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 15.72

+3.1%

Feb 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: hl who wrote (2104)	11/17/1999 4:07:00 PM
From: Brad Patton	Read Replies (1) of 3175

Kai, Thanks for your comments about the German system. I think I would be more worried as a Mannesmann shareholder than a Vodafone one. Here is how I see the some of the scenarios (and the affect on short-term stock prices): 1. Vodafone drops the bid: Mannesmann shares lose most of their recent 40% run-up (because its been on takeover speculation and because they are overpaying for Orange). Vodafone regains some of its recent arbitrage loses. 2. Vodafone ups the bid; Mannesmann fights it Vodafone shares sag in arbitrage play while Mannesmann shares stay somewhere between the recent lows and bid price. 3. Vodafone ups the bid; Mannesmann accepts I believe this is the best case scenario. I trust VOD management to not overpay to dearly and while the short-term price may sag long-term its for the best. Mannesmann shareholders get their premium. This is just my idle speculation. I am confident in VOD to find other deals if this one falls though. Mannesmann has locked up their options for a while with the high price for Orange.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next