When you look at this puzzle palace called Verizon, and eyeball the broader picture past the wireless stores or Fios footprint, it becomes evident that LoMac is setting up VZ for a garage sale. Think about it.; Revenue are declining Q/Q, and Marni’s world is not stepping up fast enough; pressures in WLS will continue to hamper any future growth prospects; unproven 5G internet access is years away; keeping and growing the fiber based Fios footprint in NE; GO90 is just a mid life crisis for old farts creating a tech toy for the kids; connecting 50+ cities with Tbit fiber across the country with XO and One Fiber, buying AOL and Yahoo’s customer base, is all fertile ground for for LoMac to ask Google to buy us. Its all a perfect match for Google except perhaps the Wireless business which they could sell off in a heartbeat. Either Google, or have lunch with Elon Musk, and drop the hint that he could beat Google to the high speed market just by signing a check.
Mark my words kids, its gonna happen…