Seeking Alpha
  • Vegas_215E
    If the CEO of $VOD is brilliant, then show it and buy $TMUS to go toe-tow with $VZ $130B.
    9/12/13
    Reply (8)
    • Energysystems: He's brilliant, that's for sure. Why jump into a saturated market like the US? Growth abroad will eclipse domestic growth for decades.
      9/12/13
    • Energysystems: $TMUS deal with $T was 39B cash/stock. At that price, it'd eliminate international growth opportunities. The US market is valuable, don't-
      9/12/13
    • Energysystems: get me wrong. But it's a much tougher market than 1yr ago. Masayoshi with $S is sure to challenge the duopoly. I'd rather see a push for-
      9/12/13
    • Energysystems: strengthening/growing international plays than attempting to go it alone in a mature mobile market like the USA.
      9/12/13
    • Vegas_215E: $TMUS has Many more millions of subs to be had here
      9/16/13
    • Vegas_215E: $TMUS market share in USA will escalate and growth abroad will take decades. $VOD has been stuck in a rut since its prior merger.
      9/16/13
    • Vegas_215E: Likewise, $VOD is too big for itself, I liken it to $GE; no price appreciation as evidence of its sale- it didn't pop to $40
      9/16/13
    • Energysystems: Domestic growth will not compare to foreign growth for many decades. Competition much tougher in USA with market already saturated.
      9/17/13
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