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batye
batye
5/5/2016 7:34:14 PM
User Rank
Steel
Re: Plans for expansion elsewhere?
@mhhf1ve  yes as Amazon and Netflix started making they own shows to attract consumers...

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mhhf1ve
mhhf1ve
5/5/2016 7:21:49 PM
User Rank
Platinum
Re: Plans for expansion elsewhere?
> "I think they have no other choice as to keep growing big..."

Well, it's probably better to diversify anyway.. and get customers in different sectors so that a downturn in one sector doesn't hit major revenue streams all at once.

It makes total sense for cablecos to buy media companies and try to corner some exclusive content -- just like Netflix is investing in its own original programming. Content production is not quite as high-margin as ISPs or OTT services, but it's a decent form of lock-in for customer loyalty. I'm actually wondering when HBO will be acquired by a big infrastructure player...?

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batye
batye
5/4/2016 8:10:09 PM
User Rank
Steel
Re: Plans for expansion elsewhere?
@mhhf1ve  I think they have no other choice as to keep growing big... to survive in the present economy/market...

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batye
batye
5/4/2016 8:07:52 PM
User Rank
Steel
Re: Culture Shock
@LizCoyne I think it would be a right way for them to do it... but as long as they do everything right during transition... of power :) 

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mhhf1ve
mhhf1ve
5/4/2016 3:45:13 PM
User Rank
Platinum
Re: Plans for expansion elsewhere?
It's fascinating to see regional telcos expand internationally -- instead of more broadly within the US. I think that shows a bit how hard it is to navigate the telco regulations in the US and compete with much larger communications companies. 

Traditional cablecos are also forced to expand in different ways -- as we see Comcast buying Dreamworks and going into media businesses after failing to acquire Time Warner Cable. 

Verizon buying up AOL and maybe Yahoo -- also points to expansion in different businesses to avoid telco regulations and other challenges. 

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mhhf1ve
mhhf1ve
5/4/2016 3:37:20 PM
User Rank
Platinum
Re: Culture Shock
> "And inteesting how they keep the sales staff but don't keep the upper management folks. I wonder if that'a a factor or the high salaries or just to keep better control of the acquisition staffs."

As Liz pointed out, the sales staff is the direct feedback line to customers, so it would be very strange to cut off that line in an acquisition. And presumably, the upper management folks wouldn't be as valuable going forward if Birch has completely different ideas of strategy and culture. Sales guys tend to adapt to any corporate culture as long as the pay incentives aren't drastically cut....

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LizCoyne
LizCoyne
5/3/2016 12:00:44 PM
User Rank
Platinum
Re: Culture Shock
Sales has the direct interation with the customers and to keep the customers' happy it's essential to maintain a stable relationship during the aquisition, I would imagine. 

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kq4ym
kq4ym
5/3/2016 11:21:14 AM
User Rank
Platinum
Re: Culture Shock
With it's fiber now going "to more than 550,000 buildings, part of its goal of reaching 1 million buildings this year," it going to be a wild ride for those companies taken over I would guess. And inteesting how they keep the sales staff but don't keep the upper management folks. I wonder if that'a a factor or the high salaries or just to keep better control of the acquisition staffs.

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batye
batye
5/2/2016 1:33:29 AM
User Rank
Steel
Re: Plans for expansion elsewhere?
@mpouraryan  good point. I could not agree more... good weekend :)

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mpouraryan
mpouraryan
5/2/2016 1:20:58 AM
User Rank
Steel
Re: Plans for expansion elsewhere?
I was thinking about your thoughts as I finished some thoughts for the W-end in my personal blog as I ran across this--which goes to the implied message I believe you noted as I wish you all a fab Week!! :)) 



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