With the mobile wars elevating from regional to national to galactic, it's just a matter of time before one of the warmongers (Apple, Amazon, Google, Microsoft) takes over one of the wireless carriers. It just makes too much sense (cents) long term.

Here's what Brett Arends wrote today:

... Verizon Wireless (jointly owned by Verizon Communications and Vodafone Group) supposedly "missed out" on the iPhone and the iPad, but it, too, will benefit. Too much traffic on one network will drive customers to switch to the others. The cellular stocks are not expensive based on traditional measures. (Verizon has a 6.3% dividend yield.)

One analyst who covers Apple told me privately that the one worry that kept him up at nights was that sooner or later the networks were going to start raising their prices for data traffic, especially for the iPhone. They should. They control the bandwidth, which is the scarce resource in the supply chain. If they don't make it pay, it will be their own fault.

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