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Technology Stocks : Vodafone-Airtouch (NYSE: VOD) -- Ignore unavailable to you. Want to Upgrade?

To: Joan Sherman who wrote (862)	3/5/1998 8:14:00 AM
From: Roy F	Read Replies (1) \| Respond to of 3175

Joan, could you please summarize? TIA, Roy

To: Joan Sherman who wrote (862)	3/5/1998 9:07:00 AM
From: David Wiggins	Read Replies (1) \| Respond to of 3175

Thanks Joan, BEL and ATI don't compete too directly, but I'm sure this is a factor. I'm hoping it's minimal because of their geographic differences. Furthermore, they actually cooperate in many ways, primeco for example. For now, wireless is growing so fast that increased visibilty such as that created by BEL by their recent cuts, leads to increased subscribership for all. ATI has some of the lowest marginal costs in their dominant areas, so a tradeoff of cost cuts for increased subscribership for them might not be so bad. Regards, Dave.