>> The historic AT&T and TimeWarner merger agreement is almost certain to spark a new wave of mergers between telecom and media. The name most talked about is a buy out candidate, T-Mobile says Reuters telecom reporter, Malathi Nayak.>> It seems like a lot of cable TV companies or perhaps a media company looking for a wireless element in their business can look at T-mobile.
Because T-mobile, right now, has a strong balance sheet, it has a fast growing business, it's basically gaining share and gaining subscribers from bigger rivals like Verizon and AT&T.>> Besides boasting 69 million total customers, T-mobile also has a widespread national mobile network that would fit perfectly with a diversified media company.
Analysts say a buyer that would make sense Comcast.>> If you look at Comcast, which is a cable provider, it has all this wonderful entertainment from NBC. If it perhaps, has a wireless network through which it could provide over the top movie video services, that could be something that could really be a good part to add to their business.
>> But trying to get regulatory approval for another huge Comcast purchase after NBC Universal could be a herculean effort. That could leave the door open for someone else, say, DISH Network. It's sitting on valuable wireless spectrum worth about $45 billion, and already has Sling TV for cord cutters.
If it combined with T-mobile or even Sprint, even without a content partner, DISH could be a worthy competitor in mobile video offerings. But that all would be eclipsed by any of the following three names, Netflix, Walt Disney or Apple. Analysts say if any of those three throw their hat into the merger game, it could usher in an age of consolidation of media, telecom, and tech that has never been seen before.