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mobbo

join:2005-04-13
Denton, TX

reply to fAcEtIOUs

Re: Without investors money to expand evapoporates

I agree that investors are needed for expansion (I invest quite heavily myself) but AT&T is not finding that balance Verizon has found with pleasing customers and investors. While lots of investors thought Verizon's FiOS venture was crazy, it really has been a great payoff and I, as a Verizon investor, feel much more comfortable with my VZ stock than my AT&T stock. It's not opinion... it's fact. AT&T's network is a big problem, and you better believe that when the iphone deal loses exclusivity, their numbers (both customer #'s and $$$) will plummet. As that contract expiration nears, I will be selling my AT&T stock. It's been a fun ride, but since they decided against increasing capex and "future-proofing" their network, I just don't see them recovering very fast from the loss of iphone exclusivity.

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