New Street Research equity analyst Jonathan Chaplin responded positively to a Bloomberg report Monday that Charter Communications is in private talks to possibly acquire devalued cable operator Altice USA, saying the two MSOs' regional footprints in New York, Connecticut and Massachusetts and "would fit well together."
But in a note to investors, Chaplin also said it would be "irresponsible" for Comcast not to also take a look at struggling Altice USA.
