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May 18, 2004
Confused about AT&T
The New York Times > Business > AT&T in Deal to Return to Wireless Market . Well actually the reverse of cool marketing, I have to say that I just can't understand what the AT&T playbook is. You sell all the growing parts of your business like the RBOCs and their digital access so they are your biggest competitors. Then, you buy a huge cable operation and then sell it at a loss just at a time when cable leads in broadband. Then, you buy McCaw Cellular take it from #1 to last in the market, sell it for a loss. Now all you have is the dying long distance business that VOIP is going to just trash. So, what's the next move, take the dead last carriers network and beging reselling that. I have to say, I'm not sure I understand the play here.Posted by rich at May 18, 2004 10:37 PM
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