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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 13.10+0.3%9:30 AM EST
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To: Jules Shear who wrote (3106)3/11/2001 7:29:16 PM
From: Paul Smith  Read Replies (1) of 3175
 
You listed several scale/scope arguments but really,....isn't VOD already so big that it is already getting the lowest possible handset and equipment prices from vendors? Which vendors are holding out because they don't think VOD has enough business to justify a lower bid? As for consistent experience for customers, the number of customers roaming between Europe and the U.S. is not large and not worth billions of dollars.

Justifying the valuation - interesting concept. Maybe it can not be justified and should be lower.
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