I was recently at an event where an AT&T VP was speaking. During the Q&A he was asked about how they looked at Comcast as a threat. His response was that Comcast was absolutely not a threat because Comcast does not have a wireless network.
AT&T is a wireless company - i keep expecting them to spin the wireline stuff into a "waiting to die while milking the cash" company.
Maybe they'll sell all their wireline assets to CenturyLink somewhere around 2015. If CenLink doesn't buy Sprint first anyway.
If they do buy Sprint then AT&T will backpedal since they will be competing with CL+Sprint and VZ+VZW on the grand stage of things. But if the spinoff does happen then it'll be similar to what Sprint did with the whole Embarq spinoff. Interesting to watch...
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