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Sunday, May 08, 2005 9:06:22 AM
It takes guts, IMO, to do that, since we are about to hear, anytime, about a possible huge deal, and according to Tobin, many other deals, possibly as well.
Correct me if I'm wrong here, but doesn't MOBL face extreme amounts of competition? I would think that EVERY major telecom company will be getting into broad band, etc. Tobin even states that investors need to be aware of the stiff, RICH competition that MOBL faces.
Also, people are comparing MOBLs financials to NEOMs. It was just recently that MOBLS financials were horrendous too. Don't they think that if MOBLs financials improve with deals, that NEOMs will too? After all, a deal with a FORTUNE '100' company will almost instantly bring cash into NEOM, and not to mention the on going revenues that will soon follow. And, that's only ONE big company. We can't forget that many others will most likely follow, if they want to be competitive.
This whole NEOM/MOBL thing that was recently brought up by Tobin, has really caused a lot of confusion.
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