Originally Posted by
MUSCLE13
I think you don't understand what a MVNO is. When Comcast, TWC, Brightwater and Cox sold their wireless spectrum to Verizon in 2012 they picked up a perpetual right to purchase Verizon phone and data services wholesale and resell it to consumers. Comcast not only has this MVNO (mobile virtual network operator) deal with Verizon but it also has it with Sprint. Combine that with dual SSID Wifo routers distributed to the Comcast homes and businesses (8.6 million hotspots so far) and you have the makings of a WiFi First phone offering. They are not there yet. Liberty Global already has MVNOs in Europe already operating.
Personally I think this puts the mobile telecom operators in a very very bad position. Cable is about to hit mobile hard in the US too. My guess is 2016, when Malone completes his TWC deal.
My hope is Cable doesn't but any wireless telecom company until they have destroyed them with MVNO's and wifi. Then buy the scraps. Moffett said virtually the same thing at the INTX conference.