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  • billbrittain3 billbrittain3 Apr 22, 2012 12:42 PM Flag

    Credit Suisse:Raising EBITDA Estimates On Higher ARPU And Lower Network Vision Expense

    This is quite a quote, especially "Sprint has more upside than any other stock in our universe over the next 3-5 years". It makes me want to be positive about S this week!!


    Impact to thesis: We believe Sprint has more upside than any other stock in our
    universe over the next 3-5 years; however, we have been more cautious on the
    near-term due to higher churn. These changes have no impact on our long-term
    view; however, a smaller FCF drag in the near-term yields a greater margin for
    error as Sprint navigates the network upgrade while absorbing margin pressure
    from iPhone sales. Although we remain concerned about churn, a greater
    margin for error lowers the risk that higher churn poses to our long-term thesis.

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6.63-0.03(-0.45%)Sep 30 4:04 PMEDT