6/10/2006
My Hedge Fund
Well, with the Congress voting against regulating the telcos to ensure "net neutrality", I wonder if there is an actual long-term hedge opportunity here.
Well, with the Congress voting against regulating the telcos to ensure "net neutrality", I wonder if there is an actual long-term hedge opportunity here.
The 5 year stock histories of SBC/AT&T, ComCast, and Verizon are not pretty, but this could be just the time to buy! If they can pay off the Senate, they might have some serious new locked-in revenue for the next several years.
Even if the telcos and cable companies don't win in the Senate, or can't leverage their lobbying influence fast enough, the fact that Ebay, Amazon, Yahoo and Google are all gonna fight the telcos on net regulation seems to set up the opportunity for an actual hedge. I.e. pit the telcos against the technos?
Hmmm, I don't know... maybe it's time to buy the equipment makers again?
¶ 6/10/2006
