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The Spectrum Divide: How T-Mobile's UScellular Deal Deepens Telecom Oligopoly
The Spectrum Divide: How T-Mobile's UScellular Deal Deepens Telecom Oligopoly—and Who Might Profit from It
It acknowledged that UScellular's localized services, such as its “Heartland Families” pricing plans, risked being phased out, potentially harming rural consumers. The chart reveals a stark trend: T-Mobile's stock has surged as it executed aggressive M&A strategies (e.g., the Sprint merger), while Verizon and AT&T have seen more muted growth. For investors, the key is to balance exposure to the Big 3's near-term growth with bets on players positioned to capitalize on regulatory pushback or technological disruption.
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