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Ford Motor Co. Message Board

smalls_62 870 posts  |  Last Activity: 17 hours ago Member since: Nov 10, 2009
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  • Reply to

    SpamAlert Goes AWOL

    by nige_co Jan 23, 2015 3:48 AM
    smalls_62 smalls_62 Jan 23, 2015 7:38 PM Flag

    I called the GOOG DISH scenario a blue sky discussion so it is exactly as much. ROFLMAO as you are reading my every post after the market has closed in order to repost it here? ...and you claim you have a big life. I'm out for the evening and most of the weekend. You really don't get it fool. You're cheap entertainment.

    Take note your leader is urinating down his leg in public about Title II......I'm spot on about the bad DTV acquisition. Obummer has the ultimate hammer on the GOP with a VETO. FCC gets the Title II hammer and keeps the ISPs from throttling or getting a faster lane than competing TV providers. Fool.

    Have a good weekend. I know I will.

  • Reply to

    You have to ask yourself

    by greekmonster101 Jan 23, 2015 9:51 AM
    smalls_62 smalls_62 Jan 23, 2015 7:30 PM Flag

    As good as they are going to get when they are still set to launch LTE-A in 23 of 25 top markets? You really have a poor leg to stand on here Greek. Look, as technology is developed and more money is spent, the cheaper costs will get. Fiber is vastly cheaper than it was five and ten years ago. The same to be said for small cell capabilities and price.

  • Reply to

    What's Unfolding

    by greekmonster101 Jan 23, 2015 6:33 PM
    smalls_62 smalls_62 Jan 23, 2015 7:27 PM Flag

    New technology coming out is going to turn some of those truces on their head. The bandwidth explosion coming to both mobile and fixed line opens Pandora's box. LTE-A, G.fast and DOCSIS 3.1 all begin rolling out on a small basis in 2015 but hit high stride in 2016. Going to be wild and crazy.

  • Reply to

    TMUS and Rootmetrics

    by greekmonster101 Jan 23, 2015 5:55 PM
    smalls_62 smalls_62 Jan 23, 2015 7:24 PM Flag

    Look underneath the covers. He is playing the political dance trying to get the DOJ to allow the sale of TMUS....which concentrates the market beyond what the DOJ wants to allow. He can say one thing but is doing quite the opposite.

    TMUS is in a major struggle as the little dog in the fight and the DT head doesn't like the odds. He wants to take his money and run and this is his best chance at an exit. Otherwise he has to find someone outside the U.S. to sell it to who has deeper pockets than DT. Maybe he can go dance for CHL or AMX or even GOOG. Maybe he can dance for a cable provider to add mobile to the bundle. That would make it interesting.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 7:17 PM Flag

    That is correct. Now tell me how Google would violate these. There is strong competition present in the mobile carrier market, namely VZ and T. Replacing a competitor with another is not a concentration leading to a monopoly. A cartel would be all of them working together to restrain trade which wouldn't be any reason to block GOOG from purchasing S or TMUS. GOOG would not be a monopoly in the carrier market. Get a clue Greek. I'm not saying GOOG is going to buy either of them but you're way off base.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 7:13 PM Flag

    Leasing some of its towers.....probably the select ones with little exclusivity so the can offload without giving up any superior infrastructure assets. Think beyond the surface Greek.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 7:11 PM Flag

    Apple buy Google? Because it would be a monopoly in the mobile phone market. That is why. What a bunch of ignorance you post. It is about market concentration when it comes to anti trust. Google doesn't have a strangle hold on the mobile carrier market and there is no reason for DOJ to prevent an entry OR THEY WOULDN"T EVEN ALLOW A MVNO. Your basis for anti-trust is flawed. Restraint of trade? Do you think GOOG isn't going to allow their search engine to be used by the other ISPs/carriers? ROFLMAO You can't be serious.

    My very point is the REIT can engage in other transactions with other carriers and exactly why some analysts don't believe VZ or T would want to open up their superior networks to competition under a REIT. Go read the follow up analysis on the REIT discussion a day or two after the euphoria. Pie in the sky garbage for the bigs. Has its merits for the little guy trying to find an angle to leverage up capex. Makes carriers balance sheets a lot better but the bigs want to protect access to their infrastructure. A REIT opens the barn door for competitors to use the same quality of network.

  • Reply to

    What could Google do?

    by greekmonster101 Jan 23, 2015 6:29 PM
    smalls_62 smalls_62 Jan 23, 2015 7:01 PM Flag

    Not saying it will happen but you trying to say that DOJ would block is nonsense. Antitrust is about competition concentration. DOJ is fine with four in the market. Unless GOOG would try to by both S and TMUS in the same move I don't see market concentration giving any reason for GOOG to buy a single carrier. The number 3 and 4 are real possibilities and I could see GOOG eager to want a #3 option as it works with millimeter spectrum. The thing is millimeter spectrum would work for the small cell areas and the spectrum they need for outside those area isn't exactly the kind of spectrum Sprint really has. TMUS is just as well positioned as Sprint with those blocks. DISH even better. Maybe Google buys DISH and does cross sharing of spectrum.....NOW we are talking blue sky kind of speculation!!!

  • Reply to

    What's Unfolding

    by greekmonster101 Jan 23, 2015 6:33 PM
    smalls_62 smalls_62 Jan 23, 2015 6:57 PM Flag

    That's right. Google may be using S and TMUS for its own coverage gaps for a 5G network it may be working on for itself.

    cut and pastin' one of my own

    Google all for wide open IP. Read up as they are doing some crazy behind the scenes moves.

    Read:
    Google gets into 5G game via Alpental acquisition

    Then read months later patent filing for a technique for analyzing the spectrum of a signal in a millimeter-wave band with high accuracy:
    Millimeter-wave band spectrum analysis device and analysis method
    US 20140292305 A1

    Then read:
    Google tests waters for potential ultra-fast wireless service

    All of this happening in the last six months as it looks like Google could be forming the basis for an ISP that could punch holes in not only ISP but VOIP and TV as well. A wireless IP of that kind of speed has very easy capability to service not only web surfing but voice/text and streaming TV. I'm sure the big boys are watching over their shoulders. It could get real interesting. Google barrels into neighborhoods without having to bury fiber to each home? Game changer. Better build a low cost ISP structure or Google comes in and takes your cake

    Number one could quickly be Google with all their dark fiber and a ground breaking 5G millimeter technology being unleashed at a much cheaper capex than full fiber to the home. Fiber strung to one pole in the neighborhood and bam, a new bundler in the market offering internet, mobile+home phone and streaming TV. The speed of deployment would be very swift if the need to run fiber into the home is completely eliminated. Incumbents should be falling all over themselves to get cheap ISP technologies made available. Google may soon shatter the duopoly held by T and VZ (as is TMUS isn't already wreaking havoc!).
    {added} If Sprint and TMUS can't beat them then they might as well aid the one who can and ride what wave that they can!

  • Reply to

    TMUS and Rootmetrics

    by greekmonster101 Jan 23, 2015 5:55 PM
    smalls_62 smalls_62 Jan 23, 2015 6:45 PM Flag

    Greek, Did you miss the part where TMUS is deploying LTE-A in 23 of the top 25 markets in the U.S. this year? TMUS isn't stuck under 20 or 15.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 6:22 PM Flag

    You need to go back and read some of the analyst opinions a couple days after the Wind REIT talk erupted. Some of the analysts deeper in thought have indicated the better infrastructure/networks held by VZ and T going REIT would open the door to unwanted competition having like access to them. The REIT type of structure rents out the same infrastructure to other providers of which you just offloaded. The carrier DOESN'T control the REIT. That is part of the arms length separation to gain the tax status. Founders pricing is bullsheet. Do your DD.

    I know DOJ handles. Tell me how the antitrust would keep Google out of becoming a carrier. Google is not a operator with unfair market control. Antitrust is about keeping an adequate amount of competition. This adds to competition in the mobile market therefore DOJ would have little reason to deny Google entry into the market. If they aren't going to deny an MVNO then there is no reason to deny a carrier purchase. You don't see anyone talking antitrust about the MVNO so you wouldn't see anyone talking about anti-trust if they were actually looking to buy a carrier.

  • smalls_62 smalls_62 Jan 23, 2015 6:09 PM Flag

    Just for clarity sake $2 X 3.5 average is $7, not $4 worth of data. The sleeper is higher bandwidth coming to with LTE-A. Bandwidth capacity for TV finally arriving could boost this much higher. The question is how the GOOG MVNO structures any kind of mobile pay TV bundle to its mobile customer while paying $2 wholesale to deliver. 3.5 gbps average could quickly balloon with IP TV. Definitely blue sky discussion but the big bandwidth leaps from LTE-A opens the door to true mobile TV on tablets and these oversized phones. Believe GOOG is really preparing for LTE-A and 5G video capability. This kind of passive profits to the smaller dogs in the hunt will indeed help them to scale than they otherwise might deliver. I think that is what GOOG is after most. They have appeared frustrated with the slow deployment of high bandwidth by VZ and more so AT&T.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 5:31 PM Flag

    Anti-trust? How so? Apparently you don't know how antitrust regulation works. The twist to the REIT is you as an operator open up your infrastructure to other operators. The well placed REIT might well be the place to be because you as the operator are no different than the other MVNO and must price your product that is no different than the other competing MVNO using the same REIT. This it why many analysts doubt VZ or T would want to roll assets into a REIT (unless they are dead end assets). Those that are cash strapped and need to open up capital access to continue infrastructure investment may very well find it attractive.

  • Reply to

    Could Google buyout Sprint?

    by sinucazz Jan 23, 2015 10:05 AM
    smalls_62 smalls_62 Jan 23, 2015 5:26 PM Flag

    "...picks parts of the ecosystem that either does not compete directly with their mobile operator and device supplier customers..." Well, if that it the case then they have done an about face by launching an MVNO because there is no way around it that the MVNO is competing with device customers. Trying to tell people it is over there heads as a way to dismiss the MVNO is in direct competition is silly talk.

  • Reply to

    You have to ask yourself

    by greekmonster101 Jan 23, 2015 9:51 AM
    smalls_62 smalls_62 Jan 23, 2015 5:21 PM Flag

    Really? TMUS has been running LTE coverage out better than Sprint and will cover 23 of top 25 markets in U.S. with LTE-A by end of 2015. Don't kid yourself. TMUS network scores have been getting better. Sprint is the one that is lagging. However, I do agree with the initial question. How much is he willing to spend? The capital needed for LTE-A and eventual 5G isn't in Sprint's coffers. Son will need to inject capital to close the gap with the other three. Until he does as much there is little hope for Sprint. The current TMUS act is exactly that. An act trying to persuade the FCC to let them marry with Sprint.

  • smalls_62 smalls_62 Jan 23, 2015 5:12 PM Flag

    Yep, but it doesn't keep the nuts on Motley Fool from trying to spell doom and gloom on VOD because of its UK position not including significant fixed line like that of BT. Few recognize (maybe intentionally) that UK is a minor piece of the VOD pie. BT options left? Launch their own mobile ...but I don't see a good reason for the BT+EE to get blocked as it is vertical integration whereas the O2+Three marriage might find some regulator resistance.

    If you had a chance to read that Ofcom and think about the implications....those who are bagging on limited fix line presence should read up on 5G. Fiber backbone with some well placed small cells will fill the ticket rather nicely for most peoples needs with those not having 5G coverage will do just fine with LTE-A where small cell isn't deployed in population centers. BT really has to move to stay relevant in the retail market.

    Believe the U.K. has gained some priority with Project Spring but few are giving VOD any credit yet for what is being deployed by March of 2016. The competition knows what is coming I can guarantee. The U.K. competitors won't be able to touch the coverage that Vodafone can provide outside of the U.K. The one piece of the puzzle that has always intrigued me is Vodafone's presence in France exited back in 2011. I understand it was a minority stake but it leaves a geographical gap of direct ownership. That is why GOOG would struggle in launching a big MVNO in the EU. Fragmentation is so bad....Liberty is trying like made to piece one together. There isn't just one go to network outside of VOD or maybe a Telefonica that has considerable EU wide coverage for GOOG to MVNO. They would have to piece meal together like Liberty is attempting. Maybe if VOD gets the right opportunity they will swoop in and grab a wholly owned French carrier. Finding one that is a reasonable price with the target fiber backbone without big pension legacy liabilities might be a tough hunt.

  • Reply to

    SpamAlert Goes AWOL

    by nige_co Jan 23, 2015 3:48 AM
    smalls_62 smalls_62 Jan 23, 2015 2:02 PM Flag

    Which of your personalities is playing virtual golf today? Tomorrow?

  • Reply to

    Why is it AT&T?

    by hellavastandupguy Jan 23, 2015 9:51 AM
    smalls_62 smalls_62 Jan 23, 2015 12:55 PM Flag

    LOL NIge lives in UK, I live in central US. The big schizo is your busted Klown.

  • Reply to

    ECB QE means market will shine in 2015-2018

    by mystk7 Jan 23, 2015 7:43 AM
    smalls_62 smalls_62 Jan 23, 2015 12:49 PM Flag

    Spot on Nige. I've said for a long time India is VOD's sleeping giant. EU has a lot of remaining smartphone penetration to be had and why Stephenson made the comment someone stands to make a lot of money in Europe over 4G. VOD will have +90% 4G coverage in its EU market by that March'16 date which will be unparalleled by any other carrier. The sleeping giant in India with its massive pop has low DUMB phone penetration let along smart phone penetration. There is Massive ground up growth potential in India. The headache is the infrastructure builds in India but with the headaches is a hugely untapped market of growth.

    I haven't read up lately but VOD's big competitor in Africa has come under fire from its shady dealings with Iran. Possible political backlashing to MTN could play in large favor of VOD. Africa full of corruption too so I can't imagine the fun of competing against an MTN who has been reported as operating in that manner. I'm still very interested in the mobile banking.....that VOD could run in the U.S. now that it has an MVNO over TMUS network. Really need the U.S. keystone to capture the global mobile banking and money transfer business.

  • smalls_62 smalls_62 Jan 23, 2015 12:35 PM Flag

    Hedging their bets with conservative outlook but notably indicate as much. Reading between the lines....Goldman has talked about VOD's market breadth and huge capex rolling out best of market infrastructure providing a huge advantage over the fragmented competition. VOD is the early days version of VZ in the U.S. and buy moving into fixed line is well positioned for the next step in mobile networks using small cells dubbed 5G.

    I'm telling you again Nige, BT had to go mobile or become irrelevant. With a reliable 5G network, let alone LTE-A giving huge bandwidth leap, a smaller nation such as U.K. would leaves little need for fixed line ISP. (Not bashing but it is what it is. You can fit the U.K. in 60% of the state of California) The U.S. is a different beast with the immense geographical expanse. 5G will be limited for the long term to mostly to pop centers and heavy travel corridors in the U.S. LTE-A will cover the lesser pops with still good bandwidth relative to today's typical of 10 mbps or less. BT is fawked as a fixed line only in the U.K. Had to #$%$ the offensive with mobile or become little more than a transmission wholesaler for backhauls.

    Interesting twist with #3 and #4 operators trying to crawl in bed in U.K. The U.S. regulators balked at such a move so it will be interesting to watch yours regulators reaction.

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