So this explains the selloff this afternoon about this time...And Personal Opportunities is either fired or got fed up with the direction of the company. Niether seem to bode well for the network upgrades.
I'm long so if anyone has any insight it would be appreciated...
Okay. So you sign a contract and then don't perform under the terms of the contract because the economics changed. And that makes it okay? Really?
The Mayor of NYC is requesteing specific performance by Verizon under the terms of the agreement. Simple as that.
This is not spilt milk. This is milk that NYC gave to Verizon and was going to be repaid in return.
Verizon made a bad deal and now wants out. They may very well get their wish...
And don'f forget that The x1 xfinity wifi router could be used to support all of this. I believe the router currently in my house is allowed to support xfinity's wifi hotspot network. So this could also support sprint phones
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...