The Death Of Cable (CMCSA)(TWC)(CHTR)
The largest cable company in the US, Comcast (CMCSA), hit $30.18 last January. Mark that down. The shares may well never get that high again. Time Warner Cable (TWC) hit $44 in…
The largest cable company in the US, Comcast (CMCSA), hit $30.18 last January. Mark that down. The shares may well never get that high again. Time Warner Cable (TWC) hit $44 in…
Cablevision (CVC) is supposed to go private in a transaction lead by the company’s founding Dolan family. The shares currently trade at $34. Uber-fund manager Maria Gabelli, whose investment companies hold 8%…
Cable companies had all of the competitive advantages. They could offer broadband, TV, and voice service in one package. Satellite TV could only offer television. Telecom companies had slow DSL, and building…
EchoStar Communications Corp. (NASDAQ:DISH) has announced that its board of directors has directed management to pursue a possible separation of its businesses into two distinct publicly traded companies. EchoStar recently submitted a…
Tivo (TIVO) was, at one point, the next big thing. Recording and time shifting TV programs. Watch them when you want to. Not VCR required. In the last quarter, TIVO has revenue…
DirecTV (DTV) is setting up a partnership with Current Group to sell broadband that is delivered over powerlines. The product uses the existing wiring from the utilities to send a high speed…
According to Reuters, Nestle increased its share buyback to $21 billion after reporting a strong first half. Reuters writes that SAP (SAP) and Dell (DELL) will create products that help retailers run…
In a recent survey reported on at GigaOm, thirty-four towns were tracked for TV and broadband customer activity in the initial 90 days that Verizon’s (VZ) fiber optics product was available. Verizon…
ACAD started as Outperform at FBR.ALC started as Outperform at RBC.ARUN started as Buy at Jefferies.ATVI started as Buy at First Albany.AZ raised to Buy at UBS.CHA cut to Hold at Deutsche…
Clearwire Corp. (CLWR-NASDAQ) has done perhaps one of the best things it could have done: it partnered with both Echostar (DISH-NASDAQ) and DirecTV (DTV-NYSE). The agreement enables both satellite companies to offer…