My oh my!! rumors and articles surfacing with quite regularity depicting Apple and Google's need to control the living room. The most capital efficient way would be to buy lock stock and barrel an existing infrastructure that would imediately provide the road map to living room dominance. SB knows it and Dish has been well aware of the continued consolidation that would threaten their existance if left off the the guest list.
(((( 33 ))) has never been a ridiculous calculus for fair value, instead with CLWR's highway and Sprint's customer base/infrastruture now seems conservative. The end game is not what they want you to see rather they look to narrow your perception as the larger fish circle the prey.
Stay long and stay tuned , the best is yet to come!!!!
If Apple or Google plan to enter the wireless game, the take over of S and CLWR is the cheap way to go. If either of the companies plan to go wireless at entry level it will cost either over $100 billion, therefore they could take over S for $60 billion and save money. The game is not over yet for S and CLWR.
Dish is limited by its cash, Apple and Google have a barrel of money.
I am long waiting to see what the big boys are planning. I think the icing on the cake will get thicker.
Hesse said, even before the SB offer was made, that the industry was ripe for consolidation. I was pleasantly surprised at the scope of that given Dish's entrance to the picture. So, it's certainly not too much of a stretch to envision Apple or Google gobbling up the entire new entity once the dust settles.
Now those super big players might focus on Verizon or AT&T -- thinking S is too small in the grand scheme of things for them to mess with. But the possibility is there which makes S a compelling buy at this juncture, imo.
It might take a year or two for it to fully materialize, but I can see something like that occurring -- now more than ever. I like where I am at this point.