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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 13.53+0.4%1:38 PM EST
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To: MrGreenJeans who wrote (2874)6/23/2000 3:06:00 PM
From: Jules Shear  Read Replies (2) of 3175
 
Sad to see us getting beat-up again. Just no positive news to move higher and five primary things affecting it in the short-term.

1) Lingering concerns about 3G profitability/costs/etc.
2) Dilution from pursuing SNRA. They lose if they get SNRA b/c of cost and dilution and lose if they don't b/c of competitive fears from FT/Orange, KPN, etc. picking it up.
3) Concerns about WCOM/Sprint merger regulators although to me it should be a good thing rather than bad
4) General concerns about market/interest rates/etc. and impact to VOD's future earnings
5) Speculation about Asian operators expansion role in UK and other VOD's backyard properties

VOD reminds me of ATI when ATI seemed to be stuck in the high 20's and low 30's for what seemed like a eternity (really only about 2 years) despite acquiring new licenses, exceeding analyst estimates, and doing all the "right" things with all investment banks putting buy/strong buy on the stock. ATI just could'nt get the street to see its value. Obviously, they did eventually in a huge way but the frustration we are experiencing now is very similar.

Great company, management, strategy, and now balance sheet looking better. Unfortunately, given recent woes we could test 30's again if we don't get any positive news. Thus, normally I would add at these levels but people are looking at reasons to sell vs. buy now.
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