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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 15.11+3.4%3:59 PM EST

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To: MrGreenJeans who wrote (2059)11/12/1999 12:06:00 PM
From: David Wiggins  Read Replies (1) of 3175
 
Right now, Vodafone should buy Loral not Mannesman. With Loral, they would get broadband for data and controlling interest of Globalstar. They could sell off the manufacturing arm if they so desired. They could then get Globalstar minutes at 8 cents thus giving themselves a tremendous opportunity to leverage worldwide system for their profit. Loral is a bargain now, Mannesman is the opposite. Later on, they could come back and get Mannesman when the valuations have returned to normal.

Regards, Dave
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