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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (11355)10/23/2000 2:41:41 PM
From: Jurgis Bekepuris  Read Replies (1) of 78614
 
Wallace,

T swap to WCOM. It's a question impossible to answer.
T has wireless assets, cable assets and overall asset
infra-structure that may be very valuable.
However, some of the infrastructure is old and needs
to be constantly renovated.
It is not clear where T will make money
(except of dying long-distance cash cow) and where
will it grow (business services? wireless?).
Four way division is not very exciting,
because each of divisions will have its own
share of problems. Which one
of them would you like to hold? I am also uncertain
whether separating a wireline and wireless assets is
smart.

WCOM has more modern infrastructure, profitable Internet
backbone business. However, they lack wireless assets and
may have to buy them or spin-off wireline long distance.
Both are tricky propositions.

You may want to reread Mike Burry's writeups on both
companies. His insight is pretty much on the point.

In the end, it's a gamble. Either of them may be two-three
bagger in a year, and both could hover around current
lows. Toss a coin.

Jurgis - I took the same chance by switching
from LU into TLAB.
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