Arris: ‘Holding Our Breath’ On Comcast/TWC Deal

Based on analyst predictions that telecommunications equipment manufacturing company Arris is the supplier with the most to gain in the wake of the proposed Comcast-Time Warner Cable merger, one might think that the vendor is jumping for joy. Think again. Both of its feet are firmly on the ground, careful not to exude overconfidence about those future prospects.

Arris, said company chairman and CEO Bob Stanzione, is “holding our breath” to see how the deal might affect spending later in 2014, wary that TWC might decide to pull the purse strings tighter during this coming period of uncertainty. “Vendors are doing a wait and see on what’s going to happen here,” Stanzione said. The ink is barely dry on the mega-merger, but so far it’s been “business as usual,” Stanzione said in his first public comments about the proposed deal since it was announced on February 13. Stanzione said he was not surprised to see a new deal for TWC emerge after Charter Communications made its initial bid and rumors follows that Comcast was somehow getting involved.