SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Vodafone-Airtouch (NYSE: VOD)
VOD 12.480.0%2:21 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Roy F who wrote (697)1/26/1998 10:07:00 AM
From: David Wiggins  Read Replies (2) of 3175
 
Roy, I agree with your assesment. ATI has recently approached a few analyst's "targets", but I believe these targets will be "revised upwards" if earnings turn out to be a positive surprise, which I hope will happen. Considering:
1. Earnings from foreign operations probably as good or better than last quarter given increasing subscrbership.
2. Company efforts at cost cutting keeping (according to company) margins and profits in US steady.
3. Very limited exposure to Asia

Revenue will probably be as good or better than last quarter.

Possible increased expenses related to 1) purchase of more equity in Airtel (Spain), and 2) purchase of US Cellular interests.

With a large dose of "kentucky windage" it seems that earnings could easily be over .20/share (last quarter eps was .25). Please post if you are aware of any other major issues.

Regards,

Dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext