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Clearwire Corporation (CLWRD) Message Board

investorsec8 31 posts  |  Last Activity: Apr 14, 2014 6:07 PM Member since: Jan 11, 2013
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  • Reply to

    TM:US making waves

    by longpickuptruck Apr 14, 2014 3:51 PM
    investorsec8 investorsec8 Apr 14, 2014 6:07 PM Flag

    We already have a pricing war and a market share war. Sprint is losing the market share war. May continue to lose money and is a doubtful contender to purchase TMobile. As I've stated previously four national carriers makes the market competitive. Three carriers does not. That's why Son will have to produce profits with what he has or the losses will go on for years to come.

  • investorsec8 investorsec8 Apr 9, 2014 9:59 PM Flag

    Building up market share is a great strategy. More subs=more value. There's a story about Comcast getting into the biz. If they're serious it might be easier to do it via TMobile. Remember TMobile was up for sale. Still is at the right price. Remember DISH is not not obligated to partner up with Sprint only. Look at Netflix. They focused on market share. Hasn't hurt them has it.

  • investorsec8 by investorsec8 Mar 24, 2014 3:01 PM Flag

    SodaStream SODA is ready to break out. KitchenAid in partnership will be coming out with their retro SodaStream home soda system in May. Samsung already has a fridge with the SodaStream dispenser. Revenues keep going up year after year. The stock sold off this past 2013 and has now built a solid base. With almost 50% shares short I'll have to hang on to my soda for this ride.

  • investorsec8 by investorsec8 Mar 22, 2014 5:37 PM Flag

    Go back four weeks and look at the volume on up days and down days. Supply is dwindling. Shorts will get caught big time. Sodastream is a growth engine that has been validated by Samsung and now Kitchenaid.

  • investorsec8 investorsec8 Mar 22, 2014 5:21 PM Flag

    Actually no. Son is fearful of AT&T, Verizon and TMobile.

  • investorsec8 investorsec8 Mar 22, 2014 5:18 PM Flag

    There is no cartel. There is competition. If Son's big ego got in the way it has nothing to do with AT&T and Verizon. Gee does Son suddenly see a disadvantage in owning Sprint? He should have done more research before buying Sprint and Clearwire. Anyhow from $2 to $9 is pretty good profit. Over $11 briefly for those who aren't so greedy. Now four competitors in the USA while there are three major players in Canada which is even larger than the US with about 12% of the population. Two newer entrants are struggling. Chalk that up to a poor assessment of the market. That brings us back to Son who is having second thoughts. Too late as he's racked up a ton of debt. Sprint can succeed. That is quit having losses someday but as a big profit driver it's years away or never. The moral is don't let ego get in the way of sound investing.

  • investorsec8 by investorsec8 Mar 15, 2014 7:16 PM Flag

    Simply outlandish (SO). That's the snow job that Son appears to be presenting. SOn, SOFtbank and SnOw job. It's preposterous what Son is proposing when he says having only three nationwide carriers will result in better rates for users. Uh no. Competition is good. Case in point is the recent discounting by TMobile. The competition reacts with their own discounting deals. Eliminating TMobile via a Sprint takeover would ultimately give Son the option to set the rates of what today are two competing telcos. And how would he pay for the staggering debt of Clearwire, Sprint and TMobile combined?

  • San Francisco will be banning plastic water bottles. Just as the plastic bag ban has spread to other cities a disposable drink plastic bottle ban will be an increasing trend going forward. SodaStream certainly offers an alternative to such environmental effect that Soda and water bottles have posed. Simply put the environmental impact is greatly reduced using the SodaStream system. SodaStream's share of the soda market is .06%. Simply put the company can obtain huge percentage gains going forward. Revenue and the user base keep increasing as do partnerships. The Samsung Fridge with a SodaStream dispenser is a novelty today but is another format where the company and partners can collaborate. The strategy of increasing the number of users is a correct one. Look at Netflix. Look how it's grown.

  • Reply to

    Happy Birthday DynaTAC8000x Cell Phone

    by investorsec8 Mar 14, 2014 3:08 PM
    investorsec8 investorsec8 Mar 15, 2014 3:50 PM Flag

    AT&T had so much dominance in the telephone communications industry that it was forced to break up into smaller companies called the Baby Bells collectively. That all changed when telcos were allowed to merge. Thus today there are two dominant players as well as Sprint and TMobile that are consider national carriers.

    McCaw's Clearwire could have succeeded had it been set up differently as a regional carrier. Son who bought most of Sprint had Sprint buy Clearwire. He still has yet to integrate the two for maximum value. Now he wants TMobile. Both SoftBank and Sprint have already racked up significant debt and a TMobile purchase would ramp that up much further. Meanwhile Son's work is cut out for him as he has to yet make Sprint a profitable telco.

  • Thirty years ago the first cell phone was sold for about $4,000. Thank Motorola for that. AT&T was trying to obtain a cellular monopoly in the US but thanks to both vision and Motorola engineers and designers that devious plan was thwarted. Cellular One introduced their DynaTAC cellular network in Washington,DC and Baltimore. History was made. The world of mobile communications was changed forever.

  • investorsec8 investorsec8 Mar 14, 2014 2:51 PM Flag

    Money losing Sprint does it again. The competition says thanks.

  • investorsec8 investorsec8 Mar 10, 2014 2:30 PM Flag

    TMobile wants to keep adding customers and discounting rates is the way to do it. AT&T does not want to Los market share. This puts pressure on Sprint. It's time for Sprint to get more involved with Dish. An alliance will benefit both companies. Without a strong alliance Dish may partner up with another carrier to the detriment of Sprint.

  • Reply to

    The Merger

    by billbrittain3 Mar 7, 2014 4:23 PM
    investorsec8 investorsec8 Mar 7, 2014 6:47 PM Flag

    Son knew what he was doing when he took control of Sprint and Clearwire. DT sees the writing on the wall and does not expect a merger. TMobile meanwhile is posing discounting to increase market share. The public wins under this competitive scenario. If Sprint loses as a result it means they are not competitive enough. Dish isn't building a network. That does not worry Ergen as eventually he will have a partner. If it's not Sprint watch the Sprint stock price tumble.

  • Reply to

    0% chance of Pepsi buying SODA

    by beauty90210211 Mar 7, 2014 7:36 AM
    investorsec8 investorsec8 Mar 7, 2014 3:46 PM Flag

    Considering the continued revenue growth and the fact that brand partnerships will most likely continue the stock is cheap. Either of Pepsi or Dr. Pepper can be the first major mover and enter a partnership. Sodastream is an international company. It has been around for a long time and today it is a timely safe investment. Market cap is less than 1 Billion and growth potential worldwide is huge. Just like we've seen plastic bag bans we will see a thrust by environmentalists attacking the use of soda and other one time beverage use of plastic bottles. Sodastream has a marginal amount of the worldwide soda market thus it has vast amounts of potential new users. The results of one or two quarters are meaningless as the company is now focussing on market share.

  • investorsec8 investorsec8 Feb 27, 2014 8:18 PM Flag

    I bought $10 puts in December because Groupon was a sitting duck. The red flag was there with a larger customer base and less revenue per customer. Groupon was overpriced. I sold my puts due to the volatility and the sheer craziness in the markets today.

  • Reply to

    More Selling Today

    by avgmomo Feb 26, 2014 2:56 PM
    investorsec8 investorsec8 Feb 27, 2014 8:14 PM Flag

    We also don't know why insiders have sold. With stock incentives as compensation selling a portion simply means nothing as to how the company and the stock will progress.

  • Reply to

    More Selling Today

    by avgmomo Feb 26, 2014 2:56 PM
    investorsec8 investorsec8 Feb 27, 2014 8:11 PM Flag

    Quite meaningless. The technology is very advanced. It also appears that there is an accumulation going on. As I am on the WiFi slow net there will be plenty of demand for smart WiFi. I am patient and can wait.

  • Reply to

    Technical trend

    by bluediamond90210 Feb 27, 2014 1:19 AM
    investorsec8 investorsec8 Feb 27, 2014 8:07 PM Flag

    Sorry disagree. There has been a lot of accumulation and any dissatisfaction, need for funds or overall market plunge will take this stock down. From less than .30 to $2.50 there are profits galore not yet cashed in. Anything is possible as GSAT is a good bet but not a sure bet at these levels.

  • Reply to

    Team Rep - Exposed

    by online_maven Feb 18, 2014 8:01 PM
    investorsec8 investorsec8 Feb 23, 2014 5:58 PM Flag

    I think the price rise is a signal that even Son views a chance of a TMobile takeover as slim. Otherwise he could have waited as it's more ammunition for those who will argue that wireless costs will rise if the takeover is approved. Ergen can't afford TMobile. He is not building a wireless network. That means he has to partner with someone. I think it's Sprint.

  • investorsec8 investorsec8 Feb 11, 2014 5:42 PM Flag

    Well at least anytime soon which I view as for at least two years it is just too hot to handle and the FCC and FTC both in my opinion will scuttle the deal.

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