The biggest threat to mobile-service providers isn't the Internet, but overcapacity and low-margin customers. One expert says consolidation would help. Operators have the customer base, the billing relationships, and the customer behavioral data, while Internet companies have the freedom to introduce new mobile services and applications.
http://www.toptechnews.com/news/Mobile-Operators--Too-Many-To-Profit/story.xhtml?story_id=010000R4UFKY
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