Vodafone-Airtouch (NYSE: VOD) Message Board

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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)

VOD 12.21

-0.9%

Nov 17 3:59 PM EST

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To: Maven who wrote (1286)	10/7/1998 9:52:00 PM
From: MrGreenJeans	Read Replies (1) of 3175

Let's Revisit Vod-Ati The meetings between VOD and Airtouch were characterized as preliminary talks only. Reports in the UK journals indicated that there was no meeting-of-the-minds, and the discussions never got to the matter of money or stock exchange ratios. 1. Vod and Airtouch met-This indicates to me that both were willing to merge all or part of their operations if the price was right. It indicates to me that both companies thought it would be a great pairing with much potential. 2. The fact that each were willing to talk also indicates that their was a meeting of the minds but the amounts being offered were not satisfactory. If Vod was willing to buy Ati they probably underbid for it. Vod management is very astute and has barely made a misstep in the past ten years. Vod was most probably trying to buy Ati more cheaply but could not at the time pull it off. 3. You can be sure they talked money and stock ratios otherwise why meet at all. 4. Please keep in mind that Vod can make a hostile bid for Ati or vice versa at some point and I would not rule it out. 5. I would also suggest they both parties are not sitting around. There is much consolidation going on in the industry and Vod and Ati were willing to talk about being partners. At this point in time they can choose their partners, and by talking they were choosing each other, if they wait around there is no doubt Att, Bell Atlantic, Cable and Wireless or some other conglomerate will devour either or both of them up. I believe they realize they are both better off pairing up with each other forming THE wireless company in the world rather than being a smaller part of a huge organization where their potential would be squashed. 6. Further, they will not wait each other out. Waiting each other out just increases the odds that they will be bought out by others. I still believe a deal is near. 7. Both companies have not gotten where they are today by being passive. These are aggressive companies with top-notch managments that know better than anyone a combination would be in their best interests. 8. A merger would create a 63? billion dollar company-someone else can do the math-A company that would be harder to take over and a force to be reckoned with.

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