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Technology Stocks : AT&T
T 24.46+0.5%10:58 AM EST

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To: Sr K who wrote (4213)4/25/2019 8:44:35 AM
From: robert b furman   of 4298
 
Hi Sr K,

I thought listening to the webcast a strong sense of everything is working just fine and even a little bit better.

They are close to bumping up guidance and that ,if done, would boost the stocks price.

XANDR continues its growth - this will be a long term boost. Growth at 26% and margin at 62% is more goog like vs a stodgy old telco.

When 5 G is in every plant and autonomous vehicles, T will know who is buying what on every day. I think advertisers will go to T and XANDR will provide competition to FB and AMZN for targeted advertising.

Fast growth with high margins will surprise most, as this growth begins to add to the earnings of this oft overlooked TELCO. Randall Stephenson is a very under rated first class CEO imo.

Bob
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