CenturyLink is rumored to be in talks to buy Level 3. Put me in the camp of those who like this deal for CenturyLink.
I believe that the future for residential services is a dumb pipe to the home with the subscriber deciding what to do with their bandwidth. Netflix, Amazon Prime, IP based security systems, smart utility services, etc, etc. If you own that dumb pipe to the customer's home - you own that subscriber.
The same will be true to a lesser degree for larger enterprise, municipal and other big bandwidth users. This deal will give CenturyLink more infrastructure to connect to these larger subscribers. A much better move than using funds to buy zombie brands like Yahoo! or content creators like Time Warner.
In fact - I wouldn't be surprised if Verizon backed out of the Yahoo! deal, using the undisclosed hack as justification, and instead used the funds that would have gone to that deal to also bid on Level 3.
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