The industry has a few more shoes to drop.
We have been partnered with them for years, and the relationship gets stronger with each year.
The WorldCom case does prove you can fudge any number you want. This has spooked the market because it calls into question the credibility of EBITDA.
When you sell to another carrier, you are largely a one-trick pony, offering a limited number of products. When you sell to an end user, you have an opportunity to sell a full bundle of services, be a one-stop shop. What differentiates the winners and losers going forward will be the quality of the customer.
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