There will be bugs with the Baby Bells up front. I expect them to work out the bugs eventually.
On the one hand, AT&T says this is going to be a very powerful competitor. On the other hand, they say they don't think they'll have many regulatory problems. I think they're in a state of denial. I think the regulators are going to be very tough on this.
This the best shot we have seen in 3-1/2 years.
SBC is facing pressure from at least two areas -- competition and the economy. Contrary to what many people might think, competitors are making a real dent in SBC's business.
I think an acquisition of a satellite TV provider would fit an immediate need, and they would continue to invest in their networks to offer network-based services.
This is something that will not affect the stock price ... the stock and other Baby Bells are all good buying opportunities. There is a lot of volatility associated with these companies, but if you want to ride it out they are good buys.
Will it be flawless? No. Will there be some customers that slip through the cracks? Yes. But for the majority of orders, they will be ready. The only way to get to 100 percent is on the fly.
It is probably prudent to wait and delay. At some point this year the market will turn around.
As long as customers get the service, they don't care how it works. It's like a Ford or a Chevy, what's important is that it gets you there.
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