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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (6634)	1/31/2019 7:39:37 PM
From: robert b furman	Read Replies (4) \| Respond to of 26638

Actually I think T has done rather well (not talking price). They are unwinding big incentives (free phones and discounted prices for 24 months if you sign up). I like the straight up selling approach vs used car ads (pardon the irony) LOL Their year over year growth beats many. Their First Net service is building out nationally a much faster system - that once coupled with 5G will be nation wide and a cable killer. Their streaming of what you want will eventually eliminate bundles so large they constantly increase the package price and one never watches all the crap included of no value and is a waste. I think Stephenson is sharp, and underrated as a big company CEO. I think he is much sharper than a stodgy ole utility like CEO. He has absorbed millions in interest expense and legal expense as the DOJ has stalled his acquisition for OVER 2 YEARS!! A pretty outrageous event and on top of that he's won and then on top of that, there's another appeal ! Millions in wasted money - Thank you DOJ!! He quietly manages the second largest wireless system in the US. Plus mexico plus two cable systems -one cable (read that urban fiber) and one satellite-read that rural. Couple that with 5G wireless streaming, coupled with the cable and fiber system and packaging that feature streaming selection vs forced packages and I think the guy is on to something big. Then use artificial intelligence (think facebook) to lure advertisers (both within his network and library as a beta system) and then to the whole advertising world to their huge customer base. Well we've finally got something that will compete with Face book for unique and very targeted advertising revenue. Just sayin Bob