Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Carragher who wrote (23129)	1/15/2006 1:22:10 PM
From: muwis123	Respond to of 78750

John, thanks for the info. It's good to hear business is so strong. I will search for the Barron's article.

To: John Carragher who wrote (23129)	1/15/2006 1:28:16 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78750

VZ- i like VZ most from all the phone companies, mostly because of wireless. i was tempted to buy some, but then i read that beyond the pension shortfall, which runs in the ten's billions of $ there is also a healthcare liability, which runs at about 20B$, if memory serves right. This healthcare liability are not accounted for on the balance sheet. When I add this all up, i just see too much debt for my taste, that's why I passed. FIOS is a gutsy bet, but they need more than broadband to make it pay for itself. I see problems with bringing TV to consumers, as it's cheaper to buy content in bulk, which VZ is not able to do for quite some time. i could see a nasty tug of war with cable, internet calling, satellite, phone companies, with uncertain outcome, so i am not tempted to buy any of the distribution companies.