The loyalty of a subscriber is driven by price. But all the service providers are going to have to buy equipment,

The company has to work extremely hard to repair relationships,

This is a leveraged buyout play. The investors' goal was to milk the thing, lever the baby up and take it public so they can focus on their next deal.

I like it. I like it a lot,

Incrementally, the Bells may never get the return on invested capital. It's expensive. But it's also preventing customer loss. They have to do it to stay competitive or they'll shrivel down.

I'm not being overly critical but it could be smarter for Comcast to focus on the fragmented pieces in the (cable) industry, like Charter Communications, RCN and the smaller mom-and-pop type names, ... It may prove to be too much too soon if Roberts tries to run both cable and media businesses.

ARPU is consistently coming down in the industry and it's partially because there's more and more focus on pre-paid customers, which pay less,

The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into AT&T.

The Bells need IPTV. They are losing subscribers to cable. It's extremely important for them to trump the offerings of the cable guys and the only way to do that is through video.

It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.