People are looking to take their on-line experience and make it mobile. All of the major operators have invested a lot in providing more services and you'll start to see more revenues generated from those services.
More Quotes from John Bartlett:
I'm not surprised. There's a lot of consolidation going on within the industry, and the promise of a new set of services, it will be interesting to see how this all plays out.John Bartlett
You've got earnings growth visibility that's stronger than the market. MA is a tailwind.
John Bartlett
In a market like this, with the current valuations ... any kind of hint of poor news is going to send the stock tumbling.
John Bartlett
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