Status Report: Respironics - Royal Philips [View article]
Jh: would be nice if you took effort to comment on the content of the article as well -- or is that beyond your spelling capability?
I think it is well and factually written and documents an unusual and inefficient delay in shuffling papers within the EU for such an enormous and largest ever 5-billion+ takeover by PHG.
What do you think? Isaac
PS I actually own and nightly use a Respironics CPAP, stopping my sleep-apnoea!
Now, Mr Schaeffler is/was paid by NAB, so we may not question his objectivity as a researcher/analyst.
His 'ping-pong' report effort was adamant proof.
Second, in an almost classical erred way Mr S confuses medium and message. He must have read somewhere that 'the message is the medium' and optimistically followed that line of thinking.
He chose to base his article on a fundamentally wrong supposition: the delivery method and went on to use an embarrassing parrallel to the wine industry.
Maybe Mrs. Schaeffler presented him with the idea whilst complaining about the $ 2 to $ 3 pricerise?
He shot himself in the foot and did not do NAB a favour with the article. KISS is not always right.
Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
Excellent, calm & clear convincingly written piece.
"The “Best of Both” Offerings Will Provide Consumers with An Option They Have Long Desired – Popular Programming From Both Satellite RadioProviders Available on One Radio and at One Price " section + the mixed offering options of XM and/or Sirius content is very elegant and convincing.
Sirius, XM Satellite Radio: Good Things Come to Those Who Wait [View article]
Just think of the tons of filematerial the DoJ requested and got: 6 million pages to study.
I do realise it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly.
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benefits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power and cross-elasticity -- neither do apply in this case.
In my view therefore a monopoly is 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or iPod or even cassette.
Even if the happily merged companies nastily would up their charges to say $39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Stanford, Deutsche Bank Analyze Sirius/XM Merger Odds [View article]
Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly. Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette. Even if the happily merged companies nastily would up their charges to say $ 39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel! So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly. Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette. Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel! So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Deutsche Bank Reports on Sirius Subscribers [View article]
Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly. Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette. Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel! So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Satellite Radio Offers Attractive Secular Growth - Citi [View article]
Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly. Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette. Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel! So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
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Latest | Highest ratedStatus Report: Respironics - Royal Philips [View article]
I think it is well and factually written and documents an unusual and inefficient delay in shuffling papers within the EU for such an enormous and largest ever 5-billion+ takeover by PHG.
What do you think?
Isaac
PS I actually own and nightly use a Respironics CPAP, stopping my sleep-apnoea!
8 Satellite Radio Merger Points [View article]
Now, Mr Schaeffler is/was paid by NAB, so we may not question his objectivity as a researcher/analyst.
His 'ping-pong' report effort was adamant proof.
Second, in an almost classical erred way Mr S confuses medium and message. He must have read somewhere that 'the message is the medium' and optimistically followed that line of thinking.
He chose to base his article on a fundamentally wrong supposition: the delivery method and went on to use an embarrassing parrallel to the wine industry.
Maybe Mrs. Schaeffler presented him with the idea whilst complaining about the $ 2 to $ 3 pricerise?
He shot himself in the foot and did not do NAB a favour with the article. KISS is not always right.
Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
www.fcc.gov/fcc-bin/ci...
Current version: 18 Jan 08; no trace of XMSR/SIRI
No circulation, no decision.
Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
fjallfoss.fcc.gov/prod...
Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
"The “Best of Both” Offerings Will Provide Consumers with An Option They Have Long Desired – Popular Programming From Both Satellite RadioProviders Available on One Radio and at One Price " section + the mixed offering options of XM and/or Sirius content is very elegant and convincing.
Let's roll!
Sirius, XM Satellite Radio: Good Things Come to Those Who Wait [View article]
I do realise it is important not to create a positive precedent for a
merger which is alledgedly viewed as a monopoly.
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benefits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power and cross-elasticity -- neither do apply in this case.
In my view therefore a monopoly is 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or iPod or even cassette.
Even if the happily merged companies nastily would up their charges to say $39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Stanford, Deutsche Bank Analyze Sirius/XM Merger Odds [View article]
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read.
However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
Even if the happily merged companies nastily would up their charges to say $ 39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Stifel Outlines XM/Sirius Merger Issues [View article]
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read.
However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Deutsche Bank Reports on Sirius Subscribers [View article]
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read.
However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
Satellite Radio Offers Attractive Secular Growth - Citi [View article]
Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!
For years I had not studied anti-trust law and boy, what subject to read.
However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.
In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.