Aug. 4 at 1:46 AM
$LUMN I mean seriously
$MSFT hasn't made a substantial acquisition in about 3 yrs. And their stock hit an all-time high last week. What else could they reasonably buy?
$LUMN should be a prime target for them and it's an acquisition they could easily make . Pay off or refinance the debt at low interest and immediately grow the company revenues!
$MSFT already has stated that
$LUMN is better at running networks than they are. And
$MSFT already owns one of the largest fiber networks in the world. They could combine their existing network with
$LUMN's robust fiber network and monetize both assets. They could brand it as MSFT AI Defender network. This would also help differentiate MSFT Defender from other cyber security providers like
$CRWD as the other vendors wouldn't have their own scalable network! This needs to happen in order for the US to win the AI race IMHO! Make the deal Satya!
