Big Cable and Mobile Are Ready to Rumble - WSJ 10/07
Wireless is clearly the future of connectivity, but here’s a question: Do today’s big wireless companies have a future? Or do they risk becoming commodity wholesalers of basic roaming service for cable operators and possibly other powerful tech brands, like Apple and Google?
Big mobile’s only realistic competitive response might be quickly to roll out 5G wireless that can compete with, and even exceed, cable in delivering high-speed access to the home. Busted open would be cabledom’s biggest strength in the coming showdown, its oligopolistic safe haven in the domestic retail market.
