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Clearwire Corporation (CLWRD) Message Board

  • 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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    • llong54 Nov 8, 2011 5:03 PM Flag

      I like the part where china Telecom says:

      “If the service is growing fast, maybe we can set up our own infrastructure,” Tan said. “The money is no big problem for us.”

      At the end of June, the Chinese company had $9.6 billion in total current assets, including about $4 billion in cash.

      The don't just want be a passenger...

      Maybe just stirring the pot or could they avoid any government objections by funding CLWR? (seems like good fit and blocks china mobile)
      We'll see.

      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.......

    • 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.

    • 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 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

    • Funding I hope so bigger company will buy CLWR!


    • llong54 Nov 10, 2011 5:08 PM Flag

      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 Nov 10, 2011 11:28 PM Flag

      BEIJING - The two domestic telecom giants are being investigated over alleged monopolistic practices, the first such case involving large State-owned enterprises.

      The National Development and Reform Commission (NDRC) is probing China Telecom and China Unicom for allegedly taking advantage of their dominant positions regarding broadband access to suppress competition from rivals and charging high fees, Li Qing, deputy head of the NDRC's price supervision and anti-monopoly department, said on Wednesday.

      Saw that and thought it was a bit to coincidental what with China Telecoms statements lately and their working with Sprint. A more cynical extrapolation leads one to wonder that maybe they just got their chain jerked buy China Mobile, as in don't even think about messing with my Clearwire

      best L

    • None of the links you provided worked nor related to what you typed. I don't see an 8k filing by sprint today.

    • llong54 Nov 14, 2011 4:28 PM Flag

      link and citation from sprint 8k Debt Offering

      Article 2 i)

      "(i) Clearwire and its Subsidiaries will be deemed to not be Subsidiaries of the Company and will be excluded from all restrictive covenants provided for in the Indenture or this Supplemental Indenture, unless and until (1) Clearwire or its Subsidiaries guarantee Designated Senior Debt and (2) the Company directly or indirectly acquires 100% of the Voting Securities of Clearwire."





      Dated as of November 9, 2011

      Creating a Series of Securities Designated

      9.000% Guaranteed Notes due 2018

    • 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.

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