If Nextel gets the spectrum currently claimed by bankrupt NextWave, then there goes a big potential piece of the footprint filler out the door. They're continuing now, and I believe they are driven by carriers' wanting to provide the consumer with a full bundle of services. I think players will have to offer a full line of products and services. The bundled strategy makes sense especially for that high-value consumer, but not necessarily for every consumer. The panel goes on to offer recommendations about which sector stocks are most likely to reward investors.
Readers can also look at the rural cellular operators.
They are attractive because they are seeing the strong growth of the U.S. market but without the rising levels of competition. PageNet is going through a restructuring, which has been extremely frustrating, because it has been a long time in coming. Additionally, the restructuring has not generated what people would have expected it to by this time. However, when you look at a company that has almost 10 million customers, in addition to there being value in the network, there should be value in having that size of a customer base. A review of management performance at 14 Wireless firms asked market insiders about the ability of management teams to create shareholder value.