If that is the only "condition", T will be at $45 soon. If Title 2 is not enforced, T will own & control the ISP market.
The only area of growth over the next decade will be in Latin America and Mexico. The United States, China, and especially Europe will be stagnant at best. AT&T is perfectly set up to own the telecommunications market in the Americas.
My guess is a 2 penny raise in December. The CEO has hinted of better-than-expected synergies from the merger. Absolutely ridiculous that the market is giving T nearly a 6% yield. That will have to change.
T & DirecTV (Hanna and her horse) have the 2 best commercials out there today. Marketing is a huge competitive advantage in a competitive industry. The merged T wins hands down.
Passed the Dept. of Justice and FCC according to news reports tonite. IMO, we hit $40 based on the merger and all the scale & financial engineering from it.
We're witnessing the final chapter of a once proud Greek people. Aristotle is turning in his grave.
Unlike T, Direct TV has impressive C-suite talent. My hope is the DTV talent will take over the merged company at some point. Also, a good CFO should be able to use leverage the economies of scale/scope to generate very positive financial statements for the next 2 years at least. Unless the FCC puts some very serious restrictions on the merger, we will go over $40. Even Smalls agrees with this.
T is the perfect stock - worry-free 5.75% dividend and capital gains to boot. With the economies of scale from the DirectTV deal, financial engineering will push the stock to $40+ in the short-term.
Between China markets crashing, the strong dollar, and slumping PC demand, Intel is in a very bad spot. Throw in renewed AMD competition, & we may never get to $40 again. Shorts are back in control I'm afraid.
Hope everyone followed my advice & bought both stocks by the handful. We are just starting a big rally - another 20% upside for both stocks. Both stocks are very undervalued on a PE basis, especially compared to other sector leaders. Plus, they dont pay the big dividends like these 2 stocks do. Unfort., we've been held hostage by the socialist regulators and the crazy rhetoric by TMUS and Sprint CEOs. Both T & VZ have shown over the past 2 years they can still thrive in this very competitive environment. IMO, TMUS and/or Sprint will not be able to compete on their own in the very near future.
T is very undervalued. Worry-free 5.5% dividend & huge growth prospects on the international front. T has the network & the content. Well-positioned.
This guy is impressive - articulate, charismatic, & knows his stuff as a product guy. Perfect choice. What is the Board waiting for??
How much salary are they paying Jimmy Iovine?? I thought the whole purpose of bringing in a big music industry guy is that embarrassments like this dont happen. A huge blunder -- 3month trial (should be 1) & no revenue?!? Who came up with this brilliant strategy?