| Trouble on the Verizon Horizon? Now that VZ has slowed down the build-out, they are starting to get a bead on where terminal penetration is likely to be for them and it's not where their business model had it in order to justify the investment. The building out was giving them a constant stream of low hanging fruit. Watch the next several quarters as their subscriber net gain numbers slow. And their stock will probably get pounded for it. (Full disclosure - I hold VZ stock and am not short on it in any way nor do I plan to sell any of it any time soon). |
