Back in September I predicted a merger between SuperMedia and Dex One. However, there’ve since been other developments and rumors coming out of these yellow pages companies which lead me to suggest a possible “trifecta” — a three-way acquisition/merger could be in the works between AT&T’s Yellow Pages (NYSE:T), SuperMedia (NASDAQ:SPMD), and Dex One (NYSE:DEXO).
These three companies operate some of the largest print and online yellow pages in the country, with AT&T Interactive operating YP.com, SuperMedia operating Superpages, and Dex One operating DexKnows. Read on for more speculation and observation on my part. (more…)
SuperMedia & Dex One To Cross-Pollinate: Precursor To A Merger?
Wednesday, September 8th, 2010This morning, Greg Sterling reports that SuperMedia and Dex One have entered into a distribution agreement, allowing listings and business content from Superpages to be displayed on DexKnows and vice-versa.
The first thought I had upon reading this was that it’s likely a precursor to a possible merger between the two companies, a little further on down the road.
I’ve been predicting some collapse amongst the players in the yellow pages industry for quite a few years now, and I’ve even stongly suggested (see: What Could Save The Yellow Pages? 10 Ideas) that some of the large YP directory companies might want to merge in order to reduce costs and improve their competitive strength.
There’s also been talk among financial analysts about how the hedge fund, (more…)
Tags: Dex One, DexKnows, Directional Media Strategies, DMS, Idearc, internet yellow pages, IYPs, mergers, Paulson & Co., RH Donnelley, SuperMedia, Yellow Pages
Posted in General Commentary, Yellow Pages | 4 Comments »