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Subject:  Re: Visa is now master? Date:  3/15/2008  7:41 PM
Author:  AnomaLee Number:  35606 of 629

A big investor might cut some of their holding in MasterCard, or that a bunch of dumb idiot flock-traders will sell their holdings for MasterCard.

Neither is likely.. But, personally I am very excited for the Visa IPO. I miss IPO's and all the LBO and M&A activity, but I don't think Visa is better than MasterCard.

I read over MasterCard last quarter. They're great. Their financial business model is much better than 95% of any other financial stock you can find these days. They will probably get another run up in the next 3 years.

From what I've seen & heard from analysts is that MasterCard has more international exposure than Visa, so why would I sell MA to hold something that does more business in a declining market anyway? For these businesses the most growth will be overseas.

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