The article was interesting because their biggest customers are the wireless carriers that are not affiliated with the ILEC (is that term getting old and I should just say ATT & Verizon?).
So T-Mobile and Sprint/Nextel are using them as place to interconnect. One to the biggest values is the way the tandem configuration works. We can make the case that Neutral Tandem is a virtualization service to reach the most of the jurisdictions.
Friends are at Neutral Tandem who use to work with me and they have gained some of the brillant people formerly at Vonage, Comcast and Nominum.
TNDM is the ticker and if you are into this kind of thing, IBD likes them as a stock. They compare them to Neustar which is interesting. The general view is that cable operators may prefer this methodology of interconnection going forward, and who knows combined with the wireless operators may find a way to cease paying the incumbents for termination.
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