Even before AT&T announced its planned acquisition of Time Warner, speculation has swirled around the possible purchases of the Nos. 3 and 4 mobile carriers by cable providers. Now, recent comments by Sprint and T-Mo execs have further stirred the pot.
"Spencer Kurn of New Street Research has pegged the 'takeout target' bullseye on T-Mobile. But Wells Fargo's Jennifer Fritzsche pointed out in a Sunday note that any (cable) company that bought T-Mobile (presumably to compete with AT&T) would be 'buying an asset with less spectrum, less subscribers (aka eyeballs) and less capital invested than what AT&T has in its wireless operations.'"