Think structural separation
If telcos are having trouble attracting investment from capital markets because no one's sure they'll do well in the long run, structural separation may make sense — even to them. Just a few regulatory shifts and some bravery stand between us and a more competitive and choice-filled world of communications. And with separation and competition may come economic growth as well.
Nice pointer from EuroTelcoblog in this direction — thanks to James Enck and his reportage.
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