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kq4ym
kq4ym
12/17/2016 | 4:36:56 PM
Re: 4 players
It still seems to me that we're still in the speculation mode until another six months to a year goes by to see if the expectation "to see less regulation and a lower corporate tax rate" comes to be fact. There's probably going to be even more surprises in regulation or not as time goes by and agencies get their rules more firmly settled.
DanJones
DanJones
12/6/2016 | 2:30:44 PM
Re: 4 players
Well, yeah, that's why I wrote the story this way, it kind of stood out.
mendyk
mendyk
12/6/2016 | 1:59:34 PM
Re: 4 players
CFOs tend to do very well no matter what, as long as they can avoid jail time. The companies they are responsible for are a different story. If the financial types that heard this speech didn't question it, then I'd wonder about the collective wisdom that was in that room.
DanJones
DanJones
12/6/2016 | 11:53:45 AM
Re: 4 players
Well, its possible that he's just like, hey, I'm going to do veeeeerrrrry well out of this situation.
mendyk
mendyk
12/5/2016 | 4:30:45 PM
Re: 4 players
It's kind of hard to figure out what he's assuming. The whole more consolidation and more competition thing is outside the realm of logic.
DanJones
DanJones
12/5/2016 | 2:40:09 PM
Re: 4 players
I don't think he's assuming that cable companies won't buy their way in.
DanJones
DanJones
12/5/2016 | 2:38:21 PM
Re: 4 players
Maybe he's banking on a population boom under Trump?
mendyk
mendyk
12/5/2016 | 2:34:26 PM
Re: 4 players
In a post-factual world, I suppose there can be both more competition AND more consolidation. And if we can grow the market share pie to 150%, then there would be room for more than four major competitors. So it's all very possible.
DanJones
DanJones
12/5/2016 | 2:31:59 PM
Google
Carter didn't mention Google but they have to be seen as one of the other possible entrants. They're testing 3.5GHz radios with Nokia, and T-Mobile are interested in 3.5GHz as well so they must aware.
msilbey
msilbey
12/5/2016 | 2:28:46 PM
4 players
"We'll sit back and just chuckle at the idea that there would only be 4 major players [in wireless, in the US]."

I don't know about that. Yes, the cable companies are starting to explore their options, but that may still inevitably end with one or more of them buying an existing mobile company. 


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