It appears we were right when we said that customer service counted. We talked with Earthlink founder Sky Dayton and realized the management team at Earthlink was much stronger than Wall Street knew, that the sheer talent there would make something happen. We're not going to get into publicly saying where the opportunity lies. Someday maybe everything will be sold this way. Let the market decide.
Trouble is, the cable firms have lousy reputations with consumers.
After being milked for every new channel for 25 years, consumers are fed up with TCI, Time Warner, Cox, and Comcast. Customer service is king. If they get that up front then watch out. And no, we're not recommending any stocks here. See the disclaimer.