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| Author | Topic: AT&T (T) |
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InvestorGuide Daily Administrator |
posted 12-06-1999 05:59 PM
 
AT&T announced that it will create a new company, AT&T Wireless Group, and a new class of AT&T common stock that will hit the market next spring in the biggest U.S. IPO ever. http://www.zdnet.com/pcweek/stories/news/0%2C4153%2C2404638%2C00.html In brief - AT&T plans to give customers a choice of internet service providers that wish to use its high-speed internet access services, including the company's broadband cable and fixed wireless systems, according to a letter it sent to the FCC. |
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belgarion |
posted 12-06-1999 01:45 PM
AT&T finally has agreed to let rival Internet service providers use its high-speed cable lines. Sources say that the concession was part of a tentative deal the company has reached with ISP MindSpring Enterprises. This move was definitely to be expected, though I think the similar announcement regarding the Baby Bells and DSL was even more important, and will have more far-readhing effects. |
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JHirsch |
posted 11-24-1999 10:03 AM
belgarion, I guess you couldn't wait for someone else's input eh? I didn't check by this board yesterday. But i'll let you know what I think about tracking stocks... Disney just started a tracking stock for its GO properties. Its dropped from $36 to $30 in the last few days. I was under the impression that it was one of Disney's strengths, or at least Disney was really optimistic about how it would do long term. It has only been a few days, but Disney's stock has actually gone up (although not by much). I think tracking stocks can be a good idea if the business that is being tracked is radically different from the core business. In Disney's case I didn't see that Disney is so fragmented anyway with ESPN, GO, ABC, and the theme parks, stores, movies, cruises etc... In Expedia's case I did. Microsoft isn't in the travel business. In this case i'd agree that the wireless business is different enough that at least a tracking stock, or maybe even a spinoff is warranted. Jake |
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belgarion |
posted 11-24-1999 09:10 AM
I don't know...tracking stocks are 50/50 to me. On the one hand, it can show that a company is really trying to figure out how a potential spinoff might do for both shareholders and the parent company, rather than just 'assuming' it will do well. On the other hand, it may show a lack of true confidence in the potential spinoff. My gut feeling with the wireless company - just spin it off. It's a great network, the service is well liked (even though it is AT&T  ), and I don't really see a need to test the waters here, especially since other cell-spinoffs have been received quite well. I think if it were a more volatile industry or unproven technology, then tracking stocks seem like a viable option (ie AtHome's new tracking stock). |
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belgarion |
posted 11-23-1999 09:05 AM
Analysts' continue to speculate that AT&T may offer a tracking stock for its wireless communications business, following in the tracking stock footsteps their investment vehicle Excite@Home. Any thoughts on such a move? |
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smario |
posted 10-26-1999 09:16 AM
AT&T posted third-quarter operating earnings of 54 cents a share, a penny ahead of the 22-analyst estimate, but down from the year-ago 68 cents. Did anyone hear the conference call? I'm interested in knowing what the attributed the revenue decrease to...thanks. |
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smario |
posted 09-17-1999 09:45 AM
Big news from AT&T yesterday. British Telecommunications and AT&T announced the formation of Advance, a new global wireless alliance, which will target multinational enterprises as it works to establish a network users will be able to access from anywhere in the world. To do that, the companies will support a single cellular technology standard not currently shared by Europe and the U.S. It will be interesting to see how this all pans out. Currently, the GSM network is the standard across all of Europe, and the PCS seems to be becoming the standard for the United States. How they will integrate the two seems to be the big mystery (will they do this, or will they create something new?) Regardless, if they can do it (and they probably have more of a chance than any other two companies), it would be a huge for everyone (and probably make the handheld satphone idea obsolete). |
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smario |
posted 09-02-1999 09:26 AM
From AT&T: Management announced that they expect 1999 earnings in the range of $2.12 to $2.20 per share, in line with the mean estimate of $2.18 per share. Pro forma revenue growth between 5% and 7% per share is expected, with the company's wireless, professional services, outsourcing and data units leading the way. Any thoughts about the growth level? |
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Machiavelli |
posted 08-30-1999 02:13 PM
AT&T's next move in the recent pricing LD war is to come out with a flat rate pricing scheme of $.07.minute. No word yet on who is eligible for such a plan, how it will be bundled, or what kind of billing/monthly charge will come with it. But they must be feeling the heat; lowering to 7 cents (though still miles above cost) will still hurt their LD revenue, the main revenue they still are so dependent upon. |
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Joey Joe Joe |
posted 08-09-1999 12:40 PM
Check out this week's Barron's cover story on AT&T. It pretty much says that AT&T is still heavily dependent on their long-distance telephone business, despite all of CEO C. Michael Armstrong's Net and cable TV acquisitions. Remember that LD is an area in which competition is rising sharply and market share is increasingly being lost. |
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Bill Tarr |
posted 08-05-1999 11:08 AM
Yes, this is going to be the major technical challenge for online gaming. Gamers call it 'latency', i.e. the time delay between when you send information and when the other players receive it. This is true whether the hardware is a game player like Sega or a PC. Games that don't involve a continuous stream of information (ex. card games) are fine with a latency of a second or two, but shoot em up games need to have a very fast latency, and even 56K could be a problem. There will be certain games which won't be popular until fast internet access hits the mainstream. |
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gatsby |
posted 08-05-1999 09:15 AM
AT&T and Sega have reached a deal allowing users of Sega's upcoming Dreamcast system (will cost $190) to play each other from long distances over the Internet. AT&T's Worldnet system will provide the access, while game consoles will come built in with 56K modems. I think this idea is fabulous and was only a matter of time, but I have to wonder if 56K is going to be enough (especially if connections only get to 29 or 33, and people get bumped off every now and then). I can't think of a more frustrating online experience than a slow video game that gets cut off before you save. I'm sure they thought of this, no? |
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InvestorGuide Weekly Administrator |
posted 08-02-1999 10:03 AM
Here's the full earnings report: http://www.att.com/press/item/0%2C1193%2C579%2C00.html |
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Scott McCormick |
posted 07-30-1999 10:32 AM
Yes, this continuing operational number excludes the effects of the acquisitions of TCI and IBM's Global Network business. |
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Joey Joe Joe |
posted 07-29-1999 05:15 PM
earnings report from Ma Bell - AT&T reported second-quarter profits from continuing operations of 49 cents a share, a penny ahead of the First Call 21-analyst estimate, but down from the year-ago 54 cents. Profits from continuing operations rose to $1.59 billion from $1.47 billion. Though i'm not real sure what 'continuing operations' actually refers to... (i'm guessing a term that doesn't include new acquisitions or products?) |
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