[Congressional Record Volume 152, Number 34 (Thursday, March 16, 2006)]
[Senate]
[Page S2302]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
PROPOSED MERGER BETWEEN AT&T AND BELLSOUTH
Mr. DORGAN. The proposed merger between AT&T and BellSouth is
controversial. The proposal should trigger a serious evaluation by both
the Justice Department and the Federal Communications Commission.
A recent column in the March 20 issue of Business Week by Leo Hindery
caught my eye, and I want to share it with my colleagues. I don't
necessarily share all of his conclusions, but I think his perspective
is an interesting one. I hope that others will weigh in as we try to
make a judgment about whether this proposed merger is in the interest
of the American people.
For me, it remains an open question whether this merger should be
allowed. In the meantime, it is useful to hear many different
perspectives about it and I wanted to share Leo Hindery's column with
my colleagues.
I ask unanimous consent to print the column in the Record.
There being no objection, the material was ordered to be printed in
the Record, as follows:
[From Business Week, Mar. 20, 2006]
IdeasOutside Shot
(By Leo Hindery Jr.)
Watch This Hookup Closely. Who says you can't put Humpty
Dumpty together again? With AT&T's acquisition of BellSouth,
Ma Bell will (almost) be back. The stated justifications for
this huge new merger are to save $2 billion a year in
expenses on a $120 billion combined revenue base and, says
Chief Executive Edward E. Whitacre Jr., to enable the
combined company to ``have more products, better services,
and better prices.''
Unfortunately, neither justification is likely to pan out,
and there is not one product or service that AT&T will have
with BellSouth that it could not have had without it. Not
one. So the only real advantages from this merger for AT&T
shareholders are a clarified management structure at the two
companies' Cingular cellular joint venture and probably
slightly faster rollout of wireless Internet calling. Those
two changes are certainly important, but they're not nearly
desirable enough to allow this merger to proceed without
regulators imposing some very tough conditions.
I'm so skeptical because every time a major cable-systems
merger was proposed in the past, the justifications were
essentially the same: modest cost savings that would fuel
more services and better prices for consumers. But those
never materialized. Why not? Once a telco or major cable
company has achieved scale, and they all have by now, these
purported justifications become ludicrous, especially when
(as with AT&T and BellSouth) there is little or no
preexisting overlap of their service areas.
As a businessman and former cable operator, I can
appreciate Mr. Whitacre's desire to bulk up to better compete
in both traditional telephony and newer growth areas like
broadband video distribution. Not only is he battling stiff
competition in voice-over-Internet telephony from the likes
of Vonage, Google, and Skype, but he also faces an array of
newer delivery technologies such as Wi-Fi, WiMAX, and
broadband over power lines. Then there are the major cable
companies, which are deeply entrenched in video distribution
and have the huge advantage of vertically owning much (in
fact, way too much) of the nation's programming.
But the telcos and cable already have virtual strangleholds
over wire-line access. (A combined AT&T and BellSouth would
control 71 million local phone customers in 22 states.) So
this proposed megamerger will be devastating for consumers
unless some strong limitations are put on the merged company
in two areas: bundling and pricing practices and ``Internet
neutrality.''
Indeed, with broadband soon to be AT&T's (and all other
significant distributors') major offering, the Bush
Administration and the Federal Communications Commission must
stand up for consumers and insist that AT&T, Verizon, Qwest,
and cable operators not layer on to their broadband services
unreasonable user surcharges and ``speed controls'' that
favor one service provider over another. Such acts would
crimp consumers' access to the Net and give distributors
unwarranted monopoly-like profits and controls. Likewise,
regulators must restrict discriminatory bundling and
predatory pricing, which limit consumer choice, in both
services and content.
That's not to say that regulators should crack down only on
telcos. Washington should give AT&T, Verizon, and Qwest
nationwide video-transmission rights so they can compete
sooner and better with cable in video distribution. And it
must end the vice grip of vertical integration that allows
programming owned by a distributor (especially cable
operators) to be treated more favorably than independent
programming. Such vertical integration, when abused; is a
fraud on consumers and an impediment to competition. It needs
to be restrained, and Mr. Whitacre should demand that as a
quid pro quo for the limits that are sure to be imposed on
his proposed deal.
So let Mr. Whitacre have his merger--heck, the
Administration and the FCC let Comcast acquire AT&T Broadband
in 2002 without blinking an eye. But let's hold him to his
promise of ``more products, better services, and better
prices.'' Given the grave potential for abuse to consumers by
those with quasi-monopoly power, the Administration, the FCC,
and Congress must impose appropriate restrictions on the
AT&T-BellSouth merger.
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