AT&T’s recent acquisition of ATNI comes at a point where AT&T is looking for ways to expand. According to CNET, the acquisition fulfills the need for more spectrum at least in the Southeast footprint. According to the Wall Street Journal, AT&T was looking toward Europe, but it’s hard to find a good target in the EU. DT, Orange, Telefonica and Vodafone have bought a lot of the eastern European assets. Besides that I am not sure going into the EU is the regulatory relief they would like to experience. The proceedings about the end of the PSTN are moving along here and the forces that want to keep AT&T in check are holding an event to explain why.
I have a rough time understanding the objections to the migration. It seems to me almost everything is based on Internet and Ethernet technologies in our future, so the question of ‘how to do it’ should not be burdened with the legacy issues of the past.
To that point, the whole business is changing. The Dish Network’s decision to overbid Sprint for Clearwire begs the question, should Dish and Sprint look to merge? Given that Softbank is buying Sprint, it probably means that the company wants to be approached by Softbank. Sprint and Dish are about equal in market cap and both are facing an uncertain future. Dish has expressed a desire to get into the phone business and Sprint has been adventurous on occasion... Read More