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Ford Motor Co. Message Board

smalls_62 373 posts  |  Last Activity: 4 hours ago Member since: Nov 10, 2009
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  • Reply to

    Where are the longs? All I hear are crickets!

    by harrydale26 Sep 17, 2015 9:40 AM
    smalls_62 smalls_62 Sep 17, 2015 10:14 AM Flag

    They slept in because there is no worry here as VZ will continue to build and maintain the best network with the best coverage. 5G announcement speaks volumes....

  • smalls_62 smalls_62 Oct 14, 2015 10:15 AM Flag

    Sprints network is horrible, especially for travelers. If you are within a strong market coverage area and don't stray from it often, then a maybe. Otherwise, Sprint's network makes plan pricing comparison a joke for a great many. VZ far the best, AT&T, ....and then those other two....

  • It expects "some level of commercial deployment" to begin by 2017 for next-generation wireless. That's much earlier than the common industry belief that 2020 will mark the start.
    Read the article for more detail. Like I wrote, dumping the final mile fixed line on Frontier is the disposing of a soon redundant asset while also serving as a way to unload pension liabilities of the fixed line. VZ management pretty sharp. They will be well served buying out the 45% stake in the Wireless division previously owned by Vodafone. Same services offered with lower costs than fixed lines.

  • Reply to

    AT&T stock

    by johnc57101 Oct 21, 2015 4:07 PM
    smalls_62 smalls_62 Oct 21, 2015 4:15 PM Flag

    Keep pumping the dividend while this pig continues to underperform the S&P. RS should have been sent packing after the TMUS debacle.

  • Reply to

    Cannot Remember

    by vincent90157 Sep 14, 2015 10:58 AM
    smalls_62 smalls_62 Sep 14, 2015 5:36 PM Flag

    Can you remember when Stephenson took the helm at AT&T when the Dow was 2400 points lower and T was bumping the $40 print? -guess not. Dow, even with the recent downturn, up 30% with T down 13% since Stephenson has ran the show.

  • smalls_62 smalls_62 Sep 25, 2015 4:07 PM Flag

    I see no news. Do you realize you could be imprisoned for several years and receive heavy fines for posting false information like this? Apparently not.

  • Reply to

    T doubles every 6 years

    by boneey12345 Sep 2, 2015 6:14 PM
    smalls_62 smalls_62 Sep 3, 2015 10:26 AM Flag

    It would be nowhere near being cut. Your analysis skills obviously not sharp because you still haven't been able to answer a fairly simple question about AT&T FCF change YOY after adjusting for AT&T's big cut in capex spending. Appears boneey might just be one of your other IDs as you cherry pick a bottom of the market starting point just like you always try to peak a very brief peak price point to attack VOD share price performance.

    AT&T dead money since Stephenson took them helm even with significant share buybacks.

  • Reply to

    Upgraded Today

    by vincent90157 Sep 2, 2015 11:54 AM
    smalls_62 smalls_62 Sep 2, 2015 3:38 PM Flag

    Guide up on synergies? ROFL They've already done that big time in a prior ER that strategically moved the focus off of an otherwise poor YOY performance. Nearly 70% of M&As don't hit synergy claims and given how bad AT&T missed their 2014 estimates I don't see T management being in the 30% of those making the synergy estimates. AT&T bought a pay TV player whose market moat is evaporating. A waste of nearly $90B to get the deal done. Going to be ugly, ugly like AOL-Time Warner deal.

  • smalls_62 smalls_62 Sep 2, 2015 3:33 PM Flag

    Propping up the pig as the big money tries to get out from under the burgeoning debt load AT&T took on to buy a buggy whip TV delivery company about to find itself surrounded by new competition under Title II. Bad time to be inundated with high debt that has little room for restructure/longer amortization. VZ may have taken on a significant amount of debt to buy the 45% share of the VZ Wireless division but most of that debt is structured over just five years and VZ picked up the 45% of VZ Wireless cash flow. T on the other hand has the debt of DTV assumed plus new debt issue to fund the cash portion of purchase and new dividends and new fiber build requirements with little wiggle room in debt structuring. The ability to boost capex as the race for 4.5G/5G explodes under small cell design, AT&T not in a good financial position to deploy the new technology as aggressively as say Verizon or a Google banging the market.

  • Reply to

    Citi Ups AT&T To Buy .........

    by treword77 Sep 2, 2015 11:11 AM
    smalls_62 smalls_62 Sep 4, 2015 1:59 PM Flag

    Was a good one until T leveraged the farm to buy an AOL rerun in DTV.... Imploding market barrier just like AOL when bandwidth expanded.

  • Reply to

    T doubles every 6 years

    by boneey12345 Sep 2, 2015 6:14 PM
    smalls_62 smalls_62 Sep 3, 2015 9:31 AM Flag

    Really? ROFL. AT&T has went DOWN since Stephenson took control of AT&T back in 2007....and that is even with several large share buybacks.

  • Reply to

    wow...getting hammered again.....

    by treword77 Sep 10, 2015 10:16 AM
    smalls_62 smalls_62 Sep 10, 2015 12:09 PM Flag

    Nope. That's a good couple years out as it becomes apparent the capex can't be cut and DTV revenues slide.

  • smalls_62 smalls_62 Sep 11, 2015 12:28 AM Flag

    The very early days might the earliest of those deploying might try to pull the same but the competition that will soon follow won't allow the gouging..... just like the early days of VZ and T limited talk text plans.... Get the point? If VZ doesn't lead the way then someone else will with 5G. VZ isn't ignorant to Google working on its proprietary 5G opposed to the current carrier field that would be purchasing technology from the likes of Ericsson, Samsung, Huawei et al. First to market usually gets the worm just like VZ running the coverage map on 4G. T's debt structure and cash flow so ugly from DTV acquisition and that 3rd rate carrier network in Mexico it just bought its way into that requires big capex..... VZ's game to lose and it looks like they are aiming to stay ahead of the competition. Anything delivering +100 Mbps per device (5G WELL beyond) is more capable than any current needs, even streaming 4K TV. Read up "5G 1tb" BOOM! goes the mobile bandwidth capacity meter......

    Fixed line final mile fiber will be more costly to deploy and maintain than 5G. VZ very smart unloading its fixed line while it has value ......and sent significant pension liabilities with it. VZ management is sharp....T?, ROFL. DTV=AOL rerun.

  • Reply to

    Cannot Remember

    by vincent90157 Sep 14, 2015 10:58 AM
    smalls_62 smalls_62 Sep 15, 2015 9:42 AM Flag

    Good for you on holding DTV for a nice run to its market peak culminating in a blind squirrel buying it just before market barriers collapse. There were a lot of AOL shareholders that enjoyed the same kind of run. Would be good for you to move on as you shouldn't be expecting anything but dead money now.

    DTV+T=AOL+Time Warner rerun

  • smalls_62 smalls_62 Sep 10, 2015 12:47 PM Flag

    VOD has growth/expansion in store while DTV is going to get hammered as bandwidth expands and changes the pay TV landscape drastically. The structure of M&As can make all the difference in the world too. DTV has an +$18B fiber build ear tag requirement tacked onto the deal that isn't shown in the debt level but will impact T's financial going forward. VOD on the other hand had cash already earmarked for the massive upgrade of its networks to make them best of pan-EU.

    Your playing golf may involve a cheap roll out putting green you bought to keep you busy in your rent by the month hotel in a run down neighborhood of Galveston.

  • Reply to

    Analysts Ratings for T- currently 13 = Strong Buy

    by aka_elrod Sep 15, 2015 1:15 PM
    smalls_62 smalls_62 Sep 15, 2015 1:33 PM Flag

    The Street? Is that the same drivel source Cramer network which was calling Lehman a buy just days before it collapsed? ROFL "reasonable debt levels by MOST measures". Cash flow straining on the mountain of ++$100B in debt with DTV headed into a collapsing market barrier. Have to laugh at the last sentence as it speaks for itself. Makes me think of the disclaimer 'Past performance not indicative of future results'. although they often go hand in hand. One word could be an understatement, LACKLUSTER. DOA

    DTV=AOL rerun

  • Reply to

    AT&T paying down debt

    by warmwithslightbreeze Sep 10, 2015 5:51 PM
    smalls_62 smalls_62 Sep 11, 2015 11:28 AM Flag

    You still won't discuss the AT&T/DTV numbers. I just pointed out the only reason DTV had a few B on hand for debt reduction is because it took so long to close the deal. That few B will now be burned on interest and new dividend costs associated with the purchase structure.....and let me remind you nearly 70% of M&As don't meet their claimed synergies. Let alone pay TV is experiencing heavy cord cutting AND the market barrier is about to collapse. Nearly $90B price tag.....for a buggy whip. Stephenson will go down as this decades version of Gerald Levin.

  • smalls_62 smalls_62 Sep 17, 2015 10:20 AM Flag

    #5 is the key. Not until 5G is being put in place and consumers stream their home TV over wireless. VZ selling mobile (that can be bounced to a fixed in home TV) TV subscriptions will then provide the growth opportunity for the door to be opened to unlimited data.

  • Reply to

    Cannot Remember

    by vincent90157 Sep 14, 2015 10:58 AM
    smalls_62 smalls_62 Sep 15, 2015 10:25 AM Flag

    LOL Sure buddy. If your certified to teach physics at anything beyond the prep level, which doesn't take much, then I've been to the moon. Not too bright talking up the dividend when share price has been negative return for the last eight years. Rather obvious you don't consider opportunity costs. A Dow fund is a simple enough alternative investment that smokes an AT&T holding. The yield is fool's gold.

  • Reply to

    Dead money, floundering company

    by rwh4fshg Sep 17, 2015 9:03 AM
    smalls_62 smalls_62 Sep 17, 2015 10:17 AM Flag

    VZ knocking out big debt. VZ may be relatively flat performance bouncing between mid $40s to low $50s for next few years but then VZ will have debt eliminated and a mountain of cash flow available. At that point it will be significant dividend hike and/or share buybacks with all that cash flow.

    Long oil too......

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