Anyone here bearish on Verizon or ATT? Dividends are over 5% so far.
Larry
That one is hard. So many moving parts, and a lot of sales volume.
The things I can think of to consider are:
technological advances
consumer preferences
applications
data bandwidth
call coverage
extreme competition
licensing
profit margin (separate category, always important, but predicting it
is key).
The plus side of the analysis is that there is a lot written about
each company and the industry. Short of reading that, Elle's comment
is very practical. It's clear that cell-phones are not going away, and
are expanding capabilities. When in doubt, watch the bottom line.
