不买入 AT&T；由于客户转换成本高，来自新进入者的市场份额威胁被高估。
逐段跳播
无论是Verizon还是AT&T，它们都在试图侵入这个市场，因为它们拥有所有可用的卫星。不过，正如你在这里看到的，这也对AT&T造成了负面影响。AT&T股价今天开盘下跌约10%，在反弹到23美元左右后，当天又进一步下跌了2%。
再看Verizon，情况也类似。Verizon股价开盘下跌7.5%，随后跌至12%，目前稳定在下跌10.5%。但这就是我没有买入它的原因。没错，这就是我不被说服的原因。是的，你知道，一个重要的新玩家进入市场，并可能抢走你的一部分市场份额，这确实可能让人害怕，但我认为情况不会像投资者目前抛售Verizon和AT&T股票所反应的那样糟糕。
我认为不会那么糟糕的原因是，想想看，对吧？目前各家电信公司都有很多促销优惠，不是吗？想想你每次看任何体育赛事、电视节目或其他什么的时候。AT&T会给你一部全新的iPhone，只要你从Verizon转网过来，对吧？
是的，总是有许许多多的优惠，但人们不转网、这种商业策略也不一定奏效的原因是，转网相关的成本太高了。人们更愿意留在原来的公司，而不是不得不把所有东西，包括手机号码和所有家庭信息，都转移到另一家公司。因此，我认为这个问题并不像大家说的那么大。
Whether it's Verizon or AT&T, they are seeking to encroach on that market given that they own all the available satellites. However, this also negatively affects AT&T as you can see here.
AT&T stock opened today down about 10% and fell an additional 2% during the day after making a good rebound to around $23. If we move to Verizon , the story will be similar here.
Verizon's stock opened down 7.5 percent, then fell to 12 percent, and is now stable at a 10.5 percent decrease. But here's why I did n't buy it . That's right, here's why I'm not convinced .
Yes, you know that a major new player entering the market and potentially taking a share of your market share can be scary, but I don't think it will be as bad as investors are currently reacting by selling shares of both Verizon and AT&T.
The reason I don't think it will be that bad, think about it, right ? There are many current promotional offers from different telecommunications companies, are n't there? Think about any time you watch any sporting event, television program, or anything else.
Um, AT& T will give you a brand new iPhone in exchange for switching from Verizon, right? Yes, there are always lots and lots of offers, but the reason people don't switch and this business strategy doesn't necessarily work is that the cost associated with the conversion is too high .
People prefer to stay with their company rather than have to move everything, including their phone numbers and all their family information, to another company. Therefore, I don't think this issue is as big as everyone makes it out to be.
这个频道对 $T 的历次判断
Verified Investing 在这只股票上只有这一条判断。