One thought on “Carrier consolidation can be injurious to your wealth”

  1. selling to carriers is a bad business. is USA, there are now 2 real ones and several pretenders waiting to get bought and/or focused on subsidized opportunities (CLEC’s, rurals) which will likely go away after the aforementioned 2 decide to make them go away. i did not see an investment thesis for these equipment makers, especially legacy telco, because cisco and the data crowd will get most of the new capex spend, in any event. thoughts?

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