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Stock implications regarding FCC Internet regulation

Posted on 2/26/15 at 11:15 am
Posted by RebelExpress38
In your base, killin your dudes
Member since Apr 2012
13473 posts
Posted on 2/26/15 at 11:15 am
I know this is political too but if all these smaller local or regional Internet providers get slammed with new regulations that drive up their costs, what do you think the stocks will do? I know nothing about this industry so I'm just trying to get some dialogue going.

Would any of these small companies be forced to sell to the big guys?
Posted by Blakely Bimbo
Member since Dec 2010
1183 posts
Posted on 2/26/15 at 11:22 am to
quote:

Would any of these small companies be forced to sell to the big guys?


Likely will happen over time.

TPTB need net neutrality for the coming digital currency. Gov is saying everything but THAT.
Posted by rintintin
Life is Life
Member since Nov 2008
16141 posts
Posted on 2/26/15 at 11:27 am to
I don't think it's gonna really change anything with the smaller companies. They don't have the clout to overcharge websites such as Google and Amazon for their services. It actually might help them IMO.

Who it will affect is the big guys like Comcast, Charter, etc. If any of them were planning on offering tiered services in the future, well that's out the window. They'll have to find other ways to increase revenue.

Today reading that Google is advising the FCC with the regs makes me think that Google is gonna have some awfully nice privileges.

Buy Google, short Comcast?????

idk what the frick I'm talking about
Posted by studentsect
Member since Jan 2004
2258 posts
Posted on 2/26/15 at 11:51 am to
quote:

I don't think it's gonna really change anything with the smaller companies. They don't have the clout to overcharge websites such as Google and Amazon for their services. It actually might help them IMO.

Who it will affect is the big guys like Comcast, Charter, etc. If any of them were planning on offering tiered services in the future, well that's out the window. They'll have to find other ways to increase revenue.


I agree with this. Smaller companies didn't really have the negotiating power to charge larger companies premium pricing or the ability to produce and prioritize their own content anyway, so this will place them on even footing with the bigs and quality of service will be the most important attribute in a service provider. Which I suppose is the point.

Edit: I see the winners here as bandwith-intensive content providers without affiliations with service providers...Netflix, Google (Youtube), Amazon, etc.
This post was edited on 2/26/15 at 11:56 am
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