Seeking Alpha

Potential shakeup in cable industry

  • Something big is brewing in the cable industry.
  • Not only is trading in Time Warner Cable and Cablevision halted, but Charter Communications (CHTR +3.1%) is reported to be in discussions with Cox Communications.
  • Shares in the group are volatile with speculation on which player might be left without a merger partner.
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Comments (4)
  • investingInvestor
    , contributor
    Comments (1799) | Send Message
     
    Something new is Apple tv.

     

    Goodbye loathed cable monopolies.

     

    Hello, ala cart, time shifting, binge viewing, intelligent search, niche productions, what I want w/o some moron interfering.

     

    Something new is Amazon Prime.

     

    Something new is Google 1Gb/sec fiber to the residence.
    2 Aug 2013, 12:50 PM Reply Like
  • tomlos
    , contributor
    Comments (1227) | Send Message
     
    1Gbps to the residence? You realize that is available in .0000005% of the country?
    2 Aug 2013, 01:06 PM Reply Like
  • jacksonkeating
    , contributor
    Comments (4) | Send Message
     
    I think his point is that google is the one making it available, as opposed to the actual internet providers.
    2 Aug 2013, 05:25 PM Reply Like
  • James Sands
    , contributor
    Comments (2433) | Send Message
     
    The question is will consolidation lead to increased cable subscriber declines. Cable subscribers are declining, but not at a very rapid pace.
    3 Aug 2013, 11:26 AM Reply Like
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