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Ford Motor Co. Message Board

smalls_62 248 posts  |  Last Activity: Jan 13, 2016 5:58 PM Member since: Nov 10, 2009
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  • Reply to

    Interesting shift possible in Apple OTT?

    by smalls_62 Jan 13, 2016 9:43 AM
    smalls_62 smalls_62 Jan 13, 2016 5:58 PM Flag

    sure thing

  • smalls_62 smalls_62 Jan 12, 2016 9:35 AM Flag

    "If you are receiving the error message that you have not passed security when attempting to reset your password, this indicates that your account has been locked and can only be unlocked via telephone by calling customer services.

    I appreciate that you are advising you are in the US, Interactive Investor is UK stock broker and therefore the call centre and offices are located in the UK. I can however provide you with our International Number that you can call if you wish to have your account unlocked?"

    My account is locked and their reply email was this ....ONLY BE UNLOCKED VIA TELEPHONE.

  • smalls_62 smalls_62 Jan 12, 2016 9:29 AM Flag

    I see nobody will touch this......how about the big discrimination suit filed? Board cover up? That's what the legal team for the plaintiff was claiming.

  • Reply to

    Will be interesting to see how FCC views this.

    by smalls_62 Jan 11, 2016 10:04 AM
    smalls_62 smalls_62 Jan 12, 2016 9:28 AM Flag

    ROFL Quite the opposite. When it becomes apparent there was yet another blunder by the squirrel and the board will we see them do the honorable thing and resign or will we watch them continue to suck away money for poor performance.

  • Reply to

    Will be interesting to see how FCC views this.

    by smalls_62 Jan 11, 2016 10:04 AM
    smalls_62 smalls_62 Jan 11, 2016 5:13 PM Flag

    As solid as a brown log circling the bowl.

  • Reply to

    Will be interesting to see how FCC views this.

    by smalls_62 Jan 11, 2016 10:04 AM
    smalls_62 smalls_62 Jan 11, 2016 5:12 PM Flag

    Just a matter of time as VOD is taking over as the VOD of EU.

    LOL AT&T bought an AOL rerun in DTV and now your best response is buzz off. Priceless.

  • Reply to

    Will be interesting to see how FCC views this.

    by smalls_62 Jan 11, 2016 10:04 AM
    smalls_62 smalls_62 Jan 11, 2016 3:10 PM Flag

    LOL The thesis is already being proven on direct ala carte sales with about the only last holdouts being the NFL and ESPN.......and ESPN/Disney already gave a hint they may soon be inclined to do so. ESPN is one of the last holdouts as we see most movie networks, major networks and sports groups already doing such. ....pick-n-choose website....kind of like what Apple said they are going to focus on instead of being an OTT bundler? You're comment here is as bad as the old klown act stating G.fast is not going to happen.

    DISH already has that skinny bundle that includes ESPN in it on a month to month basis. AT&T can make for a lot of talk but what makes it into action is another thing. The content providers have moved to direct consumer offerings in a large scale shift over the past two years.

    T will indeed be an OTT provider over all pipes.....but the competition will come in droves that don't have $40B in dinosaur infrastructure costs and $1B in annual dividend costs to make their cash flow work. AOL was available on the next technology too but the vast amount of competition and its overhead caused some major irritable bowel syndrome. AT&T will indeed be the one taking a dump. Take a hard note as cable companies move into MVNO's and will push into localized wireless infrastructure that leaves only the need for the wireless MVNO for travelers. Taking a dump with AT&T..... It's stock will indeed go through a very tough strain before it is circling the drain.

  • Reply to

    Will be interesting to see how FCC views this.

    by smalls_62 Jan 11, 2016 10:04 AM
    smalls_62 smalls_62 Jan 11, 2016 12:51 PM Flag

    Is AT&T really available to stream wireless NOW in full HD without having infrastructure problems/buffering (until 5G rolls)? ROFL They already state you will be throttled at 22 GB/month with network "congestion". LOL It's going to take 5G to completely kick the door off the hinges that will allow OTTs to operate over wireless delivery. IF DTV/T finally has adequate pipeS to deliver OTT content then so does the OTT competitor AS WELL AS the content producers gaining the ability to circumvent the middle man. You know very well my point all along has been DTV has been enjoying a barrier. DTV will lose that protective barrier with OTTs finally having the available wired and wireless bandwidth delivery. DTV then has near $40B in direct debt costs and near $1B in dividend costs that are involved in their business model as a middleman. Good luck competing with a VZ bundle or the field of bundlers as well as cord cutters going ala carte direct at a cheaper cost.

    Good luck with the Fed court decision. It was the courts that said the FCC needed to change it to a Title II in order to regulate it. If Title II wasn't within FCC authority then the court shouldn't have given such an opinion....

  • "Under the plan, which kicks in Tuesday, you can pay $100 a month for unlimited data, talk and text on a single smartphone if you have or sign up for DirecTV or AT&T U-Verse TV service." ~New AT&T 'unlimited' mobile data deal targets DirecTV crowd

    The 22 GB cap before throttling is a joke if a consumer turns to mobile as the primary delivery pipe. Doesn't matter as 5G gets here we will see the door kicked wide open. Mobile IP pipe with no data caps. As VZ begins to roll out 5G in 2017 you will see in home video delivery for VZ beginning to open on a nationwide basis and enter AT&T/DTV's markets that has seen limited competition on video delivery services. The move towards DTV market barrier collapse is already starting and 5G isn't even here yet. The market barrier for video delivery is in the very early stage of collapsing with TMUS move as the first strike. AT&T behind the curve again but this time it was TMUS striking first instead of VZ. VZ will roll its 5G ahead of the pack....then watch the unlimited data games really begin in earnest.

    Am a little curious to FCC's view on the tie in requirement of video subscription services. This offering has to be borderline violation of the Clayton Antitrust Act.

    "sales on the condition that (A) the buyer or lessee not deal with the competitors of the seller or lessor ("exclusive dealings") OR (B) the buyer also purchase another different product ("tying") but only when these acts substantially lessen competition (Act Section 3, codified at 15 U.S.C. § 14);"
    Requiring the customer to tying in the DTV/U-verse subscription substantially lessens competition for DTV which is already a dominant TV bundler. Would be interesting to see someone like DISH or a Comcast file a complaint with the FTC against this offering.

  • smalls_62 smalls_62 Jan 8, 2016 10:56 AM Flag

    "Why would a cable company want to own more wireless than cable?" .....because wireless is becoming a superior delivery method (and consumer product). 5G technology coming to market. A cable company wants to own more wireless than cable when it realizes its final mile fixed line product is about to become a redundant and inferior product. ....AOL's product (dial up) comes to mind.

    Stinky, The Verizon chatter went on for the better part of five years before they finally bought out that 45% stake that VOD was holding. Playing down the talks (TALKS, not RUMORS as Liberty talking with Vodafone in 2015 was confirmed) based on how long they have been running is a poor indicator of if anything will happen or not. ROFL - so telephone pole assets are going to save cable companies? My sides are hurting from laughter. Now we have some great klown comedy.

    The problem with T is its $40B in video bundling costs and near $1B in dividend obligations. The likes of VZ and TMUS (or even S with all its spectrum for urban sprawls) delivering mobile video into a home without that kind of built in cost from the $40B indebted DTV purchase was the tying of lead weights onto AT&T ankles. VZ doesn't need as much margin in its TV bundle offering as AT&T NOR does anyone operating as an OTT bundler working over TMUS network with no data capping. I agree, buy VZ. Just not AT&T. TMUS or Sprint at this point look better than AT&T because of the DTV albatross coming as 5G pushes in the new era of high quality wireless video delivery.

  • Reply to

    Hillary Violated Top Secret Email Policy -

    by mrmuckle30807 Dec 31, 2015 12:14 PM
    smalls_62 smalls_62 Jan 7, 2016 4:22 PM Flag

    Are you so sure? Could be his MO since college days for all we know. I would guess that she wasn't letting him do it enough though!!

  • Reply to

    Hillary Violated Top Secret Email Policy -

    by mrmuckle30807 Dec 31, 2015 12:14 PM
    smalls_62 smalls_62 Jan 7, 2016 4:20 PM Flag

    Just in the last couple days a former U.S. attorney thinks Hillary could face criminal indictment within the next couple months if the FBI does what it is supposed to do.

  • smalls_62 smalls_62 Jan 7, 2016 4:09 PM Flag

    Let's not talk about that trewood. We shouldn't talk about how the cash flow of DTV does little for AT&T because most of the FCF is eaten up by new debt and dividend obligations.

  • smalls_62 smalls_62 Jan 7, 2016 10:01 AM Flag

    "don’t think that Liberty can afford to purchase the whole of VOD"
    You missed a most important piece... "Even if the synergies are half of that the analysts claim there is a lot of cash flow horsepower."

    "Smalls, I have also read articles regarding synergies in the region of $20bln. Several analysts including Bank of America have total cost synergies of $25bln and Nomura Securities have total cost synergies of $32.6bln." Even $15 or $20B in annual synergies makes for a TON of buying power. Do the math Nige. AT&T bought DTV with new debt near $40B and there is well less than a billion in net FCF available for PRINICIPAL debt reduction after considerations for new interest expense and dividend obligations. Using a 40:1 return ratio like that you have a LOT of buying power :-) ROFL

    One shouldn't forget any deal would likely be a significant stock portion along with any debt financed cash portion of a bid. $16B (half of Nomura target) in new found cash flow (from synergy savings) for a merged company would make for some SERIOUS payment affordability for Liberty to take a shot at VOD. Even with 40% premium bid on the current VOD price (to get to 300p) you are looking at less than a ten year payback of a 300p takeover price in an ALL CASH offer IF the 25-32B in synergies really exist then these companies should be getting together. VOD has the future of communications in wireless as 5G comes to market while Liberty will have a fading position. The long term future of each on its own is divergent.... Use $30B in a round synergy (AKA NEW FREE CASH FLOW FOR DEBT SERVICE) and you're looking at 100% debt financed cash bid possibilities in excess of +$500B. I'm not a big fan of "synergy" projections but even with a 50% haircut to estimates there is more than enough ability for LBTY to take a shot at VOD. VOD could consider chasing LBTY but Malone likely wants way too much for a debt laden, fading value set of assets.

    Don't hold you breath with iii.

  • smalls_62 smalls_62 Jan 6, 2016 4:11 PM Flag

    Maybe different. VOD is about to complete its huge and very accelerated 4G upgrade and coverage increase across Europe. We all know what having the hands down best wireless network across a continent will do for earnings and market share. VOD becoming the VZ of EU. It's not been a "rumor" as you say either. Malone has said the interest is there. He couldn't get the banana out. of the jar. He has to take the whole jar? Yes. Even if the synergies are half of what the analysts claim there is a lot of cash flow horsepower to take a shot at the entire jar. ....and Liberty needs wireless a WHOLE LOT more than VOD needs anything under Liberty's umbrella. 5G is going to destroy the barrier for final mile fixed line (and that dinosaur satellite too!). Liberty's fiber backbones for data backhaul is one of the few attractive features from a VOD perspective. 5G will put final mile fixed players on the defensive as we all know mobile is the superior product offering.

  • smalls_62 smalls_62 Jan 6, 2016 10:54 AM Flag

    BTW, iii locked my account and won't unlock it via my email request. Said I have to call them. I'm done with iii.

  • smalls_62 smalls_62 Jan 6, 2016 10:54 AM Flag

    Given the synergy estimates by BAC and Nomura I don't see how the full merger value is 140B pounds. Those synergies alone have a 12X multiple well in excess of that figure. Should be interesting.

  • Reply to

    Can't Buy T Cheap

    by mr_dinky_dot_bomb Jan 4, 2016 10:25 AM
    smalls_62 smalls_62 Jan 6, 2016 10:05 AM Flag

    It's a crazy synergy figure. Give it a haircut if you would. Let's go at half of Nomura (or 65% of BAC's figure). +$16B in savings that can also be viewed as new EARNINGS. $16B X 12 (a fair EPS multiple) and you're talking $192B in market cap creation. I'm not a big believer in the synergy estimates game so using a hair cut on estimates is needed, JMO. If you are like the AT&T long pumpers and want to use the bullish end then use an AVERAGE of the two which is near $28.8B X 12 multiple = $345.6B market cap value??? Holy .... Seems insane given the two current market caps aren't but half that figure and that $345B doesn't include the existing Liberty or VOD core earnings.

    Malone does need to move sooner or later as his assets will be on the losing end of 5G being rolled out. VOD can roll out/buy its own backhaul over time. Liberty Global getting into scaled mobile carrier biz not so much.

  • Reply to

    Can't Buy T Cheap

    by mr_dinky_dot_bomb Jan 4, 2016 10:25 AM
    smalls_62 smalls_62 Jan 5, 2016 5:39 PM Flag

    Yes, with something more likely than the banana removal talked about several months back. Someone over on iii said there is talk of up to $20B in annual synergies. You know my opinion about synergy estimates..... Even if it is half that figure realized you are talking about some big coin market cap value. Lots of backhaul savings between the combined group let alone all the other overhead savings.

  • Reply to

    Can't Buy T Cheap

    by mr_dinky_dot_bomb Jan 4, 2016 10:25 AM
    smalls_62 smalls_62 Jan 4, 2016 5:49 PM Flag

    LOL I was single for a handful of years after college. ...by choice. Had a good many takers but none worth keeping for the long term until I met my attractive and intelligent wife. Unlike the klown and AT&T who plays with the latina tranny crowd that will give a bad gift that keeps on giving. I know that you aren't single by choice - your own posts before you deleted..... The smart women run from you. "stuck".....ROFL Keep chasing away your bar flies but no smart ones are going to want to stay. A bar fly is the only kind of gal that would be ignorant enough to want any long term relationship with a klown like you. Your MPD and short term memory issues would be enough to scare any sane woman with a shred of intelligence.

    I almost always bite my tongue on spelling and grammar but for future reference it is spelled heifer, not heffer. You also know that I have children which would make my wife a cow, not a heifer when you are comparing her to the bovine world. You probably don't know the difference but I'll make an exception for your ignorance. Next time brush up on the related vernacular before you try to sling insults ya' horse's backside.

    P.S. I'm on the cheap and could make a lot more. They know it, I know it, most know it. My choice. The job gets done.....

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