Ask Michael Burke 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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (81476)	6/6/2000 10:59:00 PM
From: Spekulatius	Read Replies (1) of 132070

ATT - I do not share your opinion on T. I think T is quite a bargain with a PE of less than 20 for next year. An this is after the dilution due to the MediaOne purchase. Cash earnings are about 15% higher than that. T is definitely an example where the pieces are much more worth than the whole enchilada. The market cap after the MediaOne purchase will be about 170B$, for that you get 85% of AWE (60B$), 25% of TWX (30B$), a mature LD business (?$), the biggest cable network,programming assets, stakes in ATHM, the DATA and Internet hosting business etc. ATT certainly has problems in the eroding LD business, but as the relative Size of this business shrinks, the growth in the other parts will become apparent.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next