Who's Next

I had a call from a Wall Street sell side analyst with one of the bigger firms yesterday as I was racing through the airport in Philadelphia yesterday enroute back to San Diego.

The analyst wanted some "andy insight" on the post AT&T/SBC merger.

Here's a quick summary:

On Quest merging with MCI: One company that was run by a known alleged set of crooks merging with another where it was suspected there were crooks. My suggestion is that the new logo include pinstripes.

On the state of VoIP--Vonage is in trouble. With SBC merging with AT&T the heat has to be on Jeff Citron to make a big deal with someone.

On What the Merger Means--Why does SBC need Delta Three any longer. Everything that Delta Three could offer AT*T already has.

On what I think is next--The most logical merger is Verizon with BellSouth. Then the merged company sells off Cingular to SBC and buys out Vodafone. They will need that because AT&T already has a plan to roll out its own enterprise VoIP based mobile service. (Heck, maybe Voadfone comes in and buys up Cingular from SBC/AT&T. The USA becomes a huge CDMA market with only two foreign carriers delivering GSM.)