28 Quotes by Jeff Kagan

They're struggling. It doesn't look like they're going out of business, but the industry is reinventing itself and the company is trying to figure out where it fits in.

AT&T actually exited the cell phone business in its early days and had to buy its way back into wireless later. If it hadn't been broken apart, you'd never have gotten the creative juices of competition that pushed all this new technology we have today.

Everyone is jockeying for position in a rapidly changing world and industry.

It was not unexpected, but the timing was a lot sooner than anyone thought.

Their focus on bundling and broadband seems to be working since they are growing, not losing business, so far. They are losing some customers to the cable TV industry, but the numbers are still strong.

In recent years the show has outlined the coming competition with the Bells. This year is the year the competition begins.

Investing is a game with an eye on the future. People lost track of that in telecom during the last several years when the finish line might have been tomorrow or next week. This might get everyone else thinking that telecom is not doomed.

Cable companies have decided to wait until there's a threat, but when there's a threat, they're going to act. For them to not raise rates is historical.

The carriers are finding all sorts of new ways to make money.