[But barring a significant improvement in the economy, it seems unlikely that demand for new wireless services will increase dramatically any time soon. That further lessens the need to spend on more licenses.] There is still too much supply out there and not enough demand, ... You need companies to exit the business to pull back on the supply. That will happen either willfully or through bankruptcy. |
[None of the carriers is in a good position to make acquisitions.] Money's still tight and cash is king, ... Any acquisition would get punished by Wall Street. |
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping, |
ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less, |
ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less. |
Comcast and Cox are the better plays. |
Considerably smaller in scale and now without VOOM, it will be hard for the company to compete with the larger gorillas and their economies of scale, which becomes more important as the cable industry matures, |
Considerably smaller in scale and now without VOOM, it will be hard for the company to compete with the larger gorillas and their economies of scale, which becomes more important as the cable industry matures. |
I don't know why you want more of a evaporating business that will slow your revenue growth and lower your margins, |
I like it. I like it a lot, |
I think they are looking for a buyer. Going public is something in their back pocket. |
I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names, ... It may prove to be too much too soon if Roberts tries to run both cable and media businesses. |
I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names. It may prove to be too much too soon if Roberts tries to run both cable and media businesses. |
Incrementally, the Bells may never get the return on invested capital. It's expensive. But it's also preventing customer loss. They have to do it to stay competitive or they'll shrivel down. |
It's a great deal for Sprint. They didn't pay much of a premium for Nextel. I'm not sure how they pulled that off, |