Telecom Mergers and Acquisitions

1. Sprint Bows to Pressure, Boosts Clearwire Bid
   In the face of shareholder opposition, Sprint Nextel (NYSE:S, news, filings) this morning delayed the vote on its bid for the half of Clearwire it doesn’t already own in order to raise the bid. The original price of $2.97 had been getting substantial pushback from investors, especially from Crest Financial. The new bid price stands [...]
2. M&A Buzz Followup: What TWTC Could Buy
   Following my contrarian article last week where I predicted that tw telecom would not only not sell as analysts are predicting but actually buy something, several folks asked me the rather obvious followup of ‘whom’. One regular commenter went so far as to ask if all roads still stop at XO, which of course has [...]
3. M&A Journal: Handicapping DukeNet’s Likely Suitors
   Over the past few days, word has come out that in fact DukeNet does have a book out and may very well become the next metro fiber consolidatee. DukeNet has a deep footprint in the Carolinas with a few thousand towers on-net, with additional regional/metro connectivity stretching to the north, south, and west. It’s one [...]
4. Prediction: tw telecom Will Buy, Not Sell
   Speculation on who will step up and buy tw telecom has been spreading, with the latest being a Bloomberg article quoting various analysts bullish about the potential of a deal.  The candidates cast in the role of buyer are TW Cable, Comcast, and CenturyLink, and I agree they are the most likely if one accepts [...]
5. Metro Bytes: Alpheus, DukeNet, Comcast, MetTel, UNSi, Zayo
   Here’s a set of quick-takes looking at news from the metro sector this week from Alpheus, DukeNet, Comcast Business, UNSi, MetTel, and Zayo. … [visit site to read more]