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Clearwire Corporation (CLWRD) Message Board

  • sweetnothings85 sweetnothings85 Dec 14, 2012 9:05 PM Flag

    New Article on Gigaom website

    "Sprint, Clearwire, Softbank, Dish: Who's Playing Whom?" by Kevin Fitchard

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    • I just finished reading the timfarrar article. I doubt S can force any of the strategic investors to agree to what is outlined in the filing. Intel, Comcast et al. must also know about CLWR's talk with DISH... and if that is so, I don't see them agreeing to the deal either.

      Next week should prove interesting.

    • Not against each other.

    • This deal is simple IMHO when you look at the end-game…and that is convergence. What do I mean? Convergence is the final ultimate marriage of internet, phone, television, video-on-demand, video conferencing, and any other amalgamation you can dream of in your mind. Convergence has been talked about for years and has progressed along somewhat. But it has been done on a piecemeal basis. This company over here has this…and that company over there has that…etc. Each one has to talk to this one about rights to do this on their device, and vice versa, and offers and counteroffers…all to make it work together. And while trying to do all these deals, technology would change making the interactivity of all these various components irrelevant. What a hassle! Then you add licensing arrangements for content such as Netflix, HBO, HULU, etc. Then people start screaming “NET NEUTRALITY!! NET NEUTRALITY!!!” All of these things are problematic to convergence. The number of moving parts is overwhelming to convergence and has slowed down the processes. All I have to do to confirm this is look around my living room right now. I am typing this laptop while my Ipad is charging right next to personal Iphone and my work Android phone. I’m watching news on my Dish Network VIP 722 DVR with the Slingbox attachment sitting on top of that, sending the signal to flat screen TV. And ALL OF IT sending and receiving data packets from my Clear modem through my wireless router. And add to that all the cables, IP addresses, and software that has to constantly be updated to make them all work together! It’s a pain really!!!
      Now…what if you can make them all work together seamlessly…with very little work to get them all to work in blissful harmony? Watch TV on your phone. Pause to take a call. Hold a video conference at the airport. Program your DVR to record “Honey Boo Boo” while you are in Tokyo, or Shanghai, or Dallas. If it was simple, you would do it all the time. Techno geeks can do it, but it needs to be simple so EVERYONE can do it right? If it was simple, people would line up to buy the devices and get the voice/data/internet plans. Advertisers and content providers would have a bigger digital footprint. Economies-of-scale could drive down hardware prices.
      Hmmmmm…now if we could JUST get a company that has all of these components to merge together.
      The last major component of this convergence plan in having the bandwidth pipe to make it all work. Dish now has FCC approval to do wireless. It secretly owns some CLWR debt bonds in my opinion. FCC approval comes to DISH and now S/SB makes an offer to CLWR. S/SB was talking to DISH just last week. And two months ago, S/SB says that CLWR was not necessary to a deal. Huh!?! Okayyyyy. That’s weird.
      Softbank has cash, and pipeline for FDD-LTE hardware manufacturers and has negotiating ability to drive devices, as well as Japan subs, retail, etc. Sprint has network towers, subs, retail, brand in US. CLWR has the spectrum. Dish has cash and content and access to manufacturing.
      It all makes sense IMHO. They all have to work together to make this work. Each component is necessary. Without spectrum, IT WON’T WORK!
      Make them make YOU a part of the deal!!! Hold out! A much better deal will come.

      Sentiment: Hold

      • 3 Replies to twortle
      • I have a dream...and since I am not a geek, it would be nice to see "convergence" for my life and investment choices. The telecom companies have U- Verse and Fios and they are promoting bundling of telephone, internet and television. The satellite companies such as Directv and Dish are doing the same as are the cable companies. Whichever company or companies who can come together and simplify the life of the consumer should benefit greatly! I started following this path in my gamble with BB, and seeing Dish buying "most of the company" and spectrum from bankrupt satellite companies. Another play got me involved with S at depressed prices and it lead to learning more about CLWR. The Softbank offer is another step toward consolidation, just like VZ and CSTR joint venture. Then there's MSFT, GOOG, AAPL and even Icahn's IEP. I am looking forward to 2013 and holding for GOLD!

      • Do you really believe us little guys have a say so here? We can demand $5 all day long but Sprint is driving the bus. It will go to court in a few cases but in the end I don't see much over $3.50 if that. I may sell my remaining shares Monday if over $3.25.
        Hope I am wrong
        GL

      • I have to agree with this. If I was to write a script on this evolving story, it will played exactly as you said.

        -S obvious wants/needs CLWR, it was part of the S/SB deal that they control CLWR. They just didn't want to acquire it until some later time.
        -But something #$%$ S into action
        -I am guessing it might be related to the CT order CLWR filed at the end of November
        -The fact that S made the offer of 2.90 on the same day DISH's plan was approved by the FCC... to me, it suggests that maybe CLWR's CT order has something to do with DISH, and might be even be contingent on DISH getting FCC's approval.

        The only thing I don't understand is: Why did S make such a lowball offer? And now that S has offered to buy CLWR, how will that effect any possible deals that CLWR might have with DISH.

        just all speculations on my part of course.

    • Are you kidding me?! Anyone believing ANY of that #$%$ in that 'article' deserves to sell at these DEPRESSED prices!

      Softbank WANTS CLWR...

      END
      OF
      STORY

      Sentiment: Strong Buy

    • Oh market pulse a Call name-808- hmm,a link to and article by a guy named Farar.Interesting !

      Sentiment: Hold

    • "You can read Farrar’s full analysis for yourself on his blog, but what it boils down to is this: Sprint wants to block any deal between Dish and Clearwire to operate a shared network using Dish’s newly minted 4G spectrum. By making an offer that Clearwire’s strategic investors – Intel, Comcast and Bright House – would likely consider, Sprint and Softbank could hold up any Dish-Clearwire pact in the works, at least until Softbank’s acquisition of Sprint closes. From Farrar’s blog:"

    • "You can read Farrar’s full analysis for yourself on his blog, but what it boils down to is this: Sprint wants to block any deal between Dish and Clearwire to operate a shared network using Dish’s newly minted 4G spectrum. By making an offer that Clearwire’s strategic investors – Intel, Comcast and Bright House – would likely consider, Sprint and Softbank could hold up any Dish-Clearwire pact in the works, at least until Softbank’s acquisition of Sprint closes. From Farrar’s blog:"

 

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