Todd Rosenbluth
Todd Rosenbluth
aggressive price
AT&T has said it will be aggressive on price but it has never been as aggressive as MCI.
accounting appear gone issues management prior taken
There are a lot of accounting issues that have taken place under prior management that haven't gone away and don't appear to be dissipating.
competition deals decide entities given larger leave likely national position precarious presence
These deals leave standalone entities in a precarious position given likely competition from larger companies. BellSouth and Qwest have to decide how important a national presence is.
aim cable companies competition face investors phone pressure rural toward
The rural phone companies do not face the same pressure as other telecoms. Competition from AT&T and cable isn't impacting things as much. It's better for investors to aim toward the hinterlands.
buying canada dividends margins negative outlook paying providers rural stable
We have a negative outlook on the telecom-services sector, preferring smaller, rural providers and one in Canada that, in our view, have stable margins and are paying out dividends and buying back stock.
benefits cost expecting improvement line merger synergy top
We were expecting there would have been an improvement on the cost synergy side. We still don't expect there will be benefits to the top line from the merger in 2006.
It's not that things are getting better. But things aren't getting worse, as many are expecting,
accept attractive benefit biggest clarity investors merger receive until view yield
The biggest benefit shareholders will receive is the dividend. Investors should accept what we view as an attractive yield until there is more clarity about the merger integration.
fact
It's a fact that Alltel has a complementary mix.
alone cash cuts effort generate job network support
AT&T's job cuts and write-down of its network are an effort to go-it alone and generate as much cash to support its dividend. I don't think AT&T is primping for the prom.
ask cowboys dallas thinking
Ask Commonwealth how things are going in Dallas and the Cowboys are not what they are thinking about,
commodity companies competition cross focus head key price rear ugly
Competition is going to rear its ugly head as companies cross over into each other's territory, ... Price has always been the key focus for telecom. It's a commodity business.
competition greater reduce wireless
There is a need to reduce telecom competition but there are greater opportunities in wireless than long-distance.
company expected grow meets results step strong work
The company's results were better than we expected but not as strong as first meets the eye. There's a lot more work for the company to do to grow its profitability. It's a step in the right direction.