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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Wallace Rivers who wrote (21326)5/17/2005 3:55:08 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78467
 
Correction on prior post - SYMC merger is with Veritas (VRTS) not Vitesse (VTSS).



To: Wallace Rivers who wrote (21326)7/24/2005 3:56:43 PM
From: Paul Senior  Respond to of 78467
 
Wallace Rivers, I2. I'm considering VZ and SBC which you've mentioned here previously. Very complex and hard to scope how technology will affect their business models. On some historical measures, these stocks look pretty reasonable now though. Going forward, prospects could be very iffy.

Anybody here with an opinion on either of these companies?

These two dull giant stocks seem to be ones that would have no pizazz for investors. And generate disdain at any cocktail conversation about stocks (unless maybe the cocktail party was attended by employees of the companies -g-).

I believe for me, if I bite, I'll go for both and assume that maybe one or the other might do okay, and the one that does okay will outweigh the one that might not. OTOH, maybe both may do poorly - low price, high dividend indicates market opinion is "avoid". (Which of course is why value buyers might now be interested)

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