Todd Rosenbluth
Todd Rosenbluth
aim cable companies competition face investors phone pressure rural toward
The rural phone companies do not face the same pressure as other telecoms. Competition from AT&T and cable isn't impacting things as much. It's better for investors to aim toward the hinterlands.
competition deals decide entities given larger leave likely national position precarious presence
These deals leave standalone entities in a precarious position given likely competition from larger companies. BellSouth and Qwest have to decide how important a national presence is.
fact
It's a fact that Alltel has a complementary mix.
aggressive price
AT&T has said it will be aggressive on price but it has never been as aggressive as MCI.
commodity companies competition cross focus head key price rear ugly
Competition is going to rear its ugly head as companies cross over into each other's territory, ... Price has always been the key focus for telecom. It's a commodity business.
buying canada dividends margins negative outlook paying providers rural stable
We have a negative outlook on the telecom-services sector, preferring smaller, rural providers and one in Canada that, in our view, have stable margins and are paying out dividends and buying back stock.
accounting appear gone issues management prior taken
There are a lot of accounting issues that have taken place under prior management that haven't gone away and don't appear to be dissipating.
benefits cost expecting improvement line merger synergy top
We were expecting there would have been an improvement on the cost synergy side. We still don't expect there will be benefits to the top line from the merger in 2006.
competition greater reduce wireless
There is a need to reduce telecom competition but there are greater opportunities in wireless than long-distance.