AT&T Message Board - Msg: 32061613

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Technology Stocks : AT&T

T 24.35

+1.2%

Dec 17 3:59 PM EST

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To: JakeStraw who wrote (4210)	3/8/2019 3:46:43 PM
From: robert b furman	of 4298

I think there will still be some skinny packages for less money. News,sports and then apps by which you can watch HBO for a program or a package like NFL or Game of Thrones by a season. When the telco's get to know what you watch, they'll be able to use artficial intelligence to stream along with the desired programs very targeted advertising. So I like to watch outdoors hunting shows and the crossbow manufacturers or ammunition companies will be advertising along with the ordered shows. They will be giving Face Book and AWS Amazon competition. Interesting new business model that is very dynamic. Not only do the customers pay you for the telephone service, but the telco's can then charge advertisers for their data analytics - which has much higher margins than the regulated telco's receive. Facebook gets their data for free. T and VZN will get paid to provide communication services and collect the data that advertisers will pay big bucks for as it is so targeted. I have taken a large position in T. I think in a couple of years - they will be blowing away their numbers as this gets legs. In between they're paying me almost 7% to wait. What's not to like? Here's their acquisition and beginnings of XANDR: adexchanger.com Who would ever think AT&T would become a cloud hi tech company? What a sleeper! Bob

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