come on people....how can this be any more bloody obvious. this company and business model are TOAST. it's in large neon blinking letters atop the empire state building....figuratively.
I agree...I'm just saying you need to spend money on more than just the spectrum. The sprint bid is is the A1 option...so perhaps that would have been a better use of funds. Buying this spectrum without also buying the ability to deploy it can be a problem...since there are only 4 ultimate buyers of this spectrum in plan B and DISH isn't going to build lte-a by itself. being a partner....sure....but then again it hasn't worked out too well so far and do the big 4 want to create another competitor?
Really Charlie? You are going all in on spectrum? Lightsquared no less. What about building out these networks. The spectrum isn't worth anything without a network. There are only 4 players who would want to buyout/deploy this L2 spectrum, ultimately. 4 buyers ain't a lot.
S raised its bid for CLWR (got the okay from Softbank). Expect Softbank to raise its bid for Sprint next. Dish might have to get a partner to bid for Sprint. Google?
This company should trade at a premium to fundamentals because of acquisition potential. Any number of companies would be interested in buying it. The telcos and cable operators...for example.
Ergen could get the top 5 broadcast networks to simulcast in LTE advanced (but probably not). He can take like 40 mhz and broadcast tv channels over lte advanced. I'm not sure how many channels he could broadcast. he can also do what they do in satellite and broadcast content to save to the device for consumption later.
I'm no engineer....in cable tv, they can broadcast 10 sd channels over 6 mhz. With LTE advanced and better compression tech, despite higher loss rates in wireless, perhaps they could achieve 1 highly compressed 720p channel per 1 mhz of spectrum.. thus, DISH/Spectrum could broadcast like 40 channels over 40 mhz. With switched digital technology, they could probably broadcast a lot more.
I forgot to mention that this deal effectively turns every Sprint store into a place to sell DISH TV service.
SO, think about buying a smartphone. You buy minutes, you buy data, text messaging..etc. BUT NOW, you can also buy full HD satellite TV service as well on any device that is connected to Sprint's LTE network. This is going to explode TV net adds. This will be the killer app for purchasing tablets. imagine if every single smartphone or tablet you own can become an HD DVR....usable anywhere in the US. Imagine you are driving from Chicago to NYC....everyone in the car (except driver) can watch Game of Thrones as they drive in LIVE FULL HD.
so instead of broadcasting the tv channels over satellite spectrum which doesn't go through walls, etc....DISH could broadcast the signal on LTE spectrum and deliver it to your car, smartphone, tablet, laptop, etc, anywhere,...basically turning any LTE device into a TV and DVR.
now obviously, consumers can just subscribe to DISH tv and get their top of the line dvr and watch the content when they are home. or save it on dvr and transfer it to their portable device.
but, by broadcasting tv over lte, it really stream lines the mobile video experience.
The Sprint deal could allow Dish to deliver live satellite/cable TV over every Sprint smartphone or tablet, which can be used as a dvr. right now video is delivered to each smart device user as an individual stream, so it is very network intensive, but dish could be in a position to broadcast tv channels....which is much more efficient for live and heavily watched programming. the handset can also be used as a dvr. this is a huge value add for consumers.
plus, even on the VOD side...Sprint/DISH/CLWR will have a truly massive amount of spectrum that dwarfs AT&T or VZ on a per user basis. this combo will be able deliver video better than anyone.
video is an addiction. like alcohol, sugar, and nicotine.
if dish builds this network, the consumer will come.
If this makes it through....why does yahoo let me post this topic but not the one I want. They always delete it. There is no objectionable content. it is just slightly long.
something is definitely brewing. the market is clearly very comfortable at this valuation level, and perhaps higher.
if CLWR spectrum worth 40 to 70 cents per mhzpop... then what is dish's worth!?!? like $1 per mhzpop? If that is the case then dish is massively undervalued.