There are no permanent allies, just permanent interests – as Charter Communications investor John Malone has just been reminded. He thought he had Time Warner Cable cornered. Despite its protests, TWC would succumb to his bid in time. The only possible spoiler, Comcast, had a handshake agreement to assist Charter by acquiring some TWC assets down the line, to help Charter reduce debt. But Thursday, Comcast announced it wanted all of TWC and stepped up with a $159 per share, all stock, offer (Charter’s offer is $132.50 in cash and stock).
沒有永久的盟友，只有永遠的利益——Charter通信公司(Charter Communications)的投資者約翰?馬龍(John Malone)剛剛被提醒這一點。他以為自己肯定能夠拿下時代華納有線(Time Warner Cable, TWC)。盡管嘴上抗議，但TWC遲早將屈從于他的出價。唯一可能的攪局者康卡斯特公司(Comcast)簽了一份握手協議：它將協助Charter公司，在這項收購完成后，收購TWC的部分資產，以幫助Charter減少債務。但康卡斯特周四宣布，它想要全盤收購TWC，為此開出每股159美元的全股票要約（Charter的報價是每股132.50美元——現金加股票）。