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Altice USA CEO Says Cable TV Will Die and Broadband and Wireless Companies Should Merge


Fast forward nearly six years, and Altice USA has about 5 million customer relationships, compared with about 31 million each for Comcast and Charter. (Altice USA did announce a $310 million acquisition of Morris Broadband on Monday, which will give it about 36,000 more customers.)
CEO Dexter Goei explained to CNBC what prevented Altice USA s rapid expansion, why he thinks cable and wireless will eventually merge in the U.S., and why it s only a matter of time before cable TV becomes extinct.

Alex Sherman, CNBC:
It s been more than five years since Altice completed its deal to buy two US cable companies: Suddenlink and Cablevision. Altice s Chairman, Patrick Drahi, said at the time, The two leaders, Comcast and Charter, will not be able to buy anything because of their size. So we will have an open boulevard ahead of us. If I buy if I buy five small operators, I can be as big as Time Warner Cable, which, of course, doesn t exist anymore. How many customer r ....

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Philips TV Tuner History pt5


Philips TV Tuner History pt5
Competition and Growth
Introduction
We have reached the end of the 1980s, probably the turning point in the Philips Tuner history. On the one hand the business has been doing well: constant consolidation of (mainly European and US) competitors has substantially increased the market share and volumes, making it one of the global top3 tuner makers. However, in parallel the emergence of Japanese competition has made the business environment increasingly harsh, with a serious pressure on profitability and thus cost. Although Philips with its UV800 tuner family has probably made the best tuner ever in terms of robustness and performance, this model is clearly too big and expensive and in the coming two decades we will see a continuous drive for cost reduction and the associated size reduction. One of the most remarkable steps in this context is the move to the World Standard Pinning (WSP), with Philips agreeing with its main competitors Alps and ....

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