Mergers and acquisitions: There are four major cable operators in the United States that provide video, data and voice services: Comcast, Time Warner Cable, COX Communications, and Charter Communications. Even though Comcast failed in their effort to get the support needed to purchase Time Warner Cable, I see other opportunities for key players emerging that will take-on other possible acquisition targets, driving consolidation. This is also true for our friends in the telecommunications market, as the pending AT&T acquisition of Direct TV indicates.
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