[bob1029]

I am strongly on board with the subsidy theory. This wouldn't be the first time.

Looking at what this is doing to the stock price of AT&T adds another potential item to your list:

Hedge funds pushing well-timed narratives to their benefit.

[jmort253]

I've often thought the same thing about someone pushing this information out there simply to push the stock prices down. I'm wondering if it all will eventually blow over and if it's a good time to invest in AT&T and Verizon...

[bob1029]

Check out some historical perspective:

https://en.wikipedia.org/wiki/Breakup_of_the_Bell_System

The post-breakup structure diagram is all I needed to see.

50/50 $T/$VZ long. Ez mode.