L Reasonable caution...as already said, the dots are not (yet)...

L

Reasonable caution...as already said, the dots are not (yet) connected. But when one reads the last sentence of your quote from Syntonic and then put that in context with:

"Owning more content gives cable and telecom companies bargaining leverage with other content companies as customers demand smaller, hand-picked cable offerings or switch to watching online. And new mobile technology including next-generation 5G networks could make a content tie-up especially attractive for wireless providers.
“We think 5G mobile is coming, we think 5G mobile is an epic game-changer,” Rich Tullo, director of research at Albert Fried & Company, said in a note, adding that mobile providers would be in position to disrupt traditional pay-TV services." (from: " http://www.livemint.com/Companies/w...nciple-to-buy-Time-Warner-for-85-billion.html) ...

..if these are not smoke signals, then at the least someone is playing with fire and SYT is not far away from the source of the heat.