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Eh, I think this is something I've argued with you [or someone before on HN] about.

That isn't exactly what Goldman said.

http://www.dslreports.com/shownews/Goldman-Sachs-Wants-Veriz...

1) That was when they were trying to get them to merge with Vodafone.

2) That was more about dumping the overhead that came with the union Verizon was dealing with, dumping pension liabilities, etc. and basically splitting the "high growth" business off from the slower growth business.

That isn't really the same thing. All utilities are going to be low growth businesses by their very nature.

http://seekingalpha.com/article/1599192-slow-growth-but-a-hi...

Unless you are talking about a newer angle of attack from Goldman about it?

EDIT: I guess I'm trying to say it speaks more to Goldman's bias [splitting it up based on what looks to be growing faster so they can invest accordingly].



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