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To: Sonki who wrote (2746)6/25/1998 2:10:00 AM
From: dougjn  Read Replies (2) | Respond to of 11568
 
T name is great and Armstrong is strong, but ... don't think T overall can grow revenues in the double digits. So far it hasn't been growing revs. at all.

Sure the ATHM part will grow hyper, but there is a lot of drag from the simultaneous losses in their core business. Seems to me.

I'm open, but skeptical, on T.

Your feeling on ATHM surprises me. Not saying you're not right, just surprised. So I need to do some work. I am truly ignorant here. It would be very interesting to see somebody's detailed workup of where ATHM could be earnings wise in three years, if things went well, before the T capital this deal no doubt will pull in.

Regards, Doug



To: Sonki who wrote (2746)6/25/1998 9:44:00 PM
From: Nancy  Read Replies (2) | Respond to of 11568
 
sonki,

Telephone companies dont have 35 p/e :) with competitions among them, from baby bells to CLEC's, T is having a hard time to grow revenues at all, let alone profit.

I think the street doesn't like that is it seems T is trying to find its way, first it tries to buy AOL, now it bought TCI. It seems T still is not having an overall strategy put together.


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