Andy Abramson over at VoIPWatch says that there is a new rumor of KKR heading up a roll-up of various telecoms that will rival AT&T in size and geographical scope. That will take some doing, in fact it is hard to think who might be combined into such a beast. Perhaps someone like C&W would need to be part of it, and of course GLBC is available, but there would have to be much more than that.
Frankly though, these multiple telecom deals never happen quite that way because it requires too many people to say yes. One has to justify each deal on its merits and then move on to the next. And then one has to integrate the assets, and we’ve seen how tough that can be in telecom (see Sprint and Level 3 for examples). So someone might *want* to take out a series of large telecoms and might even plan it, but it would happen one at a time by necessity, and I guarantee the plan would change quickly and often once underway. Could be interesting though, there are many cheap assets out there for someone with the money to burn.
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