Allan Tumolillo
Allan Tumolillo
companies deflation price
Companies are merging because they don't like this price deflation in wireless.
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.
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.