RE:GogecoDogsbreakfast4U wrote: Another factor explaining the dismal performance of BCE is the fear that Cogeco will begin to compete in mobility services. Just yesterday it announced that it was now providing this service in a number of US states with a unnamed partner. In Canada Cogeco does business mainly in Quebec and parts of Ontario. If they decide to launch mobility services in those provinces that would hurt Bell and Videotron the most.
Let's look at the relative size of the two companies. Even after the massive haircut, BCE @ $46 is more than 80 TIMES the size of CGO.
Even with the leg-up from CRTC and their unnamed US partners, who do you think will win a price war in cellular?