No one company is going to buy all of us, they are going to break it up and sell the parts.
ILEC and CLEC will both be spun off. All of those other services provided by WE will be sold to competitors. I wold guess Zayo for the fiber but do we really own any or does the REIT? Amazon might want our cloud connect? Allworx might be sold to Mitel. Fixed wireless to a competitor.
We don't sell a competitive product. Look at a T-1 vs cable costs for bandwidth, there not even close.
No one uses DSL or POTS anymore, they are dying too. No one needs the phone company for internet or phone service, there are too many competitors selling for far less. Last mile for a traditional telco are dead. The ONLY place they will stay alive is in the ILEC footprint. SDWAN and UCASS and not going to keep the boat from sinking. With all of that said this makes 80% of the company worthless. Enterprise value to debt ratio is way out of line for a normal business.
Originally posted by @XPLJJ48-euj.