DISH stock up... losing bids for Sprint and Clearwir.. the new 'silver lining' playbook?
Acquiring Sprint or T-Mobile would be a way for DISH to buy into mobile marketshare, cash flow, supply ecosystems and deployment expertise. However, that is not the only way and has a high cost of entry. Marketshare of mobile players is a major barrier to entry of new players. Its almost impossible for a 'greenfield' entrant, like Clearwire's direct retail effort, to become competitive in direct competition with mobile operators.
However, Ergen/DISH have a huge opportunity to attack... it will be tough and probably not able to be done through large acquisitions, however, DISH is oriented in a unique way... in the way it deploys, the cost structure and the marketing image that can be threaded together with new ventures, smaller operators/acquisitions, new/re-positioned licensed and unlicensed spectrum. If you have broken eggs... make omelets.