Verizon Buying Comcast? Good idea, sort of.

Rumors are circulating that Verizon is considering buying Comcast.  Largely ignoring the horrible public policy and anti-competitive issues, the deal would make sense from various technology standpoints.

Consider:

  • Comcast runs one of the largest Wi-Fi networks in the U.S.  Verizon needs Wi-Fi as a critical element of offloading traffic from its cellular/PCS/AWS networks.  Cellular nodes, like Wi-Fi nodes can be installed and provisioned in less than an hour.
  • Comcast has significant cable passings in New England, New York, Pennsylvania, Georgia, Florida, Texas, Colorado, California, and Washington State, with smaller footprints in New Mexico, Alabama, Mississippi, Arizona, and the Twin Cities.  Comcast is already where Verizon wants to be for 5G+…150 feet from the customer.
  • Comcast has largely been able to deploy Wi-Fi nodes without local governments applying their various wireless ordinances to those installations.  Verizon will argue that installing Wi-Fi/5G+ nodes should be exempt from local wireless ordinances.
  • Comcast’s backhaul and inter-city fiber network is national and dynamic.  Verizon can utilize that network to increase its own inter-city transport capacity keeping much more of its wireless traffic on its own end-to-end network.
  • Verizon can (and should) do what Comcast has not: Get rid of coaxial subscriber drops in favor of wireless drops, which would tremendously reduce the cable network in-home maintenance and labor force costs for Verizon.

There are other reasons why a Verizon purchase of Comcast would make sense, not the least of which would be to battle back against AT&T’s purchase of DirecTV and the Time Warner programming assets.

Will Dish Network be next to fall?  How about SiriusXM?

In this new Tumpian era, what would have been unthinkable a week ago might need some rethinking.

Jonathan

PS… Attention Verizon and Comcast legal departments: The combination logo at the top of this page is a parody to illustrate my opinion piece for commenting and criticizing purposes only. Really. Don’t get bunched up over it.
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LPTV/Translators/NAB v. FCC/Microsoft/Google

Today’s San Francisco Chronicle features an interesting story about the tension between LPTV broadcasters and TV translator operators verus an FCC push to clear some TV channels for a new national WiFi-type of service.  On one side are the NAB, LPTV braocasters, and TV translators.  On the other side are an odd alliance of Microsoft and Google.  I have a couple of quotes in the article that was written by Dominic Fracassa.  Mr. Fracassa is the Chronicle’s business reporter covering technology matters.

Here’s the story link:

http://www.sfchronicle.com/business/article/Low-power-TV-stations-serving-niches-could-cede-10857083.php

jlk

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Congratulations to CALWA, the California Wireless Association on 10 Years

The California Wireless Association (CALWA) is celebrating its 10th anniversary. I am delighted.

As a ‘government guy’ you might ask why I care about the state’s wireless industry association.  Well, as it happens, I was one of its very first members, believing then, and now, that bridges are better than gulfs.  CALWA reached out to welcome local government officials into its ranks, and over the years, I have encouraged local government officials to join CALWA.  I continue to do so today.

CALWA runs annual education seminars worth attending, especially when they ask Tripp or yours truly to speak.*  They also throw some great holiday parties.  Although I lack the golf gene, I’m told their golfing events are pretty cool.

If you are a local government official in California and want to have access to an important (if a wee-bit biased) wireless information resource, go ahead and join CALWA.

Jonathan

 

* Hey, CALWA, it’s been a while since you invited me.  Just ask!  🙂

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