Seeking Alpha
  • Clayton Rulli
    From David Einhorns letter: " $VOD without Verizon Wireless might also become a good acquisition target for $T ."
    5/18/13
    Reply (9)
    • Energysystems: Yeah, there's been chatter about that. $T wanting to expand into international. If $VOD sells their 45% stake in VZW, I say sell it all.
      5/19/13
    • Energysystems: Rumor was 39.50 for the whole calzone.
      5/19/13
    • Vinofilo: Can we assess $VOD's value if it sells its VZW? Part of my pities the world if $T becomes their provider.
      5/20/13
    • Energysystems: Financial times said 245B for the whole company, and most cite 100-130B for VZW. I'd be hard pressed to continue to hold $VOD if they...
      5/20/13
    • Energysystems: just sell the VZW stake.
      5/20/13
    • Clayton Rulli: I think VZ is the winner despite the monster debt they'd take on
      5/20/13
    • Energysystems: "We estimate an acquisition of Vodafone's non-VZW assets would cost AT&T more than $100B," UBS analyst John Hodulik
      5/20/13
    • Vinofilo: $VOD. My work takes me to Spain, France, and Italy quite a bit. If $VOD wants to make up $ in those places, no longer in VZW, no good.
      5/20/13
    • Energysystems: I agree Clayton, VZW is a cash cow.
      5/20/13