Verizon (maybe) will bid for Sprint

2 thoughts on “Verizon (maybe) will bid for Sprint”

  1. Om,

    I think you are right on the money.

    VZW can look at a calender just like everybody else. If Cing-AWE took 9-10 months, then a proposed PCS-Nextel might piggyback on the same core research and perhaps take 8-9 months?

    What is important for VZW, re:PCS-N, is to delay this deal such that a new PCS-N would miss the 2005 X-Mas selling season.

    Lets remember that during a merger, a whole set of legal and contractual obligations befall the parties. One of the contractual obligations would be the standard MAC clause. (material adverse change)

    Thus a delay in the PCS-N merger means that the MSOs are locked out of any deal (except lowly T-M) for another year. This buys the RBOCs time to advance on the Video front.

    You gotta think that Cingular is pulling for a VZW-PCS bid, just to frustrate things. Regulatory approval? Who cares.

  2. Om,

    You should be a little more careful before putting a title like that on a piece. A bid hasn’t been made quite yet; WSJ just reported that Verizon had gotten the go ahead from Vodafone.

    Which Vodafone, incidentally, denied, not that even that means anything.

This site uses Akismet to reduce spam. Learn how your comment data is processed.