Well, that didn't take long. Apparently, there's already a rumor out there that two companies have bid for T-MobileUSA in the wake of AT&T's decision to drop its attempt to buy the company. SNL Kagan quotes a source claiming that both DISH and Google have already submitted offers, and Gary Kim has chimed in with his thoughts.
Now, I can believe that DISH would be interested, as they have been talking up their LTE plans for several quarters now. But I wonder if they truly have the firepower to buy T-MobileUSA outright, given the fact that their marketcap of just under $13B is a mere third of what AT&T was going to buy T-Mo for. Of course, DT can't expect to get the same price, but still. However, what might make sense is some sort of joint venture which lets DT take the backseat and reduces the amount it would need to invest. DISH does seem likely to find a way to enter the LTE network business this year.
But Google? Ain't gonna happen. Yes, I know it will be rumored on a weekly basis throughout 2012 barring the announcement of a deal, but it just isn't going to happen. I have yet to see any convincing strategic reason for Google to become a service provider. Should they do it though, you can expect the next question to be whether they will buy a major fiber network to hook it up with - since that's the other recurring rumor that we haven't heard from recently.
But my guess is that both of these rumors are just someone stirring the pot.
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