AT&T to buy BellSouth for $67 billion - MarketWatch
That's all I can say, what?
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5 comments:
Roger,
Surprised ? Everyone new this was eventually going to happen. I thought later in the year or in 07. Who will benefit ? Briefing had CSCO, ADTN last week.
With rising competition and the need to exert ever greater horizontal and vertical reach and control it seems consolidation is an inexorable impulse in the communications industry but who would have thought Ma Bell would not only be resurrected but also retain the same corporate identity: Nice to see monopolists guilty of nostalgia now and then (yes, yes, I know - brand and goodwill have a price tag too - but I'm still enjoying the fantasy, at least until the next phone bill).
RW
probably not written well.
take "What" to mean wow. The deal is huge,the inwinding of the ATT break up is fascinating and I think this is important ofr the entire sector.
I'll more on this during the week.
I'm not sure about prices going down, RW, it seems more like more services for the same amount of money.
I just can't imagine the FTC or FCC approving this......too few choices for business consumers. I am already seeing prices rising for enterprise customers for voice and data services as a result of the MCI-VZ and ATT-SBC combos.
Best, Parkite
More for the same price? Yes, that seems to be the trend, and large-scale providers with sufficient vertical and horizontal reach can certainly provide some interesting bundles of goods, but since such bundles often include features that may neither be needed nor used the effective price from a cost/benefit or utilitarian standpoint could actually go up. Not that I know all that much about this business but my own belief is that the marketing winner in telecom will take a hint from iTunes: Don't try to make users buy the whole album for one song - manage the pipe and then just sell them the song they want, along with whatever tool it takes to play it better of course.
RW
PS: Normally I'd probably side with Parkite and agree the deal could, and possibly even should, hit some serious regulatory hurdles. But in these days of more soft money and 'less government' I actually have no idea what deal wouldn’t pass muster within the beltway.
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