Pumping the pig as it buys an AOL rerun in DTV. T may actually hit $40 but it will be a temporary blip compared to when it becomes apparent Stephenson has bought a dominant TV bundler whose market barrier is collapsing. More or less his attempt to catch up, due to his lack of foresight, as VZ prepares to launch its eMBMS product this summer.
Price performance since he has become CEO speaks volumes. Dead money. VZ on the other hand will be one of many building out organic TV bundler platform that takes market share and profits from DTV.
Stinky bomb, "What happened to the Berkley guy and his Free Press article about why T/DTV could not possibly go thru based on some model you said would defeat the deal? I'm sure you will remember that. You started that stuff after you threatened us with Google for a couple of months. Anything new?"
It still applies. The market concentration is too high in overlapping markets shared by T and DTV. As many competitors have contacted the FCC (both competing ISPs and OTTs) any DTV+T approval should require conditions that will provide new competition to replace the elimination/consolidation of an already limited choice to consumers. Therefore, the FCC requiring AT&T to accept Title II will open the door for new competition to more than replace the elimination of choice. Not just replace but Title II's common carrier and net neutrality being put in place should lead to more competition than currently exists - which is why AT&T is fighting Title II so aggressively. If the klown Stephenson is ignorant enough to swallow the nasty poison pill (Title II) from the FCC then AT&T is overpaying for DTV by probably double.
Looks like someone got [female dog] slapped by Nige with the trailer house nation post and now the klown won't respond. Priceless stuff Nige.
Down because it likely will be with conditions of AT&T accepting Title II's common carrier designation of ISPs and net neutrality that basically opens the door to competition that has been relatively nonexistent in individual markets. AT&T accepts such conditions for DTV approval and they are accepting the monopolistic market barrier is going to be removed. DTV is just a bad move, period.
Big boys pumping the pig before T makes itself fatter for slaughter buying an AOL rerun in DTV. Title II common carrier designation for ISPs as well as net neutrality provision destroys the monopolistic barriers that have been enjoyed in ISP and pay TV bundler markets. AT&T getting highly leveraged to buy a position that is losing its market moat. The abilities of AT&T's capital position will be hamstrung at the very time they will need to be making necessary infrastructure upgrades to compete with newfound ISP and streaming pay TV bundler (OTTs) competition.
AT&T+DTV=Time Warner+AOL rerun. It took a couple years for the AOL-Time Warner disaster to be recognized as such and it will take the same for DTV-T.
Out on a long weekend getaway. Been too busy to come here for the klown act entertainment. I see you dodged the trailer park nation comment by Nige. Hits close to "home" for you doesn't it klown? Your bagging on Europe was a klown act throwing rocks when you live in a glass trailer house.
Good luck with the needed capex. AT&T barely covering its dividend right now and has a network severely lagging the coverage of VZ with lots of new competition coming for ISP and OTT video via Title II.
Wall Street's 'M&A Follies: Why the Curtain Never Falls
"synergy" ROFLMAO Apparently Stinky Butt Bomb doesn't forget who gets buttered up in these deals. Pumpin and dumpin. The AOL and Time Warner merger in 2000, the list of advisers included big banks like Citigroup, Goldman Sachs, Morgan Stanley, and Merrill Lynch. Now tell me again about those big bank analysts. Only concern is lining their pockets regardless of if it is truly a good move for AT&T as a company over the long term. Stephenson will retire just like Levins did.....
Liberal versus conservative. Not the point here. People with deep pockets in the U.S. quite often have European vacation property. The klown post rather voided as deep pockets wouldn't be buying multi-million dollar real estate to vacation in a trash setting.
Only ignorant klowns posting Europe is trash.
Did you bother to read DTV is a minority shareholder in the Sky Mexico. Televisa owns the controlling stake. Did you bother to read 80% of DTV's revenue comes from its U.S. market although Latin America has those big head counts covering half of DTV's head count? I doubt it or you are misleading. Also, have your read most of the big Latin America pay TV growth is OVER with saturation hitting at the 60% (U.S. sits in the 84% range and is considered saturated? Satellite is expected to capture some of the remaining growth but several reports indicate most of the net growth in Latin America will be streaming, satellite treads water, cable loses.
AT&T might even hit low 40s on a klown's pump and dump to those who don't bother to DD like your klown figures scratching the surface. Guess who wants into the pay TV market in Mexico..... ;-) Slim pumping for the action in exchange for reducing his control in the telecom market. Otherwise he is telling them to pound sand. Guess who gets to cause damage in the TV market if their market share drops in Telco. ROFLMAO Go pound sand klown.
Add just 40B market cap for the $70B in cash, stock and debt being assumed. ROFLMAO Yep, sounds about right klown as DTV will sooner or later be a negative cash flow acquisition when one counts for new dividend expenses, debt service, and impacts of Title II on the pay TV bundler monopolistic market.
You can ask yourself that question of over 50 and looking in a few more years when you turn 50 and still single with a blow up doll for a girlfriend.
You apparently haven't ever been to Europe. Maybe you should stop and ask yourself why a ton of Hollywood and U.S. sports figures with deep pockets own homes/vacations flats in Europe. They can afford to live anywhere in the world but the most often pick the Europe. I believe Brad Pitt/Angelina Jolie have a couple homes in Europe. I guess the world's wealthy love living and/or vacationing in trash. You really are an easy target klown with the best price entertainment. Free entertainment from your ignorance.
Klowns. AT&T is cutting capex. Will be interesting to see how they "own" that market without some massive capex. Capex that AT&T can't afford as it barely covered its dividend in 2014. I guess AT&T could cut its dividend.
Use the short window to play the fool. Dead money since Stephenson took the helm. Dead money for the last year...
Agreed on what will be put under the carpet.
Don't forget a large reason for much of the short interest is simply DTV shareholders shorting shares for a hedge on what they will receive. .....Maybe the big boys see what is coming if FCC should put the brakes on? Pump it in order to unload their shares before the brake is applied? Always possible.
Unless the FCC blocks the deal OR gives AT&T the option of agreeing to Title II in order to gain approval leaving Stephenson the choice to walk or swallow the competitive barrier destruction. He walks and that changes the big banks premise for upgrading. Even if he ignorant and swallows the poison pill, AT&T may continue upward but the poison swallowed will rear its head in fundamentals in due time. It may take a couple years but the poison will do serious damage over time.