Wcom in a NY second. (Although its a good move, T faces lots of lost business from the likes of Wcom, given its costs, legacy network, etc., in its core current business. Also, the mixture of an EBITDA and an earnings business in a single company, through tracking stocks, may be a tough sell for a while.)
However, the T investment makes ATHM heaps interesting, no? You follow ATHM, right? Its the direct play on what can happen fairly fast. (Cable modem Net connections), with T money and Armstrong vision to drive the puppy much faster than before.
The other thing is phone service through your cable connection. That's a bit further off. But I wonder if Tlab isn't a good pay on that? They're the leading supplier of equipment to do that, to my knowledge.
But my question to you is, given ATHM's all time high at the moment and big rise today, is this now all in the stock?
Await a pullback?
Regards, Doug |
