We believe that both BellSouth and Qwest will move ahead with their own terrestrial video strategy in 2006. We believe that recent comments by the CEOs of BellSouth and Qwest support our view and suggest a more favorable outlook towards facilities-based video.
The mergers are going to impact everyone who depends on the Bells. When it comes to marketing and buying equipment, the Bells are going to get better deals.
Old AT&T results showed strength where it matters in business revenue improvement.
The fact they're even suggesting they can turn business around is impressive.
