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Clearwire Corporation (CLWRD) Message Board

  • llong54@ymail.com llong54 Nov 8, 2011 4:40 PM Flag

    Funding/Bidding war for CLWR

    Players: China Telecom, China Mobile, AT&T, Metro PCS, Dish, Google, Apple...
    Who can seal the deal with Funding/Buyout--Either they catch the CLWR Advanced TDD LTE Express Train 4G (1gig/1000meg per second) now or they're stuck on the FDD LTE slow train of lost opportunity and future success.

    Best L

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    • November 08, 2011, 4:30 PM EST
      Nov. 8 (Bloomberg) -- China Telecom Corp. plans to start selling a wireless service to U.S. consumers under its own brand early next year, seeking to sign up Chinese-Americans, students and tourists who travel often between the two countries.

      http://www.businessweek.com/news/2011-11-08/china-telecom-plans-to-offer-wireless-service-in-u-s-in-2012.html

    • llong54@ymail.com llong54 Nov 8, 2011 5:13 PM Flag

      Players: China Telecom, China Mobile, AT&T, Metro PCS, Dish, Google, Apple...
      Who can seal the deal with Funding/Buyout--Either they catch the CLWR Advanced TDD LTE Express Train 4G (1gig/1000meg per second) now or they're stuck on the FDD LTE slow train of lost opportunity and future failure.(more likely)

      Best L

      • 2 Replies to llong54
      • As long as we're speculating I'll throw this out...

        Microsoft has a nice phone OS, owns Skype, deep with Nokia, and was a player with Teledesic's commercial broadband satellite network project back in the late '90s. McCaw was a player in that effort and although I can't confirm this, my bet is Stanton had at least greater than surface knowledge of what was taking place.

        Microsoft's in a pitched battle to keep the Windows OS / application stack relevant in at least the corporate arena, looking to increase presence 'in the cloud' and surely would like to sell more Windows 7 Phone software and hardware.

        And I keep thinking they all camp within miles of each other.

        Again, just speculating, you understand.

      • llong54@ymail.com llong54 Nov 9, 2011 9:00 AM Flag

        -- With the Apple iPhone 4S now running on the Sprint network, might Sprint find it needs to acquire more spectrum than it previously anticipated? What might this mean for Clearwire and DragonWave ?

        from NI Technology Updates Outlooks for Applied Micro Circuits, Sprint, Clearwire, ARM Holdings, and Intel!!/9/11 07:14:00

    • llong54@ymail.com llong54 Nov 18, 2011 9:26 AM Flag

      Comcast already owns 9% of CLWR

      The Company in past 12 months achieved Gross Profit of $22.69 billion where the year to year quarterly revenue growth was 51.11% and Net Income Available to Shareholders reached to $3.89 billion with the diluted EPS of 1.

      http://www.worldwidemarketnews.com/nasdaq-stocks-news/7876/comcast-corporation-net-profit-margin-continue-9-12-nasdaqcmcsa.html39.

      Google (and others like apple) are expanding/encroaching upon CATV operators traditional business model
      Comcast needs the mobile option or everyone will be stealing their lunch (revenue streams)

      This is the California gold rush of multimedia convergence and, companies like Clearwire CLWR are the bandwidth spectrum claims from which that gold will be mined.

      If you don't own the mine, you will have to pay others for the gold (bandwidth)

      Many companies have failed to grasp the true significance of this paradigm shift-- Comcast would be wise to act now before someone else exploits the reality of this perception disconnect.
      imho dyodd


      note: from the Comcast concentric perspective; not from the CLWR Switzerland business plan

      Best L

      • 1 Reply to llong54
      • llong54@ymail.com llong54 Nov 18, 2011 9:31 AM Flag

        Comcast would love to be able to offer a turn key quadruple play to its customers.

        (landlines, cell, home video/mobile video, and home inet/mobile inet) and Comcast unlike Sprint or other carriers already owns programming content.

        All in All It would leverage/enhance their core competencies and revenue streams by expanding their potential subscriber market base and reducing subscriber turn over.

        Comcast would be a one stop shop imho

        best L

    • who wants to take on all that debt.......hehe

      trust me you don't want a buyout now.....

      you guys will get nothing for this pos.......

    • llong54@ymail.com llong54 Nov 18, 2011 8:22 AM Flag

      DISH is up and CLWR has been holding tight, maybe something going on?
      (good fit for distribution of all those video on demand customers)

      • 1 Reply to llong54
      • From what I have read DN dosent need spectrum (pending), they will / have enough for a nationwide rollout ..they want to "partner" with a co to "run" the network.

        Last week Dish Networks applied for terrestrial TD-LTE service to the FCC. They want to consolidate their two 20 MHz spectrum chunks, currently dedicated to TerreStar and DBSD/ICO satellite phones. Dish wants to provide terrestrial TD-LTE phone service nationwide using that spectrum.
        Dish asked the FCC for a waiver to use the combined spectrum to offer terrestrial-only service (pdf). DISH Networks now owns some 40MHz in the 2.1 GHz MSS satellite band. It is now positioned to deliver a competitive terrestrial LTE service, nationwide.

        The current speculation is that Dish will team up with an established cellular carrier to built out their terrestrial network. Since they announced support of TD-LTE, one might first think of Sprint/Clearwire. But other providers such as Leap Wireless and Metro PCS as well as Verizon and AT&T could also be partners.

        http://www.dailywireless.org/2011/08/25/dish-networks-700-mhz-spectrum-how-goes-it/

    • llong54@ymail.com llong54 Nov 10, 2011 5:08 PM Flag

      updated
      China Telecom (CHA) is a highly qualified candidate/ potential bidder. imho (as is China Mobile(CHL))
      Here's what I draw my references from:
      1.)China Telecoms announcement was anything but subtle! (especially given the culture)
      2.)China Telecom is liquid financially ($4billion cash)(China mobile 47b adding 8b per yr)
      3). China Telecom is the largest land line carrier(tot all 190m) in China and is still only 3rd largest carrier in China (not for mobile cell phone China Mobile (CHL)is largest there 600m) China Telecom needs wireless growth.
      4.)China Telecom (CHA)does not have China Apple phone authorization (China Unicom is the only authorized Chinese iphone franchise)
      5.)China Telecom is working with Sprint on standardization
      6.) Sprint owns 50% of CLWR and can't/won't/doesn't want to buy/fund more (Sprint gets CLWR funded by affiliated company).
      Therefore: if China Telecom is to remain competitive it needs to expand its wireless operation, adopt the new Advanced TDD LTE 4g platform that next generation Apple/Google Android will be going to in order to leap frog over(or at least keep up with) China Mobile.
      Because, without wireless growth China Telecom will become irrelevant/futureless.(and that's with having currently 190 million subscribers)
      typo corrected

      Best L

    • llong54@ymail.com llong54 Dec 5, 2011 3:43 PM Flag

      update

    • llong54@ymail.com llong54 Dec 6, 2011 7:57 AM Flag

      CLWR Spectrum pricing pressure (VZ extrapolated 13b):
      "Walter Piecyk with BTIG Research opines that spectrum prices will continue to rise, as AT&T (T), Deutsche Telekom’s (DTEGY) T-Mobile USA unit, and DirecTV (DTV), among others, facing rising spectrum needs; MetroPCS (PCS), he contends, is “spectrum starved.”

      Piecyk thinks someone could make an offer to Clearwire (CLWR) for some of its 160 megahertz worth of spectrum, even though the company just struck a funding deal with Sprint-Nextel (S) to continue to provide service on its spectrum. The time to make that offer is before the funding deal is finalized, as afterward, Clearwire probably won’t even consider a proposition."
      http://blogs.barrons.com/techtraderdaily/page/2/

    • llong54@ymail.com llong54 May 30, 2012 3:26 PM Flag

      Sprint may be a target

      Of course, the big news right now in the industry may be the Google (NASDAQ: GOOG) takeover of Motorola Mobility. Google has now secured itself a phone maker, and one that has had success in the industry, though it's been a little while now. Motorola has been selling phones mostly with AT&T and Verizon sets, but Sprint may be a target now that it has more money and more backing at its disposal.
      Sprint will soon be in the mix of new competition in selling the new Samsung Galaxy S III Android phone. The phone will be sold by the four major US
      http://beta.fool.com/queenbc/2012/05/30/sprints-new-phones-may-not-be-enough/5063/?source=eogyholnk0000001

    • llong54@ymail.com llong54 Dec 5, 2011 10:22 AM Flag

      sudden 50% upward move now likely (imho dyodd)

      best L

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