OT - Telecoms - After holding onto ATT and Verizon for quite a number of years, I decided to put my money where my analysis was - and sell most of those stocks, believing that in an over-saturated US market, fighting for market share is not a winning game, regardless of the players. And since then......those stocks have come back to life, and rather quickly. Yes, I know they're hoarding capex while trying to jam more people on existing bandwidth, but I didn't think that was a long term plan. And I know they're desperately trying to find new streams of revenue (ATT overpaying for Direct TV, over-reaching for Time-Warner; VZ buying Yahoo (that's a good idea? really?) Thought I must be an analytic dope and then it hit me - without net neutrality imagine you try to sign on to MarkeTrap and you get a message from your internet provider: "To access the bandwidth for this site, you must pay a $2 fee that will give you access for the next 7 days. Clicking through to marketrap.com will automatically add that fee to your monthly bill."  An exaggeration, but a brilliant idea.  Makes VG's micro-transaction schemes seem paltry. I mean, you have to pay fees to watch college football on cable, no?  'Watching', in whatever form, should be reimbursed to the provider, even if the provider is not a provider of content, but a provider of bandwidth.