An AOL counter-bid is not out of the question. The nice thing about a Cox deal is that it would be part of AOL and part of its revenue and cash flow . |
AT&T has been performing poorly all along and in a slowing economy we can expect that trend to continue. |
Comcast was very aggressive in highlighting how poorly run AT&T was. Comcast was very 'in your face' in terms of the first offer. |
Do two wrongs make a right? |
I am most surprised by the lack of competitive response by AT&T and WorldCom. If AT&T had lowered rates they would have stable revenue instead of double-digit declines. |
I was surprised that they came out this soon and announced. It's really just a token one, but there's room for it to increase. |
If AT&T has a horrible quarter in terms of cash flow then their institutional investors might pressure them to accept the Comcast deal. |
If DT Telecom or NTT come in with an $80-a-share offer, management might have a tough time not accepting such a high offer price. |
If revenue growth is declining in long distance, why would a company want to acquire [Sprint]? |
If that revenue stream goes away this would have a huge impact. Access actually generates positive cash flow. Excite would have a tough time sustaining operations going forward. |
If they demonstrate improving revenue growth, they could get $20 a share. |
If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft. |
If we fast forward two years, the biggest challenge for carriers in the industry is upgrading the technology in their networks. |
Long-distance is a growth business for Qwest but not their focus. |
Microsoft would do whatever they can to keep AT&T from going to AOL. |