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Meanwhile, Back in Telecom Land, Fissures Among Republicans on Spectrum, USF and Bead
While Wall Street has correctly focused on the tariff driven roller-coaster ride, there were developments in the last week that send advanced signals about upcoming debates involving the issues of greatest near-term importance for telecom investors: spectrum, universal service and BEAD. In this note, we describe the signs and what they mean for investors as those policy debates drive toward resolution.
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