Maybe Google funds 600 spectrum purchases on its own. Then turns around and contributes it to a Sprint, TMobile, Dish Google partnership.
Question...The cable companies are now apparently being mentioned in all of this "merger" activity. But the cable companies are typically regulated by the municipalities they serve. and do not have access to the whole country.
Can the wireless operators or some combination thereof bypass the munipalities and go direct to the consumer?
You have to look at this as a closely held company. Nothing and I mean nothing is going to happen as long as 80% is held by softbank. No company or investor could ever force a change in the company without Softbank approval. Period. The only way the value is ever realized is a sale of the asset or a profitable use of the asset. Neither of which seems to be happening any time soon...
Well. If you bout at $2.65 before the merger and selected all stock then I think you still have the same basis...
The only way the spectrum value is realized currently is through a sale. And a sale is not going to happen as long as Masa has a plan, a vision of what can be.
Now if this vision was more clearly laid out then analysts may be able to do some cyphering and come up with a valuation based on revenue and expenses.
Until then I'm afraid this stock is just going to tread water.
I'm long and have been for some time. I'm in in the mid $2's so I can wait a while to see which way this thing goes...
I doubt Masa will sell. Unless it is in the $20 price range today
Why not test the proof of concept on a small scale then maybe form a separate company between dish, google and sprint.
Was clearwire just ahead of its time in terms of spectrum usage?
I think you may have mentioned the technology is now available to better utilize this current spectrum. My question is how much longer can Sprint hold out to realize the value of the spectrum it holds and more importantly will this cause a violent upswing in the stock price.
Essentially is is a different way of asking Moffett's question regarding cash burn and running out of money in 2016.
I'm in at the mid 2's but if the turnaround doesn't happen in a year or 18 months am I better off looking somewhere else for a while?
These idiots set the rules, knoew the participants and now want to change the game after the fact. Wow. Just Wow.
Yes...I heard these numbers and frankly was a little shocked by the numbers. I suppose to some extent if you have low churn numbers these ratios will be driven higher, which I think the Churn for TMUS has been improving.
Just listened to both CNBC video with Legere. I was really interested in the ratio's he was spouting as to where customers that were porting to TMUS were coming from.
Any idea if there is an industry source for this information?
Was just listening to a yahoo report about the TW and Comcast deal. FCC to ask for hearings and DOJ may oppose the deal. Guest mentioned if it doesn't go through Comcast may look at wireless providers.
Does this make sense that comcast would look to wireless and would Sprint be a target or a partner? Same questions for TMUS...
Where are these guys today? Any way they get back into the US Market mix?
I have tried some google searches and see discussions about doing something with TMobile but I don't see any folllow up articles...
I get the sense that this is posturing to try and make the terms favorable for Sprint and TMobile in the 600 MHz spectrum auction.
I thought I recall there being some discussion about how much ATT and VZ could purchase.
Perhaps the FCC could limit the amount the large guys can buy and also offer price concessions to the smaller players (Much like Ergen took advantage of by partnering with smaller entities). If the FCC was serious about competition then a much larger price incentive could be given to the smaller players (say 25 to 50 percent reduction).
Or his boss tells him to buy 5 million shares to support the stock. He is a Billionaire so 25 million is really not that big a deal in the grand scheme of things.
Don't get me wrong, I have been long for a number of years but I want this company to transform the business, not just chase the big boys.