This is why I'm perma bearish on telcos. Where is the differentiation? Race to the bottom. Cable companies won't enjoy racing to the bottom with likes of a Tmobile in the decade of 5ghttps://twitter.com/ZhugeEX/status/1172427551710433285 …
The industry is pretty consolidated and wireless data is something everyone needs. Sounds like a pretty good industry to me, no?
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Check out the LT roics. Data is a commoditised product imo. U need balanced 3 player markets. Otherwise given fixed cost, it always make sense for challenger to go for share which kills the pricing across the space.
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Wow, thanks. I assumed, based on the way att treats me as a customer, that they were enjoying oligopoly profits.
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