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Technology Stocks : Vodafone-Airtouch (NYSE: VOD) -- Ignore unavailable to you. Want to Upgrade?

To: MrGreenJeans who wrote (2874)	6/22/2000 7:47:00 AM
From: MrGreenJeans	Respond to of 3175

Vizzavi UK portal to open June 30 -Vodafone LONDON, June 22 (Reuters) - The Vizzavi Internet joint venture between Vodafone and Vivendi will launch the British version of its portal on June 30 or July 1, a Vodafone spokeswoman said on Thursday. Vizzavi, which launched its website in France on Monday, plans to make its portal the default gateway to the Internet on Vodafone Airtouch Plc's mobile phones and Vivendi's television stations. France's Vivendi wants to use the portal to distribute Seagram's (Toronto:VO.TO - news) (NYSE:VO - news) entertainment content following the $29.2 billion takeover of the Canadian company announced on Tuesday. Vizzavi has previously said only that it will launch in the UK in the summer, but a Vodafone spokeswoman confirmed to Reuters that the date would be June 30 or July 1. Vizzavi, a 50/50 joint venture, plans to move into Germany and Italy later this year.

To: MrGreenJeans who wrote (2874)	6/23/2000 3:06:00 PM
From: Jules Shear	Read Replies (2) \| Respond to of 3175

Sad to see us getting beat-up again. Just no positive news to move higher and five primary things affecting it in the short-term. 1) Lingering concerns about 3G profitability/costs/etc. 2) Dilution from pursuing SNRA. They lose if they get SNRA b/c of cost and dilution and lose if they don't b/c of competitive fears from FT/Orange, KPN, etc. picking it up. 3) Concerns about WCOM/Sprint merger regulators although to me it should be a good thing rather than bad 4) General concerns about market/interest rates/etc. and impact to VOD's future earnings 5) Speculation about Asian operators expansion role in UK and other VOD's backyard properties VOD reminds me of ATI when ATI seemed to be stuck in the high 20's and low 30's for what seemed like a eternity (really only about 2 years) despite acquiring new licenses, exceeding analyst estimates, and doing all the "right" things with all investment banks putting buy/strong buy on the stock. ATI just could'nt get the street to see its value. Obviously, they did eventually in a huge way but the frustration we are experiencing now is very similar. Great company, management, strategy, and now balance sheet looking better. Unfortunately, given recent woes we could test 30's again if we don't get any positive news. Thus, normally I would add at these levels but people are looking at reasons to sell vs. buy now.