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Vodafone Group Public Limited Company Message Board

smalls_62 757 posts  |  Last Activity: 6 hours ago Member since: Nov 10, 2009
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  • Reply to

    IN the event Echo decides to delete his topic

    by smalls_62 Dec 24, 2014 3:10 PM
    smalls_62 smalls_62 6 hours ago Flag

    Yep. Now the TMUS CEO has used the funds to bring TMUS into a price war as well as using the all important spectrum to complete a competitive national coverage network. When you think about what TMUS has done to T's revenues with the aggressive pricings, the failed AT&T bid for TMUS has cost AT&T a lot more than the $6B-I-G ones. They handed the keys to TMUS becoming a serious competitive threat and now VOD is going to piggyback that as an MVNO which will bring a serious and immediate threat to T and VZ international business customers. Leads to even more lost profits beyond the $6B figure.

  • smalls_62 smalls_62 Dec 26, 2014 7:18 PM Flag

    Google running millimeter spectrum tests.... 5G with targeted commercial deployment by 2020=just five years out for 10gbps over mobile....5G standardization work expected to begin in 2016. The driver for G.fast has been Huawei while 5G is DOCOMO. Lots of info out there for 5G.

    If 5G is just five years out and it will be a 25 year payout for DTV debt load, why is AT&T bothering with DTV?

  • They expect these companies to finalize rollout plans in preparation for commercial G.fast equipment hitting market mid 2015. Many other makers of G.fast recently indicated VOLUME production of G.fast hitting the market 2016.
    G.fast Field Trials Underway Says ADTRAN

    Found in another piece from earlier this year that Frontier Communications was to field test late 2014. T and CHTR have also been named as 'interested' in G.fast but find nothing on field testing about them. Given VZ halted its fiber build about the time Huawei began development of G.fast I would suspect they too are interested as a third of their fixed line head count has not received full fiber. T, CTL, and Windstream all could benefit heavily from G.fast.

    G.fast: Sckipio has the chips
    "The interest is crazy....it's not just the European telcos,....seeing demand from Latin America, the U.S. and just about everywhere. Some want to go to advanced trials as soon as we can supply the gear. ...

    If this isn't enough to indicate IPTV is coming the talk of 5G potential exceeds 3 gbps or even 10 gbps. Google running tests with filings while T expressing some interest. It all equals no need for T to be buying DTV. A major waste of $70B.

  • smalls_62 smalls_62 Dec 26, 2014 5:36 PM Flag

    You sell the put contract. Places you on the hook for buying the shares if the buyer of the put contract exercises the option. As the seller of a put you are betting the price stays above the exercise price through expiration. If you sell a put today at $34 strike you pocket the premium but if the price drops to $32 print and is then exercised you are buying X number of shares at the $34 strike price that are worth less than what you are paying. Not a bad strategy for stocks that are historically range bound to collect premiums but options aren't for the faint of heart.

    Is broker involved? Do you use an online trading platform and are you authorized to trade options? Yes, usually a broker of some kind in your local broker or an online platform.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 4:55 PM Flag

    My English just fine. Not here for an English exam. Do some DD. Several analysts on Bloomberg were making fun of T when it announced the purchase of DTV and called it the purchase of a dinosaur technology. LTE-A and G.fast will blow the door wide open on IPTV and therefore the TV bundler market. T will be sitting on heavy debt levels just as increased cash flow pressure hits they will be getting hammered by heavy competition pricing.

    Before the Klown brings up VOD again...Stephenson himself said someone was going to make a lot of money on 4G in Europe....and VOD is the one. Project Spring will bring EU coverage to +90% 4G coverage while most competitors are debt laden and many limited to national exposures vs. continental. Similar to state or regional telecoms struggled to compete in the U.S. which lead to national leaders. VOD is becoming the VZ of Europe.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 4:34 PM Flag

    The difference for VOD/T tie up vs. DTV? bandwidth game changers coming in technology both for mobile and fixed line. Dual band carrier aggregation and G.fast vaults bandwidth upward.

    LOL T a $100 stock when mobile and TV bundling getting major pricing wars. You are very funny. Do some DD please. Bill the Klown ignores the competitive storms hitting T and DTV. T by way of smaller competitors finally building out competitive networks and DTV by way of IPTV taking local TV markets from 3 or 4 competitors to dozens since TV bundlers no longer have to own the delivery pipe using the IP delivery method to offer TV bundles.

    Yes, I did like a merged VOD/T because it would have created a global communications beast with top of the line global coverage in a world of growing globalization. VOD said pay up or shut up. T buying a street walking #$%$ while VOD has announced it will piggyback TMUS network in the U.S. as an MVNO. Essentially adds another nationwide U.S. competitor for mobile just as TMUS network will be completing a nationwide LTE rollout and LTE-A in the 23 of top 25 markets by late 2015.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 4:18 PM Flag

    One in the hand.....Mitchell. This deal doesn't close then prepare for DTV to go back to the $70s print and over the next handful of years to become an AOL rerun of when bandwidth took a giant leap from dial up to DSL. LTE-A and G.fast are major game changers coming real soon.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 4:15 PM Flag

    LOL Maybe the very reason you should listen up. You have a biased opinion while I question the merits of satellite TV outlook as well as mobile carrier price war. TMUS is building out its LTE network to be on par with VZ/T by end of 2015 as well as launching LTE-A in 23 of the top 25 markets in the U.S. by end of 2015. Third party test results have shown TMUS making great network coverage strides while offering much lower plan rates. T's earnings would have fallen 17% YOY if one adjusted for accelerated recognition of iPhone installment plans all up front.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 4:11 PM Flag

    Yes you can go wrong by holding. T itself has indicated debt leverage will be at high levels......and revenues will be coming under pressure from both mobile and satellite TV becoming exposed to IPTV.

  • smalls_62 smalls_62 Dec 26, 2014 4:08 PM Flag

    BEGINNING no later then middle 2016 but some limited beginning by late 2015 from not only G.fast but LTE-A as well. Revenue shrink will vary based on how aggressive deployment is and how DTV will try to defend market share. No matter the rate of revenue shrink, it isn't good to be buying a satellite TV bundler on growth multiples is it? DTV=AOL rerun. AT&T should be attempting to steal this market share with LTE-A, G.fast and fiber of its own instead of spending $70B for a market position that will come under heavy pricing pressure.

    The boundaries of existing bundlers no longer restricts them to the territories in which they own the delivery pipe. Xfinity, DirecTV, Time Warner Cable, AT&T U-Verse, Verizon FiOS, Optimum, Cox, Charter, Suddenlink, Mediacom....Amazon, Google, Apple TV, DISH. It isn't just the new competitors that makes up the 25. Existing bundlers in the U.S. will be able to compete without owning the delivery pipe. Big fish like Amazon, Google, Netflix and Apple would all be considered new players to many/most markets. DISH's Ergen has acknowledged the writing on the wall but Stephenson appears illiterate or tone deaf to Ergen's comments. VZ singing the same tune as they commented they would have interest in DISH's spectrum assets but nothing beyond.

    Content providers may just circumvent the bundlers and go ala carte and so many already have positioned accordingly with HBO one of the more recent big names. NBA, NHL, MLB etc etc. Even CBS. Content providers get the ultimate upper hand. Everything could move to app based on Smart TVs. However, the weaker content quality clinging to bundle inclusion will be the ones to suffer. IPTV leads away from 200 channels of trash to get the handful of channels one really watches. ....and before the Klown goes off about Sunday Ticket I will reiterate only 10% of DTV cares about the NFL and the other 90% of subscribers will be exposed to cheaper alternative bundlers.

  • smalls_62 smalls_62 Dec 26, 2014 1:49 PM Flag

    Debt is relative to cash flow/earnings. Posting cash vs. debt is meaningless without any context. Now consider high debt service on SHRINKING cash flows is context. Margins beginning to suffer due to a mobile price war or buying a pay TV bundler about to suffer the same price war issue via IPTV bringing dozens of new competitors is a reason for raising concern.

  • Reply to

    T?

    by mvmitchell99 Dec 26, 2014 1:05 PM
    smalls_62 smalls_62 Dec 26, 2014 1:45 PM Flag

    I hold neither but If I held DTV I would be selling really soon. There is significant risk in the DOJ or FCC blocking this proposed sale to T.

  • smalls_62 smalls_62 Dec 26, 2014 1:45 PM Flag

    A bump for Mitchell

  • smalls_62 smalls_62 Dec 26, 2014 1:42 PM Flag

    They are indeed.....but so are dozens of others. With increased competition comes lower margins and is simple economics. Until adequate bandwidth is in place the typical local markets have had three choices (up to this point DISH, DTV and a local cable company) and in 1/3 of country VZ fios or T U-verse for example. That all changes with adequate bandwidth. If consumers don't have a cheap add on TV bundle from their higher bandwidth ISP they will go shopping for another bundler or go ala carte. If I had bandwidth beyond my garbage DSL I could piece together an ala carte streaming bundle today which would include HBO for half the price I'm paying to DISH. TV bundling margins get very thin with the bundlers not having to own the physical delivery pipe provided by IP. ISPs with +100mbps bandwidth will have a good barrier to entry but the TV packaging will be thin margin as IP allows the consumer to go shopping among dozens of TV bundlers. Satellite can't get that kind of bandwidth.

    Why T is buying DTV is a mystery to many analysts as well as myself. This move by AT&T is like Time Warner crawling in bed with AOL just before dial up went by the wayside with DSL opening up the market to numerous new ISP competitors. LTE-A, G.fast, DOCSIS and full fiber is going to open up the IPTV market. Decent amount of LTE-A will be deployed in 2015 - Even lowly T-Mobile will cover 23 of top 25 populated markets with LTE-A in the next year. G.fast deployments limited in 2015 but in large quantities in 2016 as production ramps during 2015 since G.fast standards were just ratified a couple weeks ago. DOCSIS has already seen some moderate deployment in select market and will continue expansion. Google is working on a last leg millimeter spectrum technology to allow for wireless fiber like speeds from the curb or alley based fiber cabinet.

  • Reply to

    Analyst thinks VOD will buy SKY Satellite

    by smalls_62_spamalert Dec 25, 2014 11:42 PM
    smalls_62 smalls_62 Dec 26, 2014 12:26 PM Flag

    Verizon has fibered up 70% of the homes in its footprint, the remaining 30% is a very large market. Its copper wire broadband subscribers are susceptible to being picked off by the local cableco, not only for broadband but also telephony. Verizon has

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 26, 2014 11:31 AM Flag

    40 ft high with 12" diameter? Doubtful unless you live in Cali around the redwoods and sequoia. You are as clueless to tree trimmings as much as you are to straight line winds. Not hard to remove. Really quite simple. Rent a lift if it is 40' and cut them off in small enough sections it wouldn't damage any home or shed. I've done it. Half day to full day project with one good chainsaw to complete such a task. Two good people with a chainsaw will make for full removal of that entire tree in a few hours)....or call a tree removal/trimming service if you aren't physically capable. Not that big of a deal if the NFL Sunday Ticket is that important to you. IF you are going to spend up to $400/yr on Sunday Ticket then the tree removal is small expense on a relative measure. Building a mountain out of a mole hill with trees and winds supposedly preventing satellite subscription. The heavy urban sky risers with no place to deploy a dish is your only real gain in streaming offering for NFL....and even with that only 10% at best give a hoot about NFL Sunday Ticket.

  • Reply to

    Roll that High Speed Internet out Smalls/Nige

    by foxnewzz Dec 24, 2014 12:16 PM
    smalls_62 smalls_62 Dec 26, 2014 10:34 AM Flag

    Nope, if people wanted Sunday Ticket then they already have the avenues. Trying to blame it on trees preventing satellite deployment is laughable....including that trash you tried to post about straight line winds. Straight line winds garbage made my stomach hurt from laughter. Ignorant fool.

  • Reply to

    IN the event Echo decides to delete his topic

    by smalls_62 Dec 24, 2014 3:10 PM
    smalls_62 smalls_62 Dec 26, 2014 10:30 AM Flag

    Your criticism of TMUS for the offense is hypocrisy to the core. TMUS share price performance isn't relevant in the topic discussion of the fine being levied but typical Klown attempt at misdirection. Back to my post to maintain this information.....

    TMUS busy deploying a network that will soon put it at par with VZ and T for LTE and with plans for LTE-A for 23 of top 25 U.S. markets to be covered by end of 2015. At what point does a consumer continue to pay twice the plan rate for a service they can obtain over another provider network? TMUS is finally becoming a real threat with its aggressive pricings and a network that is swiftly catch up to the big two. VOD set to piggyback the TMUS network as an MVNO to target corporate accounts puts both T and VZ on notice. T will not only be getting hammered on pricing for mobile service, it will be getting hammered by dozens of pay TV bundlers coming via IPTV. IF I was a shareholder of T I wouldn't walk away from my shares, I would Sprint....[LOL] because of aggressive competition pounding on revenues.

  • Reply to

    Analyst thinks VOD will buy SKY Satellite

    by smalls_62_spamalert Dec 25, 2014 11:42 PM
    smalls_62 smalls_62 Dec 26, 2014 10:16 AM Flag

    Show us where the dividend was cut Klown. They increased it a token amount like T just did recently.

  • smalls_62 smalls_62 Dec 26, 2014 10:01 AM Flag

    4K will be delivered over many pipes. Satellite capable but so is LTE-A, G.fast, DOCSIS and full fiber. The only way DTV is the choice for its current subscriber count is bundler price drops as the competition comes busting in the door. Sure, DTV will be the choice for millions for a long time. AOL still has a couple million subscribers over dial up too. LOL

VOD
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