Sunday, September 20, 2015

Below #1 (Comcast), it’s all about consolidation in the U.S broadband market

For you and me, nothing much will change when regulators approve the proposed merger of TWC with Charter/Bright House Networks and Altice’s acquisition of Cablevision and Suddenlink.  These competitors don’t compete with each other for our business.  We had few broadband provider choices before industry consolidation.  We will continue to have few choices after.
    

What might happen though is that the operational scale and negotiating heft of the merged firms will improve and they could potentially offer better/expanded service.  Time will tell what they do with their size.

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