That's my thinking, a JV of some sort between DISH & S. Son then hopes for a more friendly political climate in 2017 to pick up TMUS as they are left behind with no other suitors and no real innovation. He might be able to get TMUS at 2013 prices by then.
Do you know what the FCC would likely rule about merging of DISH and S spectrum? If, as you say, an acquisition of S by DISH is possible, then I think you're answering that question. But Dish won't acquire S, Son won't sell it. They need each other. As for cash, it seems like all of the analysts are most concerned about this, which has brought the share price down to bargain basement levels. The one not too concerned about it though is Son apparently. Claure has clearly stated that SFTBY has Sprint's back. 80+ billion in BABA is a comfortable backstop I would say.
Seems reasonable and likely to me too. Ergen has had an affinity towards Sprint for a while. I think he was genuinely bummed when Sprint got away from him before. He certainly wanted Sprint as well as Clearwire and all of their 2.5GHz spectrum. While he can't have it all to himself now, his initial plan can still be carried out for the most part with a tie up to S.
That would leave TMUS a distant 4th place and running out of steam. They've cut and slashed their pricing plans about as much as possible, all the while the network has not improved. It's been mostly smoke and mirrors and the incesent tweeting of their CEO that has been driving them. He's put about as much lipstick on the TMUS pig as possible in an effort to attract buyers. If S & DISH get together TMUS's future suddenly looks bleak because who besides DISH would buy?
If all of that transpires TMUS would be in a buy or die situation. Does it really matter if there are 3 or 4 wireless telecom companies? Two could be a problem but 3 is fine IMO. At least as good, maybe better than 4. The FCC by then could likely see it the same way.
S+DISH then snatches up TMUS and everyone lives happily ever after. Until Apple buys them all out. LOL (jk)
Every day is closer to a positive PR explaining how the FDA will allow the company to move forward. Rest assured they are moving forward and Rhopressa will go to market, not to mention Roclatan. This will be an easy double in a short period of time. Average price target is currently $26 for crying out loud!