7. AT&T
美國電話電報公司
Ahh, the glamorous life of AT&T: best friends with Steve Jobs, exclusive rights to the iPhone (for now) and carrier of choice on the iPad. So why, with everything going for it, did the stock miss a huge rally? In the year ending April 1, Apple soared 109% and the S&P 500 rose 41%. AT&T? Down 2%. The problem is growth, or lack thereof: little in its saturated wireless business and a decline in landlines, which still accounts for 25% of sales. Unless its high-speed Internet business takes off or the iPad drives new wireless growth, the beatings by Wall Street will continue.
啊,美國電話電報公司的命真好:同史蒂夫?喬布斯的關系最好,擁有iPhone的獨家運營權(現(xiàn)在是如此),還是iPad的運營商之一。一切都對它有利,可為什么股票沒有猛漲呢?截至4月1日,今年蘋果公司的股價已經飆升109%,標準普爾指數(shù)也上升了41%。美國電話電報公司的股票呢?下跌了2%。問題在于發(fā)展,或者說缺乏發(fā)展:無線業(yè)務已經飽和,發(fā)展甚微,而占銷售額25%的有線電話業(yè)務卻出現(xiàn)萎縮。除非其高速互聯(lián)網業(yè)務,或者iPad促使新的無線業(yè)務實現(xiàn)增長,否則其股票在華爾街將會繼續(xù)遭受打擊。