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My thoughts on T/SBC merger

nextel18

Mar 7, 2006, 3:20 PM
I actually like this merger and thought of this a while ago because it allows for Cingular to have one parent and for them to collect 100% of the revenue and income instead of the previous 60-40 relationship that existed prior.

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 ...
(continues)
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bocephus81

Mar 7, 2006, 3:22 PM
I AGREE WITH YOU 100 PERCENT
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nextel18

Mar 7, 2006, 6:40 PM
thanks..

if you were the helm of cingular or ATT what would you do with cingular?
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bocephus81

Mar 7, 2006, 6:47 PM
put all my resources into improving cusotmer service and my network. and do excatly what you said
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nextel18

Mar 7, 2006, 6:51 PM
what would you focus after improving the customer service and network?

the main focus.
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bocephus81

Mar 7, 2006, 6:55 PM
keeping customer and not losing them to VZW. Cingular every year signs up the most people but they also lose the most so thaey cannot add subscribers.
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nextel18

Mar 7, 2006, 6:57 PM
very true, but what would you offer to those customers so that you will be able to keep them?

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. 🙂
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smd

Mar 7, 2006, 8:58 PM
make the ATT land line network "IN"
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celnut

Mar 8, 2006, 10:54 AM
They should focus on call quality first, customer service second, coverage last. Cingular thas the potential to be great - they just need to make their network more reliable and customer service needs to be improved in all areas.
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sangyup81

Mar 7, 2006, 3:28 PM
Then they should buy Dish Network or DirecTV! That would be awesome!
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bocephus81

Mar 7, 2006, 3:29 PM
WOULDNT THAT BE NICE
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nextel18

Mar 7, 2006, 3:40 PM
i dont think so, becuase it will be too complicated to create another group of people then they will send reports to the highier people in managment. the smart idea would be to sign deals with those satelite companies like verizon and other people are doing. owning one of them could be a good idea, however, i dont think so.
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atx45

Mar 8, 2006, 3:05 PM
i thought they already own dish network, i know sbc/att has been selling dish for awhile now.
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nextel18

Mar 8, 2006, 10:19 PM
the company who owns Dish network are their shareholders.

dish is making a number of deals and bundles. that is the future of the mobile/tv industry.
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nextel18

Mar 7, 2006, 3:37 PM
eom.
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Shoota

Mar 7, 2006, 5:09 PM
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texaswireless

Mar 7, 2006, 5:12 PM
No comments required hehe.
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nextel18

Mar 7, 2006, 6:33 PM
things change over time... and especially if its the right price things will move. that is why money is powerful...
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captainplooky

Mar 7, 2006, 7:56 PM
Almost as funny as:


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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texaswireless

Mar 7, 2006, 11:39 PM
Sorry I didn't do enough work for you on this one. Do you want me to find the OTHER post on which I (and may others here) predicted this?

Do your own research.
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lefteyeiu2006

Mar 7, 2006, 6:35 PM
I agree, and I do think it will also pass. The ONLY reason in my opinion that AT&T and BLS are even merging is because of Cingular.

Plus I think Cingular will be better as AT&T Wireless.
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nextel18

Mar 7, 2006, 6:38 PM
it will pass with divestitures though. just like with verizon and mci, and sbc and ATT.

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.
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RUFF1415

Mar 8, 2006, 12:19 AM
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?
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nextel18

Mar 8, 2006, 12:55 AM
i cant sleep so might as well chime in...

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.
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RUFF1415

Mar 8, 2006, 1:08 AM
I understand that they will be a very large company, but competition will not be reduced in any markets that the seperate companies serve. Therefore, there is no change in competition and should be no divestures.
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RUFF1415

Mar 8, 2006, 1:08 AM
(major) divestures
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nextel18

Mar 8, 2006, 1:13 AM
of course it would.. you do realize that there will be a lot of opposition from consumer groups which would force that small divestiture.. it wont be a huge divestiture like some of the other wireline and wireless mergers, but there could be some. verizon and mci faced some divesititures, however, there were small. no change in competition? when you have 70million customers there is not many competition in those areas. the regulators will def. watch that.
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dca

Mar 8, 2006, 12:23 PM
Don't think it's gonna' be that bad... Nothing left to divest: Cingy divested tons to gobble ATTWS, SBC divested to get ATT, & BLS who knows. BLS I don't even think would have to worry about their business/data operations.

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...
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nextel18

Mar 8, 2006, 12:30 PM
well there wont be any divestitures in the wireless side becuase it was a joint venture between the 2 companies who are merging so that wont be a problem... cingular and ATTWS had a lot of divestitures to make...

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.
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texaswireless

Mar 8, 2006, 12:38 PM
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.
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nextel18

Mar 8, 2006, 12:49 PM
didnt read this... take off your caps then i will re-read your post.
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texaswireless

Mar 8, 2006, 1:01 PM
Child. You certainly proved it yourself. You fell into your own trap. Whether or not someone is civil to you, you still act like a child when challenged.
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