So Alltel has been purchased by Verizon. Let’s put forth a domino-effect scenario. All in my head, but fun to think about, or not fun, as the case may be…

  1. Verizon has to divest a lot of territory from their purchase of Alltel, to keep areas competitive. Some of these areas will go to U.S. Cellular, the U.S.’s last regional carrier. Others will go to AT&T. People in AT&T areas will have to get new phones, or Verizon will try to lure them away to their own system. End result: no new carriers, though the nation’s last regional gets stronger.
  2. Verizon isn’t going to improve GSM roaming coverage, something that Alltel did as a big roaming carrier for everyone else. This will force AT&T to build out, or buy out, territories where Alltel had been giving service. Particularly the divested areas.
  3. No more big roaming carriers, and very little, if any, EvDO roaming for Sprint outside of Verion. Which means that, come a few years hence, when roaming contracts expire, Verizon and AT&T will turn the screws on anyone wanting to have coverage outside their own network. Roaming rates may double or more, forcing Sprint and T-Mobile to cap roaming minutes at a much lower amount, rending their “national” plans network only, like we had four or five years ago. AT&T and Verizon will have large enough networks to make sweetheart deals with local companies where such deals are needed, so they’ll keep roaming-charges-included nationwide plans.
  4. Sensing danger n the air, Sprint, grasping at roaming straws, buys U.S. Cellular. the added customer base is more rural than average, but keeps Sprint from dying of roaming charges to Verizon and AT&T.
  5. CricKet and MetroPCS merge, maybe taking several smaller unlimited-access companies with them.
  6. Endgame: Verizon is the biggest carrier, followed closely by AT&T. Sprint will play a more and more distant third fiddle, and T-Mobile will start losing customers as their network slowly loses roaming to Verizon and AT&T’s takeovers. The fifth carrier will then be MetroPCS/CricKet. Everyone else? Inconsequential.
  7. Qwest will be bought by Verizon or AT&T, most likely Verizon. The one good thing to come of all this: FiOS in densely populated aras. Qwest’s ADSL2+ network will be maintained in more rural areas by Verizon, though non-ADSL2+ markets currently won’t get any upgrades beyond 7 Mbit DSL if your loop is short enough.
  8. Windstream merges with/buys Frontier Communications and integrates their network, much to the delight of all Frontier customers, who were going to see a 5 GB monthly cap on service. The new conglomerate may then merge with Embarq/CenturyTel to create a new third-largest-telco, more rural in nature than ever before, but with decent speeds and customer service. This new outfit may pick up assets from Verizon’s purchase of Qwest.
  9. Charter Communications and BroadStripe will fail, and be bought up by Comcast and Time Warner, same as Adelphia. The two cable giants will sell unprofitable areas to Suddenlink, who still won’t know how to provide decent service to most of its customers. The most unprofitable customers will be sold to JetBroadband, where service stinks even worse. There will be a few independent cable companies (Insight, Cablevision, maybe Northland Cable TV, yech) but most people will be served by Comcast, who will increasingly roll out DOCSIS 3, and Time Warner, who will roll out the tech in a slower fashion, with caps anywhere they can put them. Comcast will have higher caps (250GB+) but will have more and more congestion problems, causing quality of service issues for anything but their own TV and voice content.
  10. Co Communications will stick around. Acquisition target? Maybe, but not before they build out first a CDMA, than an LTE network. Who knows, your phone miht be roaming on Cox before too long…
  11. Clear expands their network to as many places as possible. Sprint becomes more and more an MVNO (Mobile Virtual Network Operator) for Clear, selling CDMA/WiMAX dual-mode phones to compete on performance with AT&T and Verizon 3G.
  12. AT&T and Verizon finally roll out LTE, but not before WiMAX gets another revision, making sure it stays in the race. Especially since all small network operators will use WiMAX for high speed data outside of where the big boys will put cable, copper and fiber. Though Verizon may bring “WiFiOS” to a lot of places, via the 700 MHz spectrum.
  13. Verizon and AT&T will ditch landline communications altogether, packing features into VoIP and cellular options. Cheaper and more profitable for them that way Quadruple-play, which Sprint will have a hard time offering (Clear will be working directly with cable companies) will be the name of the game; $125-per-month will be the price point for a basic cellular, home phone, internet and TV plan from Verizn and AT&T.
  14. AT&T will finally have to upgrade its U-Verse network to fiber. Verizon will laugh its head off in the process, as AT&T starts losing more money than Verizon, who has overbuilt in strategic places.

kay, I’m done speculating. What do y’all think?