Data communications carriers. I agree with you, yes Wifi alone is not enough, which is why companies like Clear/Clearwire partnered with Time Warner & Sprint: http://www.clear.com/about-us. So it's just one dot. But it's an interesting dot. Because there are literal hundreds of millions of wi-fi enable devices that can handle all kinds of communication with the right app. So we see the cable companies(with their optical fiber) partnering with upstart carriers(fiber or 4G connected wifi hubs) and more establish carries(more underground optical fiber or 4G) to make wifi ubiquitous in cities and bring more competitions to the giants like AT&T and Verizon. In NYC verizon is competing with Time Warner cable, so it won't surprise if time Time Warner get's more involved with mobile(i.e.: clear).