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Clearwire Corporation (CLWRD) Message Board

  • teamrep teamrep Jan 31, 2013 3:20 PM Flag

    Verizon weighs in, DOJ delays process, and yet CLWR moves marginally lower? What's up with that?

    What is shaping up is what I had theorized might due to the broader circumstances, and what it might be construed as one of the reasons for Sprint moving to acquire Clearwire now rather than latter:

    Sprint moved quickly and in concert with Clearwire to file for transfer of the combined spectrum holdings into the Sprint-SB holding company that will, upon approvals become the new surviving Sprint entity, 70% of which is to be owned by Softbank. (the transfers are into a temporary holding company which is a common way to accommodate transfers of assets in M&As). Clearwire and Sprint both filed for these transfers prior to the announcement that Sprint would acquire Clearwire or that Eagle River, Comcast, Intel, TW, and Brighthouse would sell their stakes to Sprint. You might picture this as pushing forward as a way to get it approved quickly under the smokescreen of the large acquisition deal. Sprint's position, as stated in the FCC documents, is that the spectrum arrangement is not changing much.. its just switching hats, more or less. DISH, AT&T, Crest and now Verizon are basically saying, "Hey, wait a minute there fellas! This is a new company that is being formed that will control a large plot of spectrum that they largely have not made full use of in the past.. why should you (the FCC and DOJ) give them a pass into the fast lane while you look over what we do with a fine-toothed comb?" While Crest and DISH are more antagonistic in their rhetoric and approach because they are more focused by circumstances and have little to lose otherwise, all of these guys are vying to pick apart part of the spectrum under favorable terms or, in the case of AT&T and VZW, free the environment up for future exploits... and maybe come away with access to some of the 2.6GHz spectrum in the bargain.

    The reason why this has not caused CLWR stock to move up is what? A) Because its a boring subject so investors are sipping their lattes instead of clicking the buy buttons. B) There haven't been enough 'buy now because CLWR is going to the moon and beyond' posts on Yahoo! or C) Because the FCC might divvy up part of the spectrum as having gone unused for too long and not wanting to see all of it locked up by a single company going forward. What makes sense to you?

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    • The reason clearwire dropping because dish did not file a petition with the fcc against softbank sprint merger. the thinking is that if dish really want to acquire clearwire, then they would have done all they can to stop softbank from acquiring sprint.

      "Hey, wait a minute there fellas! This is a new company that is being formed that will control a large plot of spectrum that they largely have not made full use of in the past.. why should you (the FCC and DOJ) give them a pass into the fast lane while you look over what we do with a fine-toothed comb?"

      You stated the reason yourself. this is exactly why fcc will allow softbank sprint clearwire combination because softbank has the cash and the know how to use the spectrum to its full potential.

    • TR: If there were a prize for self-congratulation, you'd be a gold medalist. Are you really that needy? Your pose as an objective voice of reason is tedious and disingenuous. Go grind your axe somewhere else.

      • 2 Replies to rolfledolf
      • Disingenuous? LOL! I debunk the crapola slung around here like apes at the zoo and you think its disingenuous.. you are corrupted by the madness of media. Just because you don't understand 90% of whaat I say doesn't mean its not to the point. Read this board over the past five years: there are a very few people , mostly industry folks, who have understood the basic nature and complexities of the business. Most of the time, fellow idiots (we are all idiots) have insisted this business is a simplistic business with one or two bad guys that, if somehow defeated or come around to your viewpoint would turn Clearwire into a sure fire bet.

        That has hoisted up, in succession, retail sales, free money from Sprint, LightSquare's demise, partnership with somebody for no apparent reason/understood set of goals, buy out once all that didn't work out for chump change version 2 vs. chump change version 1.

        You foolish idiots got it wrong 90% of the time. I'm 'bashing' and don't mean to lump good heads into this pot, however, the most common thing about this board is that its been a game of pump and dump or trash and cover... for many of youse guys its not mostly been about posting information but about scoring points as if the one with the most points at the end of the game will win.

        Do I put some down here? You bet.. and most deserve it. And its a bit of a joke for me.. its funny. Do I care what you think? Not really.. the good heads here contribute useful information and ideas and they are the only ones I give a flip about to tell you the truth. Most posters need to gain an education in the basics of gathering information and thinking beyond their noses.

        Boola! Bash me some more...! Its funny.

      • Thanks. I'll send to the bill.

    • So what are you saying? That they will simply confiscate the spectrum? Not auction it?
      You are a lying #$%$. Why do you spend all day on this board? Why do you post such clever, shaded, well edited articulate comments. You often have insights that lead to complete supposition, and more likely than not, faulty conclusions.
      What is in it for you? Where do you find the time?