Vodafone-Airtouch (NYSE: VOD) Message Board

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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)

VOD 12.18

+2.9%

10:23 AM EST

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To: Nilda Ovalles who wrote (882)	3/17/1998 2:29:00 PM
From: John Nail	Read Replies (2) of 3175

I think you are correct. ATI is a much more attractive investments as an independent company. The Conventional Wisdom is that ATI needs a larger company with more offerings than what ATI currently provides. This is the one-stop shopping for voice, data, wireless theory. I see that world a long way away. Sure, business customers may want some convenience, but they really want low prices. The phone companies have no interest in simplyfying things because they make too much money making complicated. If you want to see what happens when things get simple just look at copper wire long distance, brutal price wars. If mergers are hot in a particular industry it takes a brave man or woman to buck the trend. ATI's chairman fired a good salvo by stating that buying ATI is not going to be cheap. To me, that means they will not do a deal like 360 and have their stock drop 15% the next day. Right now, the company is valued at 35-36 billion and then add the premium of 5 or 10 a share. If ATI demands an all-cash buyout, who has that kind of money?

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