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]]> by: Chris http://www.investorgeeks.com/articles/2005/11/10/media-convergence-confused-yet/#comment-8 Fri, 11 Nov 2005 12:56:33 +0000 http://www.investorgeeks.com/articles/2005/11/10/media-convergence-confused-yet/#comment-8 That's interesting that you pick Comcast over Verizon. Over the last few years phone companies have been converting their entire backnetworks over to fiber with IP switching. Some cable providers have also switched to fiber, and all basically run some kind of IP network. I personally, though, would choose Verizon because of the value of the shares right now. They're tremendously undervalued, with a Price/Earning (P/E) ratio of 10, when the industry is at 18! Additionally, with a cellular network already in place I think they're better positioned to capitalize on future bundling deals than Comcast... something you mentioned. With Fios, they're building a core competancy in TV broadcasting as well... I can't imagine this is any more difficult for a phone company than a cable company providing phone service. Financially, Verizon is in good shape with earnings over $1.75 billion for the last 6 quarter, and a strong balance sheet with debt to equity ratio of only 23%, which is very low. They've dropped from 42 to 31 this year, and I think with their new services bundles and enhancements to their cell network, Verizon will be strong player in the coming 5 years. That’s interesting that you pick Comcast over Verizon. Over the last few years phone companies have been converting their entire backnetworks over to fiber with IP switching. Some cable providers have also switched to fiber, and all basically run some kind of IP network.

I personally, though, would choose Verizon because of the value of the shares right now. They’re tremendously undervalued, with a Price/Earning (P/E) ratio of 10, when the industry is at 18!

Additionally, with a cellular network already in place I think they’re better positioned to capitalize on future bundling deals than Comcast… something you mentioned. With Fios, they’re building a core competancy in TV broadcasting as well… I can’t imagine this is any more difficult for a phone company than a cable company providing phone service.

Financially, Verizon is in good shape with earnings over $1.75 billion for the last 6 quarter, and a strong balance sheet with debt to equity ratio of only 23%, which is very low. They’ve dropped from 42 to 31 this year, and I think with their new services bundles and enhancements to their cell network, Verizon will be strong player in the coming 5 years.

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