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

To: E_K_S who wrote (24119)6/15/2006 11:38:59 AM
From: John Carragher  Read Replies (1) | Respond to of 79163
 
vz fib to the home.. is terrific. got it six months ago and cannot wait until we can hook up tv and drop comcast completely. bringing optic to home it one big expensive job. the lines are down about three feet or so in the ground. then box outside the house. then they also give away wireless for home. and hook up one unit all free. you got to buy a back up battery used for power failures maybe every five years. it will warn you with beeping as it begins to run low.



To: E_K_S who wrote (24119)6/15/2006 6:51:51 PM
From: Paul Senior  Read Replies (1) | Respond to of 79163
 
Thanks, guys. Appreciate the opinions on CMCSA and VZ. Decided to trim CMCSA today (by about 20%), and I placed an equivalent amount of money into a starting buy of VZ.

finance.yahoo.com



To: E_K_S who wrote (24119)6/19/2006 11:55:38 PM
From: Spekulatius  Respond to of 79163
 
I think VZ is the best bet in the phone sector valuation wise. One thing to consider with VZ is that they have underfunded pension and healthcare liabilities, which do not appear on the balance sheet. Also in Europe it's worthwhile to look at DT and FTE. i like about those companies that they do not have any pension or health care liabilities that their US counterparts do. Right now FTE looks particular attractive to me.


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