podesta-emails
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Yes - I definitely do not think we should support it. But when it comes
around, my impression is that we should pause before holding it up as a
bogeyman merger.
On Tue, Jan 19, 2016 at 1:04 PM, John Podesta <[email protected]>
wrote:
> See no reason to have a view at this point. Don't think there is any
> pressure to oppose and make this another example of consolidation; on the
> other hand no upside in supporting.
>
>
> On Tuesday, January 19, 2016, Sara Solow <[email protected]>
> wrote:
>
>> John,
>>
>> After you met with them -- I spent about an hour with the woman from
>> Charter hearing about the Time-Warner merger / their business model / their
>> policy requests.
>>
>> I'm curious what your impression was.
>>
>> I actually thought the business case for their merger was pretty
>> sympathetic. They offer a good product (minimum 60 meg download speeds!)
>> to virtually all rural consumers, and if the merger fails, they will go
>> under. Post-merger with Time Warner, the combined company would have about
>> 21% of the national market for broadband -- a fair amount, but not as big
>> as ATT-Direct TV. They don't overlap with Time Warner anywhere
>> currently. They spent $5 bn last year upgrading their networks to offer a
>> better product than the telcos - which they currently do.
>>
>> I also found it interesting that there hasnt been ANY congressional
>> hearing on
>> this. Skepticism much lower.
>>
>> The FCC is likely to rule in March, so we'll have to have a response by
>> then.
>>
>> Anyway, those were some of my impressions.
>>
>> Yours,
>> Sara
>>
>
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Date: Tue, 19 Jan 2016 13:13:20 -0500
Message-ID: <CALGS4wSDvFZjHvW8U9SZ+87o9w-4X7D+CLWx6eZEz=3rH9Vbqg@mail.gmail.com>
Subject: Re: charter-time/warner
From: Sara Solow <[email protected]>
To: John Podesta <[email protected]>
CC: Jake Sullivan <[email protected]>,
Teddy Goff <[email protected]>,
Michael Shapiro <[email protected]>,
Kristina Costa <[email protected]>
Content-Type: multipart/alternative; boundary=001a114039b00c01350529b3d3d1
--001a114039b00c01350529b3d3d1
Content-Type: text/plain; charset=UTF-8
Yes - I definitely do not think we should support it. But when it comes
around, my impression is that we should pause before holding it up as a
bogeyman merger.
On Tue, Jan 19, 2016 at 1:04 PM, John Podesta <[email protected]>
wrote:
> See no reason to have a view at this point. Don't think there is any
> pressure to oppose and make this another example of consolidation; on the
> other hand no upside in supporting.
>
>
> On Tuesday, January 19, 2016, Sara Solow <[email protected]>
> wrote:
>
>> John,
>>
>> After you met with them -- I spent about an hour with the woman from
>> Charter hearing about the Time-Warner merger / their business model / their
>> policy requests.
>>
>> I'm curious what your impression was.
>>
>> I actually thought the business case for their merger was pretty
>> sympathetic. They offer a good product (minimum 60 meg download speeds!)
>> to virtually all rural consumers, and if the merger fails, they will go
>> under. Post-merger with Time Warner, the combined company would have about
>> 21% of the national market for broadband -- a fair amount, but not as big
>> as ATT-Direct TV. They don't overlap with Time Warner anywhere
>> currently. They spent $5 bn last year upgrading their networks to offer a
>> better product than the telcos - which they currently do.
>>
>> I also found it interesting that there hasnt been ANY congressional
>> hearing on
>> this. Skepticism much lower.
>>
>> The FCC is likely to rule in March, so we'll have to have a response by
>> then.
>>
>> Anyway, those were some of my impressions.
>>
>> Yours,
>> Sara
>>
>
--001a114039b00c01350529b3d3d1
Content-Type: text/html; charset=UTF-8
Content-Transfer-Encoding: quoted-printable
<div dir=3D"ltr">Yes - I definitely do not think we should support it.=C2=
=A0 But when it comes around, my impression is that we should pause before =
holding it up as a bogeyman merger.<br></div><div class=3D"gmail_extra"><br=
><div class=3D"gmail_quote">On Tue, Jan 19, 2016 at 1:04 PM, John Podesta <=
span dir=3D"ltr"><<a href=3D"mailto:[email protected]" target=3D"_b=
lank">[email protected]</a>></span> wrote:<br><blockquote class=3D"=
gmail_quote" style=3D"margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-=
left:1ex">See no reason to have a view at this point. Don't think there=
is any pressure to oppose and make this another example of consolidation; =
on the other hand no upside in supporting.<div class=3D"HOEnZb"><div class=
=3D"h5"><br><br>On Tuesday, January 19, 2016, Sara Solow <<a href=3D"mai=
lto:[email protected]" target=3D"_blank">[email protected]<=
/a>> wrote:<br><blockquote class=3D"gmail_quote" style=3D"margin:0 0 0 .=
8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir=3D"ltr"><div><div=
><div><div><div><div><div><div>John,<br><br></div>After you met with them -=
- I spent about an hour with the woman from Charter hearing about the Time-=
Warner merger / their business model / their policy requests.<br><br></div>=
I'm curious what your impression was.<br><br></div>I actually thought t=
he business case for their merger was pretty sympathetic.=C2=A0 They offer =
a good product (minimum 60 meg download speeds!) to virtually all rural con=
sumers, and if the merger fails, they will go under.=C2=A0 Post-merger with=
Time Warner, the combined company would have about 21% of the national mar=
ket for broadband -- a fair amount, but not as big as ATT-Direct TV.=C2=A0=
=C2=A0=C2=A0 They don't overlap with Time Warner anywhere currently.=C2=
=A0 They spent $5 bn last year upgrading their networks to offer a better p=
roduct than the telcos - which they currently do.<br><br></div></div>I also=
found it interesting that there hasnt been ANY congressional hearing on <b=
r>this.=C2=A0 Skepticism much lower.<br><br>The FCC is likely to rule in Ma=
rch, so we'll have to have a response by then. <br><br></div>Anyway, th=
ose were some of my impressions.<br><br></div>Yours,<br></div>Sara<br></div=
>
</blockquote>
</div></div></blockquote></div><br></div>
--001a114039b00c01350529b3d3d1--
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