let's ask craig moffett, founder and senior analyst of moffett, nathanson and craig.o have you on let's put t-mobile aside i kind of feel like that's almost a meme stock. they got their own thing going on everything else is down. i feel like we're in an -- i'm watching russell crowe in "gladiator" at the end because they both die. >> that, in fact, is exactly what the convergence apocalypse thesis is. to be fair, i want to be clear i actually think the convergence apocalypse thesis is not exactly right. in some ways it's a bit of a straw man to say it's clearly where consensus is which is to say there's no winners here, other than consumers perhaps certainly a deflationary industry in the context of a lot of inflation i actually think there are some winners here, and there are some companies that are better positioned than others as we get this competition between cable entering the wireless business and wireless operators increasingly offering broadband service. >> that sounds really bad. i mean, it's like if burger king, mcdonald's, wendy's, and you know, yum brands