SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeM54321 who wrote (5002)8/21/1999 11:39:00 AM
From: MikeM54321  Read Replies (1) of 12823
 
Re: MSOs in Europe -- Deutsche Telekom Cable Plant

Thread,
More interesting news for cable infrastructure investors. Seems that Deutsche Telekom faces similar problems of monopoly control as does our telecommunications markets. Therefor DT is being forced to sell off it's cable properties to expand it's twisted copper pair assets.

Apparently DT has about 17 million homes connected of which only 6 million are under direct control of DT. But DT has ownership of 90%(!) of the coaxial pipe leading into German homes. And they are pricing the deal similar to what a US based MSO received or about $4,000/customer.

If you do the math, you'll find something is screwy with the numbers. I don't know how the article arrives at it's figures, but German MSOs are more complicated than US MSOs.

Of course the cable plant is valuable because it can be upgraded to voice, video, data services. The estimated costs for the upgrades is $2.5 billion. Good for infrastructure investors.

I believe Bill Gates is in the top spot for purchasing the cable assets. Second, is a little known Denver businessman by the name of Richard Callahan. Seems Callahan is trying to snatch up the cable assets in Europe. Callahan has interests already in Spain and France. He has some big backers so hopefully he can easily raise the capital to do all the upgrades he needs to do.

So Callahan may be a fourth source of multi-billion dollar spending behind the likes of; AT&T, Bill Gates, Paul Allen.
MikeM(From Florida)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News