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  • As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB) [View article]
    Sam, I'm really not sure about your contention that the RBOCs are winners here. Isn't this really a defensive move -- and a very expensive one at that? What kind of return on their investment from FTTH do you think they'll get? Arguably, the total cost of the TV + Internet Access + Voice bundle is falling, and this will just lead to more competition with the cable companies. The RBOCs will spend a ton on FTTx but will find their revenues still decline. The only winners I can see are the equipment vendors. I'm short all the RBOC stocks with shorts or puts.
    Nov 10 11:19 am |Rating: 0 0 |Link to Comment
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