This is a pretty good but long article about Churchill IV’s look in to the purchase of DTV.
https://seekingalpha.com/article/4396598-t-may-finally-found-directv-buyer-churchill-iv-is-overpaying
One thing I took note of which I never considered was this comment in the article stated here:
DIRECTV is unique in the pay-TV industry in being the beneficiary of a
“transference effect”
that is highly unlikely to persist when it is separated from AT&T. But Churchill IV may have solved this problem by insisting that AT&T’s other two pay-TV operations, U-Verse and AT&T TV, be sold with DIRECTV together, thereby transferring AT&T’s
entire pay-TV operation to the buyer.
A very serious question to ask is this......IF they were to put all 3 of these together as part of a sale, does the Uverse portion in particular include the facilities as well?? Could we potentially be looking at a scenario where Churchill would then control the copper facilities and MAYBE even send employees with it as well to maintain them?? They could then split the Prem Tech, Cable Repair, Exchange Repair from the DEG, Fiber Splicers, Fiber Repair, Special Services etc which T would keep....This is EXACTLY what they did with the Tech Mahindra contract and the applications that went to them, ALONG with the employees.......
Listen, I’m not a conspiracy guy or anything like that, BUT I did spend many years in OSP repair and splicing early in my career and I LOVED it. I would absolutely hate to see something like this happen, but don't think for one second its not at least being considered, at least in part. Food for thought, give it a read and see what you think.