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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 14.17+1.6%Jan 23 9:30 AM EST

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To: Jules Shear who wrote (2855)6/6/2000 10:20:00 AM
From: MrGreenJeans  Read Replies (2) of 3175
 
Arcor/Infostrada

You could very well be correct that both fixed wirelines may be sold. On the other hand, these two wirelines are relatively fast growing and Vodafone could see them as supplementing their internet strategy.

The Verizon Ipo is being done in part so there is money to buy spectrum when the US auctions start in the fall as well as to upgrade the network.

I have confidence that whatever Vodafone decides upon they will most probably be making the right move. Remember they have been valuing these types of assets for the past twelve years quietly and quite successfully.
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