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To achieve their targeted 50-50 portfolio mix between U.S. and non-U.S. holdings, Altice would need to virtually run the table and buy half of everything out there that isn't named Comcast or Charter, if one assumes that Cox isn't a seller (they're the largest remaining company after TWC and Charter itself, and they have sounded relatively resolute in their desire to remain independent) then Altice would need to successfully buy essentially everyone else.