More than Slim odds America Movil buys T-Mobile

December 22, 2014

Carlos Slim’s telecoms empire needs to reduce its dependence on Mexico. The fourth U.S. wireless carrier is cheap, parent Deutsche Telekom doesn’t want it and there’s strategic logic to a deal. The increasingly frightful competition in U.S. telecoms may be a sticking point.

Sprint’s antitrust pitch hedges against DoJ miss

October 25, 2011

The third-largest mobile operator has said it just wants to help the feds squelch AT&T's $39 billion takeover of T-Mobile USA. But its separate lawsuit suggests a lack of confidence in Uncle Sam's arguments.

AT&T board lets CEO off hook for bad call

February 22, 2012

Randall Stephenson’s total pay fell to $22 mln last year from $27 mln in 2010. That’s a light slap given the $4 bln break fee for the badly botched bid for T-Mobile USA. Investors can show their displeasure with directors for failing to hold the boss accountable – and should.

T-Mobile sale not the only telco worry for antitrust watchdogs

March 28, 2011

America's antitrust and telecoms watchdogs have their hands full with AT&T's proposed purchase of T-Mobile. So they may overlook what's at stake in a seemingly esoteric spat between Google geeks and their Facebook cohorts.

MetroPCS owners can forget a standalone option

April 2, 2013

Dissident investors John Paulson and Peter Schoenfeld persuaded two proxy services that T-Mobile USA is buying its rival on the cheap and that independence is a better option. The agitating may bring a sweeter bid. But MetroPCS is unlikely to prosper or exist for long on its own.

Verizon Wireless can’t deny dividends much longer

February 18, 2010

Verizon has used its mobile subsidiary's prodigious cash flow to acquire rivals such as Alltel and pay down debt, rather than share dividends with minority partner Vodafone.

Googlephone’s influence more important than sales

December 14, 2009

The Googlephone is coming. Google is escalating its effort to upend the mobile market by introducing a phone it has designed and which is currently being tested on its pointy-headed employees.