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

To: Grantcw who wrote (22711)	12/4/2005 1:27:42 PM
From: E_K_S	Respond to of 78758

Hi Chilly - You make some very good points. The rumored partnership with Sprint is for COMCAST to deliver WI-MAX & Wi-FI services that integrate with a seamless VOIP service. The gaps in the service coverage would be filled w/ cellular provided by Sprint. It's hard to find a pure play let alone a value proposition in this sector. Perhaps there are some hidden assets in the owned spectrum that WI-Max requires. I believe Sprint & Verizon has secured the needed frequencies to build such a national wireless system. Sprint, Comcast: 'Quadruple Play' thestreet.com From the article:"...The companies will work to develop converged next generation products for consumers that combine the best of cable's core products and interactive features with the vast potential of wireless technology to deliver services anywhere, anytime....". The value proposition may be in owning the company with the best "pure" Free Flow Cash Flow, hidden assets (patents, licenses and/or franchises) and overall growth potential. Two of my better "Value" purchases in the telecommunication sector are NOK (Nokia) and GLW (Corning). Both companies have rebounded significantly from their recent lows. I loaded up on NOK last year at around $12 and have a price target of $22. What is interesting is that the CEO said that their next killer application will be the mobile phone that delivers TV. So maybe the real play is with the content producers. Disney comes to mind. redherring.com Comcast, Sprint Alliance Seen - World’s largest cable operator seeks to repair chink in its armor with Sprint wireless deal. From the article:"...In an MVNO, a company like Comcast can offer wireless service carrying their own brand, relying on the network provided by a wireless carrier. Sprint announced an MVNO with Disney just last Wednesday (see Disney Plans Cellular Service)....". I believe Paul Senior has discussed DIS and they may indeed be the best value play at this time. I continue to watch all of these companies and if a significant buying opportunity presents it's self, then I will add shares to my current positions. EKS