Hard Landing?, California Crisis, and Ready for Recovery 9/9/22
The Exchange
00:00
Cable, Broadband, Wireless - The Convergence Apocalypse Thesis
i actually think the convergence apocalypse thesis is not exactly right. There are some companies that are better positioned than others as we get this competition between cable entering the wireless business and wireless operators increasingly offering broad ban service. I mean, it's like if burger king, macdonalds, wendys and, you know, yum brands just all drove each other out of business. It's a deflationary industry in the context of a lot of inflation.
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