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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 14.58+0.5%3:23 PM EST
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To: Chuzzlewit who wrote (2169)11/24/1999 11:26:00 PM
From: MrGreenJeans  Read Replies (1) of 3175
 
C

I do have serious doubts about the value VOD shareholders will receive.

As a shareholder, are you going to hold on to or sell your Vod shares based on these doubts?

Put another way, I fear that the expected synergies will not be sufficient to offset the dilution in ownership I will experience.

Remember that Vod management is also heavy invested in the equity themselves. The issues you are concerned with they are concerned with. I have confidence the synergies will be produced. Cellular penetration rates are still very low in most, not all, countries Vod-Ati are involved in. Further, Chris Gent seems to place shareholder value at a high premium. I would also remind you that Vod has increasingly raised their dividend over the years reflecting their strong cash flows from cellular growth.

We are in unchartered waters here. I will admit a number of outcomes both good and bad can happen but consider the following: If a merger takes place the new company will be a $225 billion dollar enterprise. That may seem large now but with a possible Att-BT combination, a prospective MCIWorldCom-Sprint combination, it may seem small in the years ahead. I suspect at some point another larger company will try to takeover Vod-Ati-Mannesmann.

Net net I see a bright future.
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