Sam Greenholtz

As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB)

While you are primarily right, I think that history will repeat itself and the RBOCs will gain the upper hand and control the bundling issues. The size and continuity of their networks will be the major deciding factor. And remember, this isn't just about fiber to the home, it is also fiber to the businesses.