[194758] in North American Network Operators' Group
Re: Lille, France
daemon@ATHENA.MIT.EDU (Scott Christopher)
Thu Jun 1 08:27:28 2017
X-Original-To: nanog@nanog.org
From: Scott Christopher <s@xopher.net>
To: nanog@nanog.org
In-Reply-To: <CY1PR13MB0645B374B432F4BEB686D3CEE4FF0@CY1PR13MB0645.namprd13.prod.outlook.com>
Date: Fri, 26 May 2017 12:42:01 +0300
Errors-To: nanog-bounces@nanog.org
Rod Beck wrote:
> Altice is in the States and going public soon. They have been producing
> superior financial results. Appears to know how to run these cable
> networks better than the standard American management.
They don't actually lay any cable though, nor do they build their own
network. They have been acquiring other telecoms at a brisk pace for 15
years as the industry consolidates. (They are debt heavy, especially for
a European company, and this upcoming IPO is a 20% sale to grab more
capital, riding the wave of recent market bullishness for U.S.
telecoms.)
Not sure if any of us network engineers will like them in 2 - 4 years -
but you're a business consultant seeing this from a different
perspective. ;)
--
Regards,
S.C.
