In the competitive era, firm strategies are diverging, compared to the monopoly era, where virtually every telecom service provider had fundamentally the same strategies, customers and services.
Vodafone, for example, is banking on emerging market subscription growth, while AT&T is banking on a move into applications and content, plus some geographic expansion in South America.
Over the intermediate term (a decade), either should work. Beyond that, perhaps nobody can hazard a guess.
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