According to press reports (LINK), the parties are nearing a deal in which DISH would acquire $6BN in assets from the merging companies (mostly spectrum & prepaid subs). Presumably, the asset acquisition helps establish DISH as a credible enough fourth carrier such that the DOJ can approve the deal. The state AG’s will then decide whether the divestitures and other conditions are sufficient to cure the competitive harms that they see arising from the deal. If the concessions are along the lines we discuss below, we think the concessions could weaken the state’s case enough such that they drop their suit or lose in court, but it will depend on the details of the concessions. Continue reading “T-Mobile / Sprint / DISH: What To Look Out For In A Remedy Package”
We hosted two conference calls last week during which Blair and I attempted to answer investors’ questions on the meandering course of the deal. In this note, we review where the deal stands today . In addition to links to our written work over the past week, we have included links to lightly edited audiocasts for both conference calls.