http://gigaom.com/2007/04/30/carrier-consolidation-injurious-to-your-wealth/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 06:47:41 +0000 http://wordpress.com/ hourly 1 http://gigaom.com/2007/04/30/carrier-consolidation-injurious-to-your-wealth/#comment-99393 anon Tue, 01 May 2007 23:08:29 +0000 http://gigaom.wordpress.com/2007/04/30/carrier-consolidation-injurious-to-your-wealth/#comment-99393 <p>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?</p> 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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