the Comcast-TWC merger doesn't go through? We know that the Charter-Bright House deal would be called off. The AT&T-DirecTV deal would be under even greater regulatory scrutiny and the likelihood of approval would diminish.
But, would customers of these ISPs be worse off? The ISPs argue that they need greater scale in order to negotiate favorable programming terms. However, in a CNBC interview on Friday, April 17, the President of Verizon Fios, Tami Erwin, indicated that at 9 million broadband customers currently ( a third of the size of a combined Comcast-TWC) the firm has "sufficient mass".*
Who do we believe? Bigger is not always better. In fact, it could be a lot worse. Just look to the financial services industry.
*This excludes the impact of a pending sale to Frontier of California, Florida, and Texas systems, with 1.6 million subscribers.
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