China Mobility just lost 9M subs. Thought about this, at $200/month for a family for unlimited, who is going to be able to afford it? The competition is better and smarter, don't think anyone would disagree...and they don't have ~$200 BILLION in debt to account for plus a 6% yield.
The stock price isn't done going down imo. I think we are in for some harder times, I know, how can it get worse, right.
Something has to give here. The TV, I don't care if you reference AT&T TV, HBO, DTV, etc...they are all dead money. Without Mobility to save the day, which I think could come under major pressure, what's Randy going to do?