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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (40660)	12/17/2010 2:27:12 AM
From: Spekulatius	Read Replies (1) of 78667

re MA, V - >>how low do you think it can go?<< If this comes to pass, maybe 50% lower. A ~90% haircut of revenues in the main growth business is very material. I do think that this proposal is very draconian but I think something material is going to stock. MA and V have been overplaying the power of their oligopoly too much to juixce earnings - instead of passing on some of the cost savings due to technology evolution, which enables cheaper transactions, to their customers, they raised prices instead. I think they overdone it and there is a significant chance that they are facing substantial pushback.

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