Good analysts Doz.This blackout period has gone on for a long time suggesting there is more in play than just Telco sign ups.Your suggestion of a take out by a competitor being Verizon is interesting.Saw a report yesterday that said small tech companies that were trying to offer any competition to successful companies were just being picked off by massive tech companies whose war chest of funds was just that big that small companies now had to make a choice.Either try and compete against a massive tech that would throw everything thing at you so you will not survive or take a significant offer by the large tech to stop you competing.this is what the likes of Google and Facebook do.Thats why after my research Oracle stands out as one of these global predators.
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