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

To: E_K_S who wrote (1901)	7/15/2012 2:14:05 PM
From: Spekulatius	Respond to of 4719

E_K_S - yes the mount on mobile date will probably go up by multiples over the next few years but no the amount that people are foing to pay for it/month. Smartphone saturation is very high already in the USA. Also, the most profitable part if the cellphone service is voice and text, which consume very little bandwidth relative to data, but cost way more/month. Pretty easy for a say user to port a number to google voice and use cheap prepaid service from t-mobile (30$/month for 100min but unlimited data). At least that what I am doing. I don't see users spending 50$/month for mobile data in 2-3 years if that is your thesis, I think they will be lucky to keep ARPU growing with inflation.

To: E_K_S who wrote (1901)	7/15/2012 5:32:23 PM
From: Sergio H	Read Replies (1) \| Respond to of 4719

EKS, thanks for your entry. I have three questions about VZ and a suggestion about our portfolio endeavor. VZ has a negative tangible book value, so it is not a true Graham value. Does negative tangible book have any consideration in your evaluation? VZ recently changed its pricing structure. Do you think this will have any impact on its market share? One more trend that was not mentioned in Clownbuck's article is that more and more people are looking for alternatives to two year service contracts with their mobile carrier.Do you think that a viable alternative to this practice would have implications on the earnings forecast for VZ? And my suggestion is that we really should break down all of the candidate stocks that have been offered. Maybe we can evaluate each stock once the nomination period is over?