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Clearwire Corporation (CLWRD) Message Board

  • nightstar427 nightstar427 Feb 13, 2013 5:47 PM Flag

    Joan Lappin, ever so on point.

    "Management has claimed forever that its huge spectrum position was invaluable…until NOW. Suddenly, it is now trying to paint a picture that it just isn’t worth much to anyone except Softbank‘s Masayoshi Son who is trying to buy control of Clearwire by buying that loser Sprint. "

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    • I would speculate Intel and Comcast have an agenda via some side bar deal with S. Google did not like the agenda Intel and Comcast were incahoots with S on and bowed out to now work on their own. Im guessing it has to do with streaming mobile content at speeds faster than home cable.

      • 1 Reply to mbablitz
      • Intel, Comcast, Google, are all in cahoots to shaft Clearwire.. tens of billion dollar companies want to crush Clearwire because its a fun thing to do, yea baby.

        Cisco (Scientific Atlanta acquisition), Intel, Google, Microsoft, Comcast, DISH, Huawei, and many others have wanted to get into Internet TV for several years. Internet TV devices are a commodity market - the set top boxes must include disk drives/storage, memory, video graphics processors, several connectivity solutions including 4G and Wi-Fi, and the many interfaces including USB, HDMI, and possibly a blue-ray drive.. and do all that for a low price. This is a type of market that Intel tends to stay out of because it drives the chip prices into the dirt. However, their hope is to use their leadership in semiconductor design and manufacturing to be able to integrate more stuff on SOCs that can allow them to produce chips at low cost while still resulting in respectably high profit margins. Others, like Google, have ulterior motives: to be able to hold and expand their dominance in search-based advertising and mobile OS as that becomes a common hub for expand eCommerce/Social eCommerce.

        Clearwire is one small player among multitudes. The TAM CW exposes to these large companies does not come close to measuring up as their primary rational for entering the IPTV markets.

        Softbank is a potential partner in IPTV because they are getting into position with Sprint to deliver a sizable market. And Softbank has gone into low price tag consumer markets by partnering for device development using competitively priced Asian suppliers. Verizon, AT&T have larger marketshare. VZW in particular can be expected to be working with suppliers, probably the mentioned ones among them, on Internet home-entertainment hubs and other devices. Beyond TV, the vision includes use of communications hubs that cradle and recharge SmartPhones and pads that provide the communications link to LTE while the hub provides additional storage to store HD video files.

        None of this is talked about by Clearwire because it will not likely come in time to determine whether they get taken out. IPTV requires more than the 1.4 million subs market Clearwire controls. Its a nice part of the future value proposition... the big promise. However, since Clearwire has yet to have its own SmartPhones and never deliver an IPTV set top box in the past, I would not hold out much of this dream to happen while you hold stock.

        A remote possibility is that Sprint could change the acquisition into an option to take stock in New Sprint. I have wondered why they didn't do that from the start - offer New Sprint stock instead of cash. Sprint obviously felt compelled to put their offer on the table sooner than latter. It would normally flow that they would not offer a stock payment buy out until after the Softbank acquisition is approved. However, Sprint has been pressed to commit due to DISH and FCC pressures to lock up Clearwire's spectrum. However, if approval occurs, its possible to convert the offer into an option to take it in stock in the new company.. and that would take some of the concerns of being cheated out of the future potential/value of the spectrum.

    • In that case someone or someones should be wearing stripes!

      Sentiment: Hold

    • I just want to know what the payoff will be?

 

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