Vodafone-Airtouch (NYSE: VOD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vodafone-Airtouch (NYSE: VOD)

VOD 15.25

+2.2%

Feb 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Wiggins who wrote (2034)	10/24/1999 3:51:00 PM
From: MrGreenJeans	Read Replies (2) of 3175

Dave IMHO now is not the time for this move - may not happen at all. Too much risk. I also think Mannesman overpaid for Orange and will suffer as a result. If we are lucky, this will open a door in the future, if not,it's probably better to move on at this point. Dave sooner or later within the next few months something is going to happen. The article I posted before this post from the Sunday Times of London seems to summarize the choices: buy Mannesmann pass Orange off to France Telecom, wait until next year when the 5% restriction expires, wait until the price of Mannesman falls and I will add one more if the Vod-Ati bid should fail attempt to bid for Telecom Itaila Mobile. Why is Mannesmann such a hot property? It would give Vod-Ati controlling and majority positions in two of the most rapid and someday perhaps most profitable mobile phone countries in the world Germany and Italy-look at the subscription rates they are extremely high; the potential in these countries is huge. Vod-Ati knows this and it is why they do not want Mannesmann to get away. I trust that if the risk of purchasing Mannesmann was high Vod-Ati would pass. Vodafone management is excellent and Ati management is excellent and if this management team decides to go ahead and bid for Mannesmann I for one trust them. This cellular management team is second to none. Both of these companies have not made any missteps since both companies became public. They have my trust and the trust of other investors as confirmed in the stock price. If a Mannesmann purchase fails and if they do not bigger by perhaps purchasing Telecom Itailia I for one would not mind a buyout from let's say an MCI Worldcom. At the right price any stock in for sale in my portfolio. No matter what transpires Vod-Ati is a great franchise making us all wealthy.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next