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…)