dwdkic, Re:VZN/ EV-DO and " I wouldn't think the market would find the EV-DO news that big a deal, at least we all knew this was inevitable."
Perhaps/ perhaps its a combination of both, but this outfit thinks VZN has started an "arms race". "We knew this was inevitable", but according to most of the "news" reporting, "we" are in the minority.
“The largest U.S. telephone company is betting faster, more advanced networks will attract greater numbers of customers and businesses that are demanding faster Internet speeds and more services in a fiercely competitive market.
"We are getting into an arms race now because if the other players don't upgrade their networks to be as fast as Verizon, Verizon will corner the market in the business data segment," Guzman & Co. analyst Patrick Comack (News) said. “