Who is going to be a buyer? Do you want to invite in a new market player? That would be as stupid as Stephenson over at AT&T giving cash and spectrum to TMUS in the failed bid.
LOL. Spent your Xmas reading Sprint message board? Perfect for the known which leads one to believe you and worm are one and the same. First you guys pumped Latin American expansion but now AT&T is ending the message of being open to dumping everything south of Mexico. The synergy number will be a joke just like this trash 1.4GHz line of garbage. Many analysts thought the combo would be churn reduction but last quarter shows subscriber losses still mounting. DTV just made T fatter and exposed to a collapsing market barrier.
AOL made Time Warner into a bigger but exposed company too.
Yes, there is a floater in the pool and Stephenson did it with his eating of DTV. Now he is telling you that floater is a Snickers candy bar and you Klowns are staying in the swimming pool. Someday you'll realize it isn't a candy bar and you should have gotten out of the pool.
I too used one of those bag phones but it wasn't mine. I packed a startec phone for ages until they quit doing updates for it. That analog would give a signal on long cross country highway travel. The newer, fancier phones didn't hold a signal for sheet.
Telecom will adjust....but AT&T leveraged the farm for a commodity bundled on a dinosaur delivery system. Your premise of low end being the cord snipping has been debunked. One report shows high enders to be slightly more likely to cut the cord than lower incomes but very little difference worth mentioning income levels. T will move into 5G eventually but has a mountain of debt for satellite delivery that will be a redundant and inferior delivery method with 5G. Commodity margins are usually thin and TV BUNDLING will become a thin margin business. TV bundling vs. telco are two different businesses with you wanting to assume bundling can readjust. Yes, readjust with with OTT's not having the same overhead of nearly $40B in attributed debt and near $1B in annual dividends to be paid. DTV margin needs are greater than an OTT.
As for product for free, if you used a bag phone, you also remember providers have been giving away content for free for decades and decades and make their money on advertising. (Hello rabbit ears!) Why do you think VZ bought the AOL remnant? Advertising revenue for its streaming TV product possibly? LOL Stephens is always a step or two behind....building fiber while final mile fixed lineis being dumped by VZ.
ROFL. Or you will have someone crucify me? So you are incapable of doing it yourself. Keep posting klown. Live entertainment.
I remember 500 minute mobile minute plans and limited text plans too. Overage was ten cents a text. This data price gouging will go the same way as limited talk and texting. TMUS is already rolling out unlimited video plan although it is 720p. That will change as new infrastructure/tech gives way to LTE-U and 5G. VZ is dumping final mile fixed line and rolling out a streaming TV service. Tell me they are going to charge for exceeding data on their video streaming biz....data caps will be deep sixed and TMUS jumped the gun on everyone. AT&T bought an AOL reru in DTV.
Great diversion away from the bad positioning by AT&T in a inferior satellite and final mile fiber build. VOD value will be recognized in due time but it's not part of this topic/subject. The squirrel will become the Gerald Levin of this decade. Keep in mind it took a couple years after the AOL-Time Warner marriage befor the ignorance of the move was being recognized. LTE-U is going to cause enough fits as TMUS and VZ charge into that field to pour kerosene on wireless speeds. Meanwhile AT&T continue to pour money into dinosaur satellite and inferior final mile fixed line infrastructure.
I may just be the canary in the coal mine. Ignore my "alerts" at your own peril.
So now AT&T has bought a satellite TV dinosaur by promising to plow capex into another peaked business model business of fixed broadband (12.7 million new FTTPs in four years). Meanwhile, as I have stated, VZ is better positioned as it dumped final mile fixed broadband and is plowing into cutting edge wireless with 5G commercial deployment planned for 2017. The squirrel likes being in the pickle barrel. First TMUS debacle, then DTV joined by the FCC with the FTTP build requirement.
Sentiment: Strong Sell
Not so cool when you have AT&T that has to build out 12.7 million FTTPs in the next four years. VZ heading in the right direction dumping final mile fixed line and spearheading the race into 5G.
....expects FCF of $15B in 2015. AT&T expectations vs. delivery in 2014 missed the mark. Just as the generalshusband stated, you also have dividend obligations against that FCF of near $12B. That's 80% of the projected FCF in dividend obligations and AT&T now has large infrastructure spending needs in its third rate Mexico market position as well as that FTTP build promised to the FCC for the DTV approval. T can reallocate capex but they have to cut somewhere to avoid FCF being inadequate for meeting their dividend obligations.
Hello VZ 5G......and even more cord cutting as competition heats up with new capex saving technologies G.fast and DOCSIS 3.1 as a defense to 5G stealing the ISP position. Data caps will be dumped in a couple years as competition heats up in the ISP market.
data caps will go the way of minute caps and text caps in due time. Competition will eventually drive it there. Until then you see the gouging occur.
It's a bad use experience so far and still in its infancy UNTIL bandwidth expansion occurs. Bandwidth expansion is coming on multiple fronts over the next two years. That will change user experience. It does not cost more and is a joke when the misleading klowns count ISP charges when most people are already paying for an ISP. What may be the real hatchet to cable and DTV/DISH is VZ rolling 5G with its ORGANIC TV bundle. With 5G speeds and an on demand, mobile TV source, VZ eliminates the need for a fixed line ISP and satellite TV bundler. Will be interesting to watch VZ's pricing. They can price cheaper than AT&T because AT&T has nearly $40B debt directly attributed to their TV bundle plus nearly $1B in dividend expense. The fight will be to become the choice ISP while TV bundling becomes a very THIN margin business. VZ much better positioned than AT&T. AT&T has the keys to the auto but went and leveraged the farm to buy a buggy whip maker. This was even dumber than handing keys (spectrum) and cash to TMUS in the failed takeover.
Apple already announced it is abandoning the pay TV bundler game and will instead focus on supporting the many apps/act as the interface for the many OTTs. AT&T will be choking on a declining market share/margin in DTV while it builds out 12.5 million FTTPs while VZ will be rolling out the superior 5G MOBILE video delivery beginning in 2017 - 5G that will eliminate the need for the fiber to the premise. VZ is way undervalued as it is unloading final mile fixed line to Frontier. VZ will avoid the declining value in final mile fixed line while AT&T takes it on the chin for the 12.5 million new fiber runs AND the DTV business model getting attacked by OTTs.
"Saw where Nige posted yesterday. He and Smalls are on ignore. I make fun of them both, but haven't read a word they've written lately. I get paid, I make fun of them.......they don't get paid and they don't get heard.
"Poor Smalls.....works 9 to 5 and replies to himself as Nige_co to prop himself up because I've forced him to live here for 2 years... posting about a......"
What a klown act. One minute you're claiming Nige and I are two different people and the next post you claim Nige and Smalls IDs are the same person. ROFLMAO The klown act continues for the worm.
LOL The same old garbage by the klown. Keep pumping the yield. I imagine people were pumping Seadrill's yield before it was cut and the share price took a massive dump. The yield is high because there is significant risk in AT&T financials, cash flow, and exposure to cord cutting under DTV. I have yet to see Berkshire buy any AT&T either. Stop misleading.....MO of the klown.
Before celebrating increased FCF, take a hard look at capex levels/changes YOY. Capex is going to have to increase due to the FCC required FTTP build. I guess AT&T can but back on the rest of their infrastructure spending while building the FTTP only to watch Verizon roll out 5G and steal not only mobile customers but pay TV (both Uverse and DTV) customers as well.
If VZ's future is cloudy then AT&T's should be referred to as a nasty [manure] storm.
Nearing two years of entertainment provided by the klown using multiple IDs. I've never used multiple IDs like the klown.
190p possible. Then it is in hostile takeover territory. The price should be trading in the 250p area at least (low $40's).