The bet seems to be that large incumbents like AT&T may have to go shopping to beef up their enterprise units.
In a research note, Oppenheimer analyst Tim Horan argued that "the transaction highlights the attractive fundamentals of the Internet infrastructure space driven by the ongoing migration to cloud computing."
"Other providers in this space that represent potential targets include Savvis, Rackspace, Cogent Communications Group, Level 3 and Limelight Networks. Potential suitors include the incumbents AT&T, Verizon, CenturyLink, Windstream and foreign carriers."
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