|
||||
|
Re: What AT&T Breakup?
by
telco_guy
If you look at MTS' Feb. 28 "re-alignment", they are now structured exactly like TELUS. Blouin will likely want to stick it to the very people who fired him from Bell and see if he can find a way to strengthen TELUS with MTS' weak assets. Bell and Aliant will consolidate in some greater fashion. The sooner someone takes SaskTel out, the better the national industry will be. The Canadian market will be dominated by Bell, Rogers and TELUS (notice no mention of Shaw).
The US will have 3 large integrated RBOCs (Verizon, AT&T and Sprint (who will buy Qwest)) and a couple dominant Cablecos (TW, Comcast/Cox - who will buy T-Mobile for wireless))
When the artificial border between the US and Canada enables true North American integration will be the next spate of growth for the US carriers.
This, of course, will be followed by a new round of small, non-facilities-based start ups who try to grow a customer base in order to be acquired in the subsequent round of acquisitions.
Here's the wildcard thought of the day. Canada could use a second national GSM cellular provider to give Rogers a run for their money. Verizon buys out Vodafone's stake in the US. They use that money to invest in TELUS. TELUS runs both networks for a short period then joins the rest of the globe on GSM.
|
My blog has moved.
Check out the new Mark Evans. It's part of my mini-blog empire that also includes All About Nortel and Twitterrati. You can subscribe to Mark Evans Tech by clicking on the RSS symbol above.
Check Out These Blogs
Search
Login
|
|||
|
||||