Henry Yen writes:

 > Do you think your analysis will change now that AOL and Yahoo! are
 > now both part of Verizon?

I really don't know.  It depends on whether Verizon management is
willing to leave well enough alone.  Email abuse is a very hard
problem, so if they try to make big changes, they're likely to cause
problems.  But I suspect they'll be happy enough with their new market
power for a while, and email is not a cash cow for anybody but maybe
Google any more.

Steve

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