Following the recent Verizon/Terremark and TWCable/Navisite deals, there has been lots of speculation that other large telcos or cable MSOs might follow up with similar moves to bulk up their cloud and managed services capabilities. Of the list of public companies that seem the likeliest targets, Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] has been the most frequently mentioned. But who would be the buyer? Actually, nobody seems to mention that part in much detail. So here’s a Ramblings’ poll to help things along:
For the record, my own vote is ‘nobody’, because I think Savvis doesn’t need this and hence is more valuable as an independent force than under the wing of any of these. But if the price is right then any public company will sell, and it’s pocket change to many of these large buyers if they really want it. What do you think?
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