Allan Tumolillo
Allan Tumolillo
determine genius hard mark strategy whether wholesale
It's hard to determine whether the wholesale strategy is a mark of genius or desperation.
carriers handle level type volume wireless
It will be years before wireless carriers are at a level where they can handle the type of volume that landlines can.
companies deflation price
Companies are merging because they don't like this price deflation in wireless.
few next
A deal, for AT&T, makes sense because I really think they would get demolished during the next few years as a standalone company.
businesses companies growing market strong valuing wireless
There is a growing sense that these companies have strong wireless businesses and the market hadn't been appropriately valuing them.