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T-Mobile in the mood to buy pay TV, not the other way around

For the past four years, analysts like us have continuously discussed who might merge with or take over T-Mobile US. But the tone has always been one of the management team at say Comcast or Sprint taking over. Listening to the discussion around T-Mobile’s results this week, the tone was very much one of John Legere, helping a pay TV company become an “uncarrier” business during 2017. Faultline made a stand in 2011 saying that a merger with AT&T would not pass muster at regulators and that forecast turned out to be true. But since then all of us have talked about T-Mobile in the same voice, that it is fundamentally broken and too small to compete with AT&T and…

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