If we fast forward two years, the biggest challenge for carriers in the industry is upgrading the technology in their networks.

236

What could drive upside is more significant price cuts, and it wouldn't surprise me if it happened after the spring of 2004.

196

I was surprised that they came out this soon and announced. It's really just a token one, but there's room for it to increase.

185

AT&T has been performing poorly all along and in a slowing economy we can expect that trend to continue.

183

If revenue growth is declining in long distance, why would a company want to acquire [Sprint]?

182

An AOL counter-bid is not out of the question. The nice thing about a Cox deal is that it would be part of AOL and part of its revenue and cash flow .

176

Do two wrongs make a right?

135

This tracking stock phenomenon doesn't make sense. I wouldn't be surprised if they went down to $0.

131

Microsoft would do whatever they can to keep AT&T from going to AOL.

88