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A neutral host Dish could unite the cablecos against Verizon and AT&T

A couple of years ago, Verizon was widely expected to seek a cable acquisition, to extend its wireline and quad play reach, and to neutralize at least one rival threatening to challenge it across 5G and fixed-line services. However, in autumn 2017, then-CEO Lowell McAdam said he had “moved on” from the idea of a merger with a company like Comcast, and would instead focus M&A strategy on media, content, and building its own fiber and spectrum reserves. This may yet be a decision Verizon comes to regret. The cablecos are manoeuvring themselves for a major assault on the connectivity, content and media markets, including wireless services, in the USA. Charter and Comcast, the two largest, may have launched their…

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