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 Send to email | The Case For A Time Warner - NBC U Merger (TWX, GE) in NWSGEDISNBCCMCSATWX |  By Silicon
el 23-May-2008 |
bewkes.jpeg: Paste this image in your site, Myspace, Facebook, Ebay copy this code...
 So, what's Jeff Bewkes going to do after the split-off of Time Warner Cable leaves him with a much-smaller, much-less-leveraged Time Warner (TWX)? Well, quite a few people are thinking he'll buy NBC U (GE), or at least attempt a merger.
Fortune's Richard Siklos lays out the arguments in favor:
- If the split happened today, Time Warner's market cap would shrink from $58 billion to $33 billion, making the onetime top dog in media look like a puny also-ran next to Disney (DIS) ($64 billion), News Corp. (NWS) ($50 billion), and Comcast (CMCSA) ($65 billion).
- Time Warner and NBC U have incredibly complementary assets and are both focused on building their cable portfolios. They're both bidding on Weather Channel, the biggest cable property in play.
- There are big potential cost savings, including merging NBC News with CNN (and shuttering MSNBC) and combining NBC U's cable networks with Turner Entertainment. The joint company could also sell NBC U's smaller film studio and theme parks division.
- The spinoff of the cable division would allow Time Warner to own a broadcast TV network (NBC).
- GE's Jeff Immelt put the conglomerate's storied appliance unit on the block, so he's looking to sell assets and nothing is sacred.
Of course none of his happens until after the spin-off is complete in Q4 and Time Warner sorts out what it's going to do with AOL. And Time Warner will no doubt want to wait until its stock appreciates a bit. Nicholas Heymann at Sterne Agee thinks NBC U is worth about $33 billion, about the same as Time Warner's content businesses today, even though Time Warner without cable has more than double NBC U's operating earnings.
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| Time Warner Cable Piloting Disgustingly Low Bandwidth Caps |  As we delve further into an age where more and more content is obtained and consumed digitally, Time Warner Cable seems to be doing everything it can to stifle progress. Residents of Beaumont, Texas are in for a treat later this week when Time Warner goes live with a new pilot for its cable internet [...] [..] Read complete article | | Published 04-Jun-2008 by Zach Epstein in OpinionsServicesbandwidth capinternetlimitationsmonopolyTime Warner Cableweb
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| Microsoft eyes AOL takeover | | But is it for real?
Microhoo Time Warner is still trying to flog AOL to either Yahoo! or Microsoft in the event that their on-off merger talks ending completely.
TheRegister [..] Read complete article | | Published 17-Jul-2008 by Nerdblog in General
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Gossip, news and leaks for obsessive gamers Kotaku As if you don't waste enough of your time in a gamer's haze, here's Kotaku: a gamer's guide that goes beyond the press release. Gossip, cheats, criticism, design, nostalgia, pred |
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