Why T-Mobile’s John Legere will continue to shake up the telecom industry

Daily commentary
I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of handset subsidies and net margins. The net benefit will accrue to customers. The question is whether a Sprint takeover ends this dynamic and what impact it will have on share prices in the space. Thoughts below - mostly outside the paywall
It ...


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