openbox9
join:2004-01-26
Alexandria, VA
kudos:2 | reply to iansltx
Re: Just waiting.... said by iansltx:I'd pin Qwest as a likely takeover candidate however. Given VZ's desire to shed less profitable markets, I don't see VZ going after Q.said by iansltx:Besides, if Verizon bought AT&T antitrust lawyers would go wild Why? With exception of two markets, VZ and T don't compete. Plus, the telecom market is significantly different today than it was 25 years ago. |
iansltx
join:2007-02-19
Golden, CO
kudos:2 Reviews:
 ·Comcast
| Re: Smaller markets, Qwest actually has a large amount of good-sized markets that Verizon could then take over (Denver, Colorado Springs, Phoenix, Salt Lake City). Again, the smaller stuff would likely get sold off to Windstream or CanturyLink, but anywhere Qwest is deploying ADSL2+ and/or VDSL are plenty big enough for Verizon's liking.
Also, Verizon would be able to grab a large IP transit network, consolidating the Tier 1 networks by a bit and netting Verizon control of large backbone customers like Charter Communications (who, granted, is building out their own netowrk now but isn't at Comcast or TWC's level yet). Would also give the former MCI/UUNet backbone a decent midwestern footprint.
Re: telecom situations, AT&T is now the largest landline company. Verizon is the largest mobile company, with AT&T not far behind. Seeing as how merging the entities would result in a company that has half as many mobile lines as there are people in the whole US...well, you see where I'm going.
Besides, Verizon and AT&T's business models diverge a bit. AT&T is all about milking current/past standards for all they're worth, locking in customers because they're the only game in town (iPhone, anyone?). Verizon tends to at least desire some "openness" spin, and their focus is clear: FiOS and wireless. They compete on features rather than price, whereas AT&T is forced to compete on price in many areas because cable can beat them with even DOCSIS 1.1.
Maybe I'm off-base here, but AT&T's everything-and-the-kitchen-sink mindset is quite different than Verizon's reliance on two core competencies to push itself forward. Qwest also now relies on two core competencies, though until a few days ago both were fading into the sunset. Now, with Qwest at least paying halfway attention to their internet business, they've got a leg to stand on that's pointed into the future. AT&T's efforts are merely to stay relevant, rather than to lead the pack... |
openbox9
join:2004-01-26
Alexandria, VA
kudos:2 | Decent thought, but I wouldn't buy Q based on the small potential of a takeover by VZ. said by iansltx:Qwest also now relies on two core competencies Q has relied on its only two competencies for quite some time.said by FloridaBoy:AT&T's efforts are merely to stay relevant, rather than to lead the pack... I'd suggest that Q's efforts are the same as T's  |
iansltx
join:2007-02-19
Golden, CO
kudos:2 Reviews:
·Comcast
| I'm not buying anyone's stock right now...not enough disposable income
On Qwest's side, their VDSL2 service is competitive with anything cable can push out right now, as long as you're close enough to the DSLAM. AT&T U-Verse, for all its strong points, tops out at 18 Mbps down and 1.5 Mbps up. DOCSIS 1.1 can do that, let alone DOCSIS 3.0. |
