Here is the scoop on telecomm going forward. Limited spectrum. Technology using wireless continues to explode. From someone in the industry I was told at one point the networks were up to 4 years behind the capacity demands as everyone moved to smart phones. Now tons of homes and businesses are going to free wifi which took the load off the build out and eased capacity constraints. As wifi coverage increases then you will want to be in a BUNDLED provider position in the market because it is essentially a hedge on the direction of telecom should much of the country move towards VoIP instead of wireless(cell) communication. Purely a hedge play. Getting the picture?