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Enterprise Products Partners L.P. Message Board

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  • ferdiefor ferdiefor Nov 25, 2009 11:33 AM Flag

    Diversification

    Someone needs to explain to me why everyone is so hot on AT&T and Verizon.

    The decline in land line users is more than made up for by the increase in wireless users... I grant that...

    But these two are stuck with a landline system that costs a lot to maintain and over time there will be but a small minority of landline users.

    Why shouldn't I look at AT&T and Verizon the way I look at the post office versus FedX or UPS.

    What I mean is both AT&T and Verizon must spend huge amounts of money to maintain a landline system for the small minority of users in the future. This parallels USPS forced delivery to areas where FedX and UPS can ignore plus the fact that USPS also suffers from wireless in the form of internet traffic.

    I see a future where AT&T and Verizon may become uncompetitive because they will need to use wireless fee income to maintain the wireless system while pure wireless players with no wired infrastructure can lower their fees and put AT&T and Verizon on the defensive.

    I wonder if this scenerio is being priced in the stocks and more importantly in the very high dividend yield.

 
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