Why oh why? Dropping billions on an infrastructure that Lumen doesn't even want. Stock will be driven lower and lower. Only way out, pay off most of the debt. One thing you don't have to worry about is someone buying AT&T. Stankeys revenue projections don't jive. Failed CEO's and failed promises.
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Our company continues to make business decisions that the owner of your local laundromat could tell you are mistakes. What is the ROI on this purchase? 20 years? Overpaying for companies and then destroying their profitability is the T way.
It’s only the most debt ever accumulated by one company, nothing to see here. More layoffs to come.
is Stank's plan to kick the debt can down the road and have his successor worry about it
"The market agrees with big John on this one. Stankey for the win!"
The AT&T stock price is down since the announcement.
I saw the word "debt" and wet my pants.
John is #MAGA.
The market agrees with big John on this one. Stankey for the win!
We sure as he-l don’t have the capital so that means we’re using the credit cards again.
They never learn.
“Let the big boys make the big decisions.”
Like the failed M&A attempts that put T $200B in the red? Proof is in the pudding regarding your “big boys”.
Here comes the spinoff.
Does this Lumen footprint belong to AT&T or Gigapower?
Is AT&T building a shadow company to take over “wireline” to make abandoning copper easier?
The Lumen footprint is outside of our footprint who are the techs working the infrastructure?
"Analysts: AT&T got great value out of the Lumen deal"
https://www.fierce-network.com/broadband/analysts-att-got-great-value-out-lumen-deal
“You imagine wrong. It costs maybe a third of that. We just paid triple for plant we could have just placed ourselves and it would be up to our specs.”
A third to extend in current markets or is that your estimate to build and set up operations in a brand new. They seem like different animals.
"You imagine wrong. It costs maybe a third of that. We just paid triple for plant we could have just placed ourselves and it would be up to our specs."
Well, when you consider the other 4M fiber opportunities then you get below your 1/3rd number. You are actually in at a quarter with an active revenue stream from an existing user base.
I remember back in the day, any investment had to have a 30 mos pay back target. Using that construct, looks like we paid double the target price.
Smh
T is paying $5800 per existing fiber customer, and access to 4 million fiber locations. I imagine that is cheaper than building out infrastructure in those areas.
You imagine wrong. It costs maybe a third of that. We just paid triple for plant we could have just placed ourselves and it would be up to our specs.
"The rest of us will get paid no matter."
That has not worked out so well since DTV and Warner.
Let the big boys make the big decisions. The rest of us will get paid no matter.
E&O got an email that there would be job opportunities with the new company that they already said they are going to spin off! Good luck if you jump over. I feel so bad for current Lumen employees.
I didn’t know Mr Buffet posted on the forum. I guess he has some free time now.
Might not happen if T doesn’t get rid of DEI.
T is paying $5800 per existing fiber customer, and access to 4 million fiber locations. I imagine that is cheaper than building out infrastructure in those areas.