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: Sergio H who wrote (49375)	9/13/2012 1:30:38 AM
From: Spekulatius	2 Recommendations Read Replies (6) \| Respond to of 78473

I am not sure why you consider VZ at 16x forward earnings a value play, especially considering the debt load and the pension liabilities. VZ has been well known to have the best netowrk for quite some time, so I am not aure, if having an iphone on 4g makes all tht much ofna difference. I think for carriers, it is actually better to have Android phones, because they are cheaper than iphones and cost them less subsidies. My believe is that VOD is the better way to play VZW, I'd rather have some steuggling European wireless business to deal with, than the dying fixed line business from VZ.