David Jackson
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Ten Things I Hate About You: Weakness and Opportunity in the Telco Sector [View article]
So my question is: What now? Does wireless and bundling save the telcos, are are they about to lose the second stage of the war?
Can VZ's new fiber buildout generate a positive return on investment given that the limited growth of the TV, wireless, voice and gaming market makes this essentially a zero sum game: what the telcos will gain, the cable companies will lose, and given the dynamics of price competition with heavy sunk costs, that will lead to losses all round.