Sprint Nextel Corp. Message Board

The only reasonable offer is 8+. Just because the bidding started from an abysmally low level does'nt mean that 5 or 6 is fair value.

Sentiment: Strong Buy

I dreamt that a veggisaurus came and 8 his veggies!.

Sentiment: Strong Buy

So, S being the majority owner of clwr DOES have a fiduciary towards clwr shareholders if someone like Dish wants to buy the remaining % of outstanding equity for a higher price vis-a-vis their own 3.4 bid. Anything contrary to this is a breach of FD by S and therefore illegal.

Sentiment: Strong Buy

Other than collusion with the clwr bod does S really have a majority at the board level?. If they had, clwr's debt would be on S's books today.

Sentiment: Strong Buy

Better late than never, even though "justice delayed is justice denied".

Sentiment: Strong Buy

Dish needs to update their offer to a knockout 8+ without waiting for S's response, and then all of hisse's letters will be used as TP by clwr.

Sentiment: Strong Buy

Read Crest's letter first. It implies that the "agreements" itself are subversive and illegal to begin with, since they stifle (anti-competitive) a fair bidding process in the event of such a situation.

Sentiment: Strong Buy

Dish should ditch S and go all out for clear. This is the only way to kick out s-sb.

Sentiment: Strong Buy

Exactly, and then why did hisse respond with the 3.4 offer to trump dish (and did'nt say anything at that time)?.

Sentiment: Strong Buy

True, and that is why Ergen should have knocked out s-sb with an 8 instead of just 4.4. This could've ended conclusively in dish's favor.

Sentiment: Strong Buy

100% correct!.

Sentiment: Strong Buy

Should be if they're not pennywise and pound foolish. Stingyness on any side is self defeating when you look at the exponential growth of smart devices and everyone migrating to them resulting in a gigantic demand for data at high speeds.

Sentiment: Strong Buy

and the spectrum got more valuable over the past 6 years due to the exponentially increasing data demand stemming from a plethora of smartphones / tablets / pads etc. Even after taking clwr's debt into account 8 is the bare minimum according to a ton of tech. reports.

Sentiment: Strong Buy

"According to the Furchtgott-Roth Report, Sprint's $2.97 per share offer for
Clearwire represents a value of just $0.11 per MHz pop for Clearwire's
spectrum and significantly understates the current value of Clearwire's unique
spectrum holdings. The Report says that applying reasonable assumptions to the
multi-customer business plan presented by two firms advising the Clearwire board
results in a valuation between $9.54 and $15.50 per share. These share price
values correspond to spectrum prices between $0.31 and $0.50 per MHz pop." Dinner is not over as yet.

Sentiment: Strong Buy

or he could make a knockout bid of 13.97 for 49.8% of clwr now and drive away sb.

Sentiment: Strong Buy

If it comes down to the wire each minority vote here is equally critical in terms of a swing vote. Also, 5 won't cut it when the whole world now knows the base spectrum value is over 8 after taking clear's debt into account (former fcc commissioners report etc.). If Ergen steps in with a knockout bid for clwr now, it will derail the S-SB deal.

Sentiment: Strong Buy

Exactly, and clwr is a puppet on a chain. Everyone should vote no on the web to beat the deadline.

Sentiment: Strong Buy

Not so crazy. If you analyze (linear extrapolation - beta was ~1, plot the dow vs. clwr pps using a slope of tan45 over time) the historical data of the stock, we should be at 7+ if sonofagun had'nt capped it with his fraudulent offer.

Sentiment: Strong Buy