Saturday, August 27, 2011

Odds of AT&T Getting Regulatory Clearance to Buy T-Mobile USA Now 50-50?

Analyst sentiment that the AT&T purchase of T-Mobile USA will win regulatory clearance have dropped, at least among 32 analysts polled by Stifel Nicolaus & Co. analysts Rebecca Arbogast and David Kaut.

The observers rated their expectation for approval on a scale of 0-to-100 percent, and the average of their answers fell to 49.5 percent in August from 54.7 percent in July, the analysts said.

Eight of those who think approval is unlikely deepened their conviction, and six of those who expect approval expressed less certainty.

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Where is Telco "Core Competency" Going?

If you ask just about any telco executive or middle manager what their firm’s “core competency” is, the traditional answer almost always has...