Eric speaks with BTIG TMT analyst Walt Piecyk about Charter's results, whether it will be bought by Verizon, what Verizon is doing with its new Unlimited plan, if Sprint and T-Mobile will merge, how AT&T is posiitoned, what smaller players might be bought on the path to 5G, as well as how Apple is positioned going into the roll-out of iPhone 8 later this year.