Monday, March 21, 2011

AT&T-T mobile deal - Some random thoughts

1. AT&T again becomes a monopoly in the U.S. - at least in the GSM domain.
2. While reading all the analyses about the deal, it is funny how everyone seems to have suddenly discovered the merits of T-mobile. It is like "don't speak ill of the dead."
3. I don't know if there is a precedent but what if FCC does not allow the buyout to go through. It will be real fun to watch how they resume fighting one another in the market?
4. Now this is a fairly long leap of imagination but given the coming amalgamation in service, over a period of time OS and handsets may ally such that it leaves 3 - 4 major players: Apple; Android + Samsung + HTC; Microsoft + Nokia; and RIM. It will be fun to see how giants on both sides of the fence deal with one another in the US - exclusivity? negotiation power? Exciting times ahead!

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