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: Kenneth E. Phillipps who wrote (10810)3/29/2001 3:23:19 PM
From: MikeM54321  Read Replies (1) of 12823
 
Ken- I think the media is completely missing the significance of lifting the ownership caps rule.

Side note: For those that don't know, currently the FCC allows any single MSO(cable company) a maxiumum market share of 30% of the total market.

Since a federal court has ruled the ownership cap rules unconstitutional, the FCC has the option to fight the ruling or go along with it. I'm of the opinion they may go along with it (thanks to a new FCC appointed by Bush).

Therefore ATT is not forced to sell cable subscribers anymore. On the contrary they may even move up their number of subscribers via other MSO purchases. This is what Armstrong was screaming for to no end while ATT was buying up $100 billion worth of cable companies. Now he may finally get his wish.

I'm hoping that Armstrong will back away from splitting up ATT and move ahead with the plans he started about 1-1/2 years ago. DIRECT access to their LD customers via cable telephony. It made a great deal of sense when he proposed it. I still think it makes sense today.

If ATT does indeed think the FCC is clearly on their side, they may just start up the capex again. This would cause a great deal of angst among the ILECs and they would start their cycle of capex too.

At least that is my theory. -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