T should have declared by now.
Huge losses & "breakeven" in the next year or two in the mobile sector is not something to hang your hat on. Intel has & continues to move too slow. No sense of urgency among the workforce. Server growth (mainly by IaaS cloud providers) is literally the only growth area that is making an impact.
Good for them. Send a message to our Socialist President. Hope T threatens to reduce capital spending significantly to put some worry into Obama/FCC.
T is a cash cow & dividend machine. They recognize the need for them to invest & partner to acquire content & high-end spectrum assets. T & VZ are well-positioned going forward. Either TMUS or Sprint wont survive going forward as you cant price your way out of a bad situation. Marketing gimmicks will only take you so far.
T is one of the few big multinationals that is benefiting from a strong dollar. Another reason T will continue to be cash rich. Most CNBC analysts are too busy lauding T-Mobile's CEO Legare to point this out.
Why is he buying DirecTV if he thinks bundled TV will crumble? Content? Emerging markets/rural areas who cant do cable? Its a very steep price tag without a clear explanation.
CEO Stephenson needs to speak up the value of DTV in a direct, streaming content environment we're entering. All this uncertainty is keeping T shares very low.
Hopefully, this news will push AAPL to $140-$150.
Yup. One of the worst CFOs I've seen. This company's cost structure is so out-of-wack with its growth model on almost every metric, but yet he keeps taking on employees and acquisitions. 20-30% workforce haircut needed.
T getting kicked from the Dow is a major slap in the face. Plus, all the funds that are pegged to the Dow will result in a major loss in purchase interests. This is a big blow & I'll have to rethink my portfolio as a result.