Free Newsletter

Use the pretty hair extensions styling spray as a good helper. The finished styling volume doesn't have to worry even if it clip in hair extensions rains. If you are a short-haired little fairy, you want to make the hair wigs overall shape a little more playful. You can also try to add a buckle to the remy hair extensions end of the hair like the B-station up to the main meter.
  • Which training workshop is of most value to your organisation?
  • Preparing your business for the Internet of Things
  • The Internet of Things and Cloud computing
  • Radio technologies for connecting the Internet of Things
  • Smart Cities and intelligent infrastructure
  • WebRTC and the end of the telco
Meet the leaders of the mobile app economy ? Open Mobile Summit, London, June 8-9
Navigation Strategies Europe 2011
ITU Telecom World, 24-27 October 2011 at Palexpo, Geneva, Switzerland
Ubiquitous Location and Positioning Technology, 6th-7th December 2011, Chicago
Advertize your telecoms job

Comcast Arris deal threatens cable eco-system


Published: 18 January, 2013


Comcast moved this week to help out Arris, the vendor that bought Motorola Home from Google last week for around $2.35 billion. Comcast only had to pay $150 million for a 10% stake, and yet a 10% stake in Motorola Home at the price that Arris had to pay, would have been $235 million. This is because Arris is valued by the stock market at less than the cash it paid for Motorola.

It will likely be a good investment, because Comcast can ensure that the Arris Motorola combination continues to get good product orders from itself, and if Arris remains more or less that same size as it is today, its value will slowly ease up to $3 billion to $4 billion over the course of the next year, more than doubling its price today. Investors just need to see Arris stem the tide of Motorola deal losses.

However there are other things that Comcast can get for its money. It can get control over the architecture of its set tops and DOCSIS terminals and home gateways, and it can almost match the voting power that Google will have, as it continues to hold a 16% of Arris, after the deal is done. Comcast was reportedly seriously unhappy in the past about having a potential rival owning the largest US cable set top provider.

But vertical integration of this sort is rarely successful in the long run and there will be many instances when Arris and Comcast interests will run contra to one another and this is why we see this deal as a temporary one, offering some influence over technological designs in the near term, and giving Arris a little more financial stability.

Arris rivals will see Comcast privilege in every deal it does with Arris, and will cry foul as soon as any unfairness creeps in - not a long term arrangement we suspect.

Rethink TV will shortly be delivered via the RethinkResearch twitter feed, be sure you sign up to it @rethinkresearch

Related Stories


Add Comment
No comments yet. Be the first to add a comment!

    European Carrier Mobile Broadband Network Performance

    Analysing and comparing the data speed, latency, network quality and smartphone penetration for 94 mobile carriers in 28 European countries....

    Next Generation Haptics: Market Analysis and Forecasts

    An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich...

    Satellite Phones: Will Dual Mode Help the Phoenix Rise from the Ashes?

    Satellite phones have followed an arduous path since their much-hyped launch more than a decade ago. The hype was followed by an e...

    Mobile Widget Platform Market Analysis: Understanding the Business Case and ROI

    This white paper presents an analysis of the mobile widget platform market, as well as metrics supporting a mobile carrier?s busin...


You must be a registered user to post a comment. or
Username *
Email *
Comment *