Funny. Thought the reason for buying DTV was to avoid bandwidth consumption. Those were Stephenson's words in an interview leading up to the merger approval. Pushing subs from U-verse is pointless as well other than to mask the subs loss that has been otherwise going on for DTV.
Just confirms that OTT is coming and the threat of new competition with it. New competition that will not have the heavy debt burden of DTV/AT&T. Not good for AT&T shareholders.
LOL Yes, AT&T isn't going to have anywhere to hide DTV from the onslaught of new OTT competition that doesn't have huge debt burden to service. If the bandwidth (internet) is becoming available to handle buffer free video to the consumer masses then that means the door is getting opened to OTT competition to deliver over the same pipe. Going to get ugly for DTV as its market barrier collapses. Already feeling the heat and chasing DISH into a skinny bundle.... LOL
DTV+AT&T=AOL+Time Warner rerun
You've already admitted you don't know how to read AT&T's financials so why would we expect you to understand how the structuring of any deal can make all the difference. You really are an ignorant klown.
LOL Keep making up the lies like you do IDs Go play your softball with your beer gut, chase the bar fly crowd and then check back in here later when you have no real woman to warm up at night. Poor old lonely guy got left behind at the softball fields. Knocking on fifty but stuck in the idiot early 20's rut. Sad, so sad.
Somebody pumping a quick turn trade likely but the rumor failed to move the needle that day if I remember. I'd guess less than a coin flip odds. The article mentioning AT&T and VOD in the same sentence as possible bed mates is a joke now that it is stacked with debt over long amortizations. VZ on the other hand may have a good chunk of debt but it is significantly short amortization load. I could see VZ coming back to the table in another couple years as a suitor with a loaded elephant gun after it has greatly reduced the debt load. AT&T on the other hand doesn't look like it will have any kind of big caliber ammo as the DTV structure didn't add squat for new FCF when consideration of the new debt issue and new dividend costs are factored against the existing DTV FCF.
The yield is that high because the market hasn't bought the yield down given financial risk concerns. If the financials were that solid this equity would have a 3% yield and the price would be higher. Lots of stocks can have a big yield right before the problems come to head and it has to chopped....
If happy in your late 40's is sitting around a crusty old pub chasing bar flies post softball game is happy for you, I feel very sad for you. What a klown. It's people like you that show up at a high school reunion and everyone else just shakes their head in pity. Still single approaching 50 and chasing bar flies. Sad, so sad.
There were Chinese rumors a couple years ago too. For a short period Softbank too. The key here is VOD now has a wireless network second to none and everyone and their dog with a brain knows with 5G capabilities that the fixed player (satellite and cables) is to become an inferior final mile delivery pipe. VOD is by far the lead player pan EU. Liberty is under the same pressure BT was before it bought out the respective lead wireless play in the U.K. It isn't AT&T that Liberty will get in a bidding competition with, it would be VZ or possibly the Chinese.
I've had little time and that isn't going to change for at least a month. Maybe I'll make another run at iii in a couple months.
The previous management was very smart. Sell out to an idiot squirrel at the market peak before the competitive barrier collapses and screws the margins and your existing business model/debt load. OTT delivery is what crushes the barrier. Now you go from two satellite options and a local cable provider to an endless choice of IP feeds for buffer free video consumption.
No need to talk to myself like you do with multiple IDs. Klown. Which dive are you going to troll for call girls this evening?
LOL Those OTTs don't have the massive debt to service in their business model NOR do the content providers who go direct to consumers and bypass the bundler need to pay for the debt on that antiquated satellite delivery infrastructure. DTV is going to get squeezed and is scrambling just to try to stay in the game....headed to the end of the bench just like AOL
No need to meet a klown like you. Just like all your other fake IDs and lies about vacations it would be just another lie unearthed.
Keep telling yourself playing softball with that beer gut and chasing bar flies isn't a miserable way to live as you approach 50. You really are that person people shake their head at during the class reunion. Grown man still acting like an immature klown. What a pity.
“It’s here, it’s now,” Shammo said. “It doesn’t have to wait for 2020, but it all hinges on the availability of that spectrum.”
Going to crater the market barrier enjoyed by the two satellite providers and local cable company. DTV=AOL rerun
Wheeler: 5G Spectrum Decision by Summer
Yep, its coming and AT&T has the same view of VZ with 4G deployment....AT&T in the rear looking at VZ's rear posterior as VZ takes the lead in 5G. 5G that will crush pay TV bundler barrier. VZ much smarter going after organic video growth while AT&T bought DTV placing them as the one with an endless number of OTT's breaching the wall.
VZ is busy defining 5G while AT&T says,
AT&T Mobility chief: Don't get too excited about superfast 5G wireless yet
In response to Verizon's plans to move to 5G, AT&T's Glenn Lurie says he prefers to wait until the industry can agree on what the technology will look like before making any proclamations.
Like I said, VZ the leader and AT&T behind. The real issue is when you get a TMUS or Sprint etc that start running in 5G and provide a very competitive video delivery pipe alternative to satellite or cable TV with generous data caps. Kiss DTV revenues goodbye as it is flooded out with OTT competition. I wouldn't touch a satellite or cable TV bundler with a ten foot pole and likely why Apple backed away from OTT bundler market and instead will focus on apps. There is little differentiation possible in bundling that creates a good moat. NFL Sunday Ticket is a joke of a differentiation with them having to give it away as a teaser and it accounting for a small portion of the subscriber base.