Momentum toward U.S. telecom deregulation in recent weeks has bec...
Momentum toward U.S. telecom deregulation in recent weeks has become unstoppable, according to policy and investment analysts Precursor Group, but stock market hasn’t yet factored sea change into prices. “In a troubled sector… deregulation remains one of the few…
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positive telecom investment themes with legs,” Precursor CEO Scott Cleland told clients. He cited FCC’s lifting of wireless spectrum caps and deregulatory policy statements by Bush Administration and FCC Chmn. Powell -- all within last month. Playing out within 2-3 years, trend will encourage broadband infrastructure and benefit facilities-based providers against long-distance companies and local resellers, Cleland wrote.