Think the proposed Comcast–Time Warner Cable merger is a bad idea? Then just wait until you hear what UBS analyst John Hodulik has in mind. In a new research note flagged by Barron’s, Hodulik explains why he thinks AT&T’s bid to buy DirecTV will not only help Comcast get its TWC merger passed but will also push Comcast to get into the wireless space to go head-to-head with AT&T and Verizon. And you know what this means: Hodulik thinks Comcast will then try to buy T-Mobile.
Read more here: Boy Genius Report