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In a discussion about Verizon and Charter, David shares insights from John Ledger regarding the telecom industry. The conversation touches on the potential of T-Mobile's internet service and recent news reports about preliminary talks in the market. The idea of acquiring cheaper stock is mentioned as positive news amid an overall downturn. David notes Verizon's disappointing earnings results, highlighting that missing expectations significantly affects their standing as a major wireless company. Despite the challenges, Verizon continues to communicate its strategies and plans moving forward, suggesting a focus on navigating the current market landscape.