The Money Runner
AT&T / Direct TV Deal – Buyer Beware
By David Nelson, CFA In a deal rumored for weeks AT&T (T) is buying Direct TV (DTV) for $49 Billion or about $95 per share in cash and stock. Both boards have approved the deal and now begin the long regulatory process that follows. All of this comes on the heels of Comcast’s (CMCSA) bid […]
Time Warner Cable Blinks – Perfect Storm Follow-Up
With the all-important NFL Season rapidly approaching Time Warner Cable (TWC) and CBS (CBS) yesterday settled their dispute over retransmission rights. The blackout has been lifted in New York, Los Angeles and Dallas where it’s been in place for close to a month. I wrote recently about how the balance of power was shifting from […]
The Perfect Storm For Cable
Content is King, is a phrase that puts fear in the hearts and minds of cable company executives and gets louder each time one of its providers decides it’s time to raise prices. Technology, which has a way of disrupting business models, is about to wield its sword once again. While each of these creates a […]
