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AT&T, Inc. Message Board

  • smalls_62 smalls_62 May 7, 2014 4:15 PM Flag

    Another rumor of DTV using GS as advisor...

    for a possible T approach per FlyontheWall. DTV is dead money IMO. Limited growth potential in a mature market and no spectrum. Either Stephenson is ignorant or somebody is feeding garbage rumors to the market/media. T shareholders would be wise to hope it is the latter. A DISH approach would make more sense than DTV. I guess DTV can have all the advisors they want but one would hope Stephenson isn't ignorant enough to give them a reason for advisors. I'm not the only one scratching my head on this DTV rumor. A couple analysts can't believe it either...

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    • UBS analyst speculates the positioning could be for programming rights combined with U-verse TV. Isn't this a hypocritical position given management's negative comments about VOD purchasing FIBER/cable companies? VOD would have grabbed programming rights within those acquisitions. Something is awry or Stephenson has done an about face and is a Colao copycat. Weird to say the least.

      • 1 Reply to smalls_62
      • Here is the other deal. Look at DISH vs. DTV market caps. IF a deal is truly in the works then T could make a 30% premium offer to Charlie's DISH and still be below DTV's market cap AND gain valuable spectrum which DTV holds no spectrum. This just doesn't make any sense for T, especially given their negative comments about VOD's programming/cable acquisitions which included FIBER assets.


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