#commentary

Dan will never get stock price to $75. Verizon is $175 billion in debt, paying $8-$9 billion per quarter in interest payments. Not only that, technology is moving fast, which means the next telco displacing newcomer is waiting on the wings. Verizon is paying today for 20 years of bad investments. No amount of inflation will save them from bad debt and investments, especially since cellular plan prices have gone down and increased data to unlimited. If you adjust today’s telco charges to inflation, not good for Verizon, even if it helps the debt burden.

Dan will never get stock price to $75. Verizon is $175 billion in debt, paying $8-$9 billion per quarter in interest payments. Not only that, technology is moving fast, which means the next telco displacing newcomer is waiting on the wings. Verizon is paying today for 20 years of bad investments. No amount of inflation will save them from bad debt and investments, especially since cellular plan prices have gone down and increased data to unlimited. If you adjust today’s telco charges to inflation, not good for Verizon, even if it helps the debt burden.

Anyone who is familiar with the dunces unable to write more than a sentence for themselves recognise the telltale signs. Stuff like repeated use of "It's not X, it's Y". Explains why he says so much, yet there's so little substance.

What a joke.

Every time I scroll through LinkedIn, I see the same carefully curated posts about how great everything is. It's like reading propaganda. Nobody who actually works here believes any of that cr-p.

what a useless thing again

So we were told today we’re only get 2.5% increase this year. That won’t even touch the inflation we’ve all faced over the last couple of years. This is crazy.

How much is Carelon/Elevance paying these offshore employees to positively comment on their carelon expeirence on their last day? It’s non stop and it makes me want to gag.

I’ve just grown tired of every webpage on every website trying to sell something. I get that it has to be monetized. I don’t mind ads, the hidden code and scripts to download cr*p just makes the experience lousy. Started getting “potential malicious software” warnings from my browser on the Anthem page here. First my job tries to pull something over on me, now this site. I guess when it’s my turn to get an opportunity to pursue other endeavors I won’t need this site either. The whole world’s just becoming sad all over.

Last week at Broadcast Asia "people" were blabbering that Synamedia would merge with Kaltura. Anyone else hearing this? Any Schleppers care to comment. -even though it is Saturday.

Does anyone else think the “ letter to your younger self” posts look like funeral cards for children. Every time I see one scrolling LinkedIn i gasp for a second. Probably getting people’s attention - just not sure it’s in the right way.

Some of y’all really need to grow up. Layoffs happen, it’s never personal. No-one at the top has specifically chosen you to go for any reason other than a number. FIS doesn’t owe you anything to keep you.

https://www.reuters.com/sustainability/sustainable-finance-reporting/nike-records-300-million-restructuring-charges-after-recent-layoffs-2026-03-05/

300$ million sounds like a really high number and not adequately explained by recent Converse and DC actions, IMO. point being the upcoming purge is going to be big!
Please comment.

Im enjoying some of the comments.

https://www.campaignlive.com/article/verizon-fiercely-committed-diversity-inclusion-across-spectrums-says-ceo/1684973

They should make a Nobel prize for acting

I cannot applaud you enough. My sentiments exactly!

It looks like every comment on the intel layoff portion of this site is down voted. I posted a new comment on an old post, it was down voted immediately. So it is systematic. It is humanly impossible to check all new comments and down vote them. Please check. Anyway, the site is lame

I've heard from several corp. colleagues that this movo company has been contracted by 3M. Here's the website: https://movo.co/

If so, this would mean all trust is gone.

Can someone comment if this is true?

Everybody should be preparing for potentially being let go. If you don't see the writing on the wall, I feel sorry for you.

Without mentioning at&t , this is only part of what is behind the curtain for how layoffs with T will continue.

Thank you for continuing to share the college experiences of your wealthy, well connected children. It is incredibly relatable content.

Lexus is the #1 as expected. Buick is #2, and you know why? Buick vehicles are designed and built in China, then shipped to the US. This proved that Chinese vehicles are far more better than the American US made vehicles.

Those days Cisco file lawsuits against Huawei and Arista, Cisco thought it was too good.

Huawei now has a chip that is already 1,300 faster than the best chip out of NVIDIA, never mind Huawei has beeter phones than Apple. Of course networking equipment from Huawei.

Arista been eating up Cisco’s lunch within last 10 years, Even Arista is already out of date in current technology landscape.

What’s left there for Cisco? Except now claiming glorified scripting as Cisco AI

https://www.aol.com/articles/badly-crippled-ibm-t-fixed-151044608.html

Can anyone share what was posted in Alaska about all of Lance’s fu-kups ? Would love to read that ? Thank U much.

I am old. I have worked at Micron for 25 years as an engineer and i am american. They never let me go. I badge in and badge out. i think its bad workers who get let go and use age as an excuse

Just sayin.

A granfalloon is a "proud and meaningless association of human beings," a term coined by Kurt Vonnegut in his novel Cat's Cradle. It refers to a group of people who believe they share a significant connection, but this association is based on little to no real substance or shared purpose, such as being from the same town or having a common hobby

So for all of yall who still have a job, do you want to trade places with me!! Yes it su-ks!!! But you have a job...I don't!!!!

T is finished. No way back

Sometimes I look around and realize this place has turned into a waiting room for people hoping to reach retirement before the next round of cuts. The younger ones are already planning their exits and who can blame them? The middle group is stuck trying to decide if it’s worth holding on or if it’s finally time to jump ship before things get even worse.

Meanwhile, the executives keep cashing in and talking about strategic realignment while the rest of us carry the weight and worry about the next reorg. They’ll be fine no matter what happens. The rest of us are just line items on a spreadsheet waiting to be erased.

https://www.youtube.com/watch?v=I4_KErk3XfM

Lets admit it - Qualcomm's overblown management chain is useless to the core. All of them alike: incompetent, lazy, selfish sycophants, leaching resources, driving professionals out. Do you want to tell me that there is no conflict of interest where CEO's brother making a career? And this is just a tip of an iceberg, because such exist at every level. These people literally breaking their own code of business conduct with impunity. What chance engineering force and shareholders have to receive the value back for their hard work and investment? I would say - none, unless the whole structure is chopped to pieces and thrown away without mercy and payoffs. Complete business audit should allow to cut expenses I would say 50% at least without anyone noticing that these leaches have gone. In fact the level of distraction will become significantly lower. Where else did you attend to meetings with tens of attendees while only a couple of them actively solving an issue? Where else did you have to work around because your ignorant boss force the decision upon you and made task unnecessarily more difficult and far less productive? The solution is simple and less brutal than something that is expecting workforce and shareholders if take over does not happen.

News flash! If your primary job is to review someone else’s work, it’s time to look for another job. AI can do your job thousand times better.

Loved the comment section for this call today. Employees were really laying out some of the craziness they've been dealing with since RTO started. A doctor (of something, didn't say what) discussing company culture and dealing with RTO. A little digging shows this doctor is actually an AT&T employee (figures the company wouldn't risk an outsider leading this discussing given the polarization). Her answers to the employee questions were less than satisfactory, typical corporate speak and "showing up for each other".

If you know,

you know that what’s happening right now is far from real concrete business plans supported by rationale market forces

I can’t believe Intel is a carcass that corporate raiders and government power brokers now salivate with impunity

Our investor relations team must be the same people that put on the Fyre Festival

Post for live commentary and key insights