he is going to offer it? G.fast at 20% of full fiber cost comes to mind since he already has a mother lode of copper controlled.
Second richest man walking away from satellite while Stephenson, who blew $6B on failed TMUS attempt, is going to spend $68B on a satellite provider. ROFLMAO There's your sign lap dog.