A day after speculation that AT&T Inc. would buy a satellite TV provider
to better compete against cable, industry observers turn their attention to
Comcast Corp., suggesting it would acquire a wireless provider. After all,
Verizon Communications' nascent FiOS bundle is putting a dent in Comcast's
subscriber base and even its shares. If AT&T joined the TV party, then
Comcast could hear an even louder sucking sound as more subscribers are
enticed away not by the so-called triple-play bundle of Internet, TV and phone
services, but a four-way bundle that also includes wireless. Verizon already
offers such a package called the Ultimate Play. If Comcast is on the hunt,
then troubled Sprint Nextel Corp., which recently ousted CEO Gary Forsee,
looks like a prime target. — Matthew Wurtzel
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story from Deal Journal
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earnings story from paidContent
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earlier AT&T story from Dealscape
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related Sprint story from TheDeal.com
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