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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: aladin who wrote (18255)12/7/2006 3:35:56 PM
From: Frank A. Coluccio  Read Replies (1) of 46821
 
John, agreed, she ain't what she used to be. And I think I can accurately assess the position you're taking. To your point, however, I could say that Ma is trying to reconstitute herself to become whole, once again, but despite that being true, it would only be a bromide that ignores other, more salient issues. I'm not as concerned with the tagging of these companies as monopolies as much as I am about their market powers. In addition to the set of three you've mentioned, most territorially defined markets have their own mix comprised of two wireline operators, possibly up to three or four cellular operators, some more when MVNOs are taken into account, and a number of renegade wireline and wireless operators on the periphery attempting to edge their way in. I sometimes think the presence of the latter entities are merely tolerated and in some ways permitted by the larger incumbents in order to foster the validation of the perceptions you cited. The more salient issues I alluded to above are situations that have taking hold at the upper layers of the stack, where the new playing fields of Layers 2-and-up defy or make it easier to evade the earlier forms of analysis and classification that Ma enjoyed prior to giving birth to the brats. FAC

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