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Technology Stocks : AT&T
T 26.83+1.9%3:59 PM EST
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To: DGENTIL who wrote (283)4/9/1997 12:02:00 AM
From: Jack L. Dlugach   of 4298
 
Correct and very good analysis. That's always a problem with
these corporations: they get so big that they become complacent.

Someone mentioned that he though the LD's would be the winners over
the Bells because the Bells are not used to operating in a competitive
environment.

Point of fact: You can look back the the Ma Bell breakup and see
that T isn't used to it either because it's not been very good at
it so far: lost around 50% of the LD business and that's still
falling, messed up one division after another (most notably NCR),
took so many multi-billion dollar "reorg" charges that an investor
can't really get a true picture of T's intrinsic worth.

Still, now that T is a stand-alone telco, that should give the
current management an easier platform on which to focus. Certainly
T has many valuable properties and its brand awareness and consistentcy of excellent service are very important.

For the short term, though, I still don't like T...not until I see
them compete more effectively and efficiently. That's why I keep
saying I like SBC: that one is generally considered to be the most
efficiently run of all the biggies. Now that they've merged with
PAC, though, will they suffer the same bumbling bureaucracy that
has crippled T in the past? Anybody's question!
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