My thoughts on T/SBC merger
I think this will pass regulatory scrutiny, but will be with conditions because they obviously overlap in many areas. I also think this allows the combined company to focus more on Cingular and to invest heavily into their growth areas and network to enhance their chances to compete in this very competitive marketplace. There obviously will be synergies, but this is not really a stock bored so I will not be discussing that. The expected close of this deal will be 12 months from now.
Not only will this allow ...
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if you were the helm of cingular or ATT what would you do with cingular?
the main focus.
walkie talkie services?
high speed data?
more content?
more phones?
better rate plans?
i just want to see what you have to say... there are no right or wrong answers i just want to see your view. 🙂
dish is making a number of deals and bundles. that is the future of the mobile/tv industry.
texaswireless said:
https://www.phonescoop.com/carriers/forum.php?fm=m&f ... »
lol..
How is this theory:
SBC buys out BellSouth
BellSouth buys Sprint/Nextel (they need deep pockets to complete with Verizon and Cingular after buying out all the affiliates for more than $15 billion - merger total cost $50 billion)
T-Mobile only national carrier not owned by a baby bell.
Not my theory but one of a good friend.
https://www.phonescoop.com/carriers/forum.php?fm=m&f ... »
and
I posted quite a while back this was going to happen. There were skeptics but alas I was correct. I will pat myself on the back for this prediction.
https://www.phonescoop.com/carriers/forum.php?fm=m&f ... »
Don't you me...
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Do your own research.
Plus I think Cingular will be better as AT&T Wireless.
i dont think that is the only reason why they merged but i think it is a top reason.
the other reasons;
1. more competitive in the wireline and wireless business
2. now can compete better against the cable companies.
Nextel18 said:I think this will pass regulatory scrutiny, but will be with conditions because they obviously overlap in many areas.
No, no they don't. AT&T and Bellsouth don't overlap at all. Bellsouth operates in 9 states and AT&T operates in a completely seperate 12. Where is the overlap there?
this deal will be looked at very closely by the regulators becuase of its dominant pressence in the local business with 70 million customers. if there are any divestitures there would be small and they would be in the high volume data line areas that serve office buildings and corporate headquarters. (minor divesitures)
they obviously dont overlap in their coverage becuase BLS covers in the southeast and ATT is in the south and midwest.
also there could be problems about lack of competition in the areas where they serve and their massive 70 million customers for local.
IMO, the key is bundled services & integration. I've been yammering about this for a while, not just on ATT's part but also on the subscribers part. One bill includes everything. One bill icludes everything benefits both subscriber & carrier. If the BLS side wanted to, I'm sure they can release some kind of fiber HDTV service... The problem is the poor folk relying on their bare-bone cable service bill from Comcast running on a 19" RCA from 1972...
as mentioned before there will only be small divestitures in the high data access lines in coroprate headquarters and in some businesses... very minor ones, unless the regulators decide to split that 70 million up, becuase that could hurt competition.
i think they will do one bill and it will be nice when they can combine T and Bls' network and backbone together and have cingular use it. it will create tons of synergies which i guess they can always infuse back into cingular, since that is their true money making business.
nextel18 said:
unless the regulators decide to split that 70 million up, becuase that could hurt competition.
How could that hurt competition? ATT and Bellsouth DON'T COMPETE DIRECTLY IN THE LANDLINE ARENA. It will not reduce competition ANYWHERE in landline. They will be larger, they will have more scope, but please, oh mighty one, please explain how it reduces competition in landline?
When end did that statement spew from, because it certainly wasn't you mouth.