Reportedly shopping out assets it acquired in 2000, Motorola gives us a hook to review the past decade.

Remember those deals? Motorola buying General Instrument; AOL merging with Time Warner; Lucent buying Ortel for $3B at 41x earnings.

Assets also shifted among service providers early this decade. Bell Atlantic bought GTE and changed its name to Verizon Communications. In mid-2001, AT&T directors began mulling over the idea of merging AT&T Broadband with Comcast.

The decision to do so took six months. It was a process punctuated — as was much of life — by the fiendish attacks of 9/11.

Much of the next eight years was a matter of sorting good deals from bad. The NASDAQ, which peaked at 5,000+ in March 2000, hit bottom three years later. In another three years, more good money having chased high risks, the real estate began to crater.

Deals from mid-decade that held together include SBC and AT&T; Verizon and MCI; Cisco and Scientific-Atlanta. As for reorgs, there was the decision to divide Adelphia between Time Warner Cable and Comcast, and Charter’s heavy walk with debt, leading this year to a declaration of bankruptcy.

Meanwhile, other agents of change were at work. Cable operators installed soft switches and deployed millions of eMTAs, becoming IP phone companies. AT&T re-entered "cable" with U-verse, and Verizon pulled fiber to the sides of millions of homes, leading it to its current status as the sixth largest multi-channel video provider in the United States.

Another seminal shift: the arrival of over-the-top providers whose services now hitchhike cable plants that, far from standing still, have been variously fitted with 1Ghz optics, switched digital video, analog-reclamation tools, even some fiber to the home.

For works in progress, there’s high-speed data, where the standing order is more and faster, and the overlapping and ever-popular wireless play.

As for Motorola and set-tops, we hear the Chinese market is hot. Also: Khalid Sheik Mohammed has a court date. But that’s a story for the next decade.

Jonathan Tombes
Editor

The Daily

Subscribe

Charter Sanctioned $19 Million

A New York judge awarded Windstream Holdings more than $19 million in sanctions against Charter Thursday, ruling that a false advertising campaign run by the latter caused harm to Windstream as it began

Read the Full Issue
The Skinny is delivered on Tuesday and focuses on the cable profession. You'll stay in the know on the headlines, topics and special issues you value most. Sign Up

Jobs

Seeking an INDUSTRY JOB? VIEW JOBS

Hiring? In conjunction with our sister brand, Cynopsis, we are offering hiring managers a deep pool of media-savvy, skilled candidates at a range of experience levels and sectors, The result will be an even more robust industry job board, to help both employers and job seekers.

Contact John@cynopsis.com for more information.