Comments on: The Empire Strikes Again http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: AT&T Breakup Value Updated at Nyquist Capital http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-222 AT&T Breakup Value Updated at Nyquist Capital Tue, 11 Sep 2007 20:14:25 +0000 http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-222 [...] The author of The Stalwart pointed out the analysis failed to account for dividends paid over the last 20+ years. Considering these companies were heavy dividend payers it diluted the analysis significantly. Regardless, they also included a nice little chart that illustrated the taxonomy of mergers and divestitures. I include it again, though it already needs a little updating and I’m sure it will need more in the future. [...] [...] The author of The Stalwart pointed out the analysis failed to account for dividends paid over the last 20+ years. Considering these companies were heavy dividend payers it diluted the analysis significantly. Regardless, they also included a nice little chart that illustrated the taxonomy of mergers and divestitures. I include it again, though it already needs a little updating and I’m sure it will need more in the future. [...]

]]> By: It’s the Wireless, Stupid at Nyquist Capital http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-221 It’s the Wireless, Stupid at Nyquist Capital Fri, 15 Sep 2006 20:51:23 +0000 http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-221 [...] The cablecos need to and will buy a company with wireless infrastructure. The spate of telecom mergers will spill into the cable and wireless sectors as reality sets in. (see ‘The Empire Strikes Again‘) [...] [...] The cablecos need to and will buy a company with wireless infrastructure. The spate of telecom mergers will spill into the cable and wireless sectors as reality sets in. (see ‘The Empire Strikes Again‘) [...]

]]> By: Amir Einav http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-220 Amir Einav Fri, 18 Aug 2006 21:08:15 +0000 http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-220 Your analysis might happen, but you forget a technology company with lots of cash- Google. It is clear they need the access as levarge on their partners to drive their services and block Yahoo!, advertising model might be back as the name of the game after the monthly fee for the 4-play will drop below the 140$ of today. Also it can be interesting to see where does the DVB players fit in the picture, one at least has a major content arm. The US market is big and innovative enough to attract 5-6 players. Your analysis might happen, but you forget a technology company with lots of cash- Google.
It is clear they need the access as levarge on their partners to drive their services and block Yahoo!, advertising model might be back as the name of the game after the monthly fee for the 4-play will drop below the 140$ of today.
Also it can be interesting to see where does the DVB players fit in the picture, one at least has a major content arm.
The US market is big and innovative enough to attract 5-6 players.

]]> By: David Bowles http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-219 David Bowles Fri, 23 Jun 2006 21:22:01 +0000 http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-219 I have thought for some time that TWX or CMCSA will buy Sprint; but the agreement they now have for 20 years, with both sides (the cable consortium and S) each investing $100 million, may preclude this...UNLESS the other cable participants like TWX are themselves bought by Comcast. Failing this I would not like to be TWX if Comcast has my wireless quad-play in its grip instead of in the safer hands of the consortium. Politically, in these times of a reconstituted Ma Bell and Whirlpool buying Maytag, anything is possible as long as GWB is in power. The pressure will be on to get these deals rolling, and soon, to jump through this window of opportunity. I have thought for some time that TWX or CMCSA will buy Sprint; but the agreement they now have for 20 years, with both sides (the cable consortium and S) each investing $100 million, may preclude this…UNLESS the other cable participants like TWX are themselves bought by Comcast. Failing this I would not like to be TWX if Comcast has my wireless quad-play in its grip instead of in the safer hands of the consortium.

Politically, in these times of a reconstituted Ma Bell and Whirlpool buying Maytag, anything is possible as long as GWB is in power. The pressure will be on to get these deals rolling, and soon, to jump through this window of opportunity.

]]> By: Nyquist Capital: Why Softbank Bought Vodafone http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-218 Nyquist Capital: Why Softbank Bought Vodafone Fri, 17 Mar 2006 21:50:44 +0000 http://www.nyquistcapital.com/2006/03/06/the-empire-strikes-again/#comment-218 [...] This validates our strong belief that Comcast will buy or merge with a wireless carrier, most likely Sprint (S”), for exactly the same reasons. It also explains why standalone voice companies like Qwest (Q”), T-Mobile, or the local cable franchises will not exist in the long term. [...] [...] This validates our strong belief that Comcast will buy or merge with a wireless carrier, most likely Sprint (S”), for exactly the same reasons. It also explains why standalone voice companies like Qwest (Q”), T-Mobile, or the local cable franchises will not exist in the long term. [...]

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