Wed, Jul 30, 2014, 7:20 PM EDT - U.S. Markets closed


% | $
Click the to save as a favorite.

Sierra Wireless Inc. Message Board

st067753 13 posts  |  Last Activity: 7 hours ago Member since: Mar 16, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Yes, Softbank and now Sprint have Fiscal Year Ends of March 31.

  • st067753 st067753 Jul 29, 2014 2:58 PM Flag

    Then there is the matter of price and the cost of integrating incompatible networks—a slog Sprint already endured with Nextel. A speculated price of $40 per share, or $49 billion including net debt, would value T-Mobile at a rich 10.6 times trailing 12 month earnings before interest, taxes, depreciation and amortization. That would be twice AT&T's valuation.

    Given the alternative of going it alone, this seems like a call Sprint has to make. Unfortunately, it will probably be forced to do so collect.

    (Tomorrow mornings earnings and mainly guidance could be interesting)

  • The race to the bottom in wireless costs could be a marathon—something that bodes poorly for Sprint Corp. S +2.62%

    In a distant third place among the four major players in the U.S. market in terms of customers, its hopes hinge on teaming up with No. 4 player T-Mobile US Inc. TMUS +0.48% The problem is that U.S. government regulators have expressed concern about the contest remaining competitive.

    Sprint is by far the worst-performing of the national wireless companies this year, having shed 28% of its value. Without a deal, and perhaps even with one, minority shareholders in Sprint could be in for more pain.

    Results Wednesday for its fiscal first quarter could give Sprint a rare bit of relief. Its quarterly loss is seen shrinking to 5 cents from 21 cents in the year-ago period. Analysts have improved their estimates recently.

    The key figure for investors is the change in lucrative postpaid subscribers. From 2013 through the first quarter of this year, Sprint lost 2.5 million postpaid customers. Meanwhile, AT&T Inc. T +2.82% gained 2.4 million, Verizon Communications Inc. VZ +1.36% added 4.7 million and even T-Mobile snagged 3.3 million. Ironically, the aggressive pricing that fueled T-Mobile's growth may bolster regulators' case that four companies are better than three.

    But Sprint's majority owner SoftBank Corp. is desperate to stanch the bleeding, both in customers and earnings, by partnering with T-Mobile. And while Sprint has yet to make a formal offer, it may team up with its rival to buy a block of wireless spectrum.

    Actually joining the two companies could take more than a year and involve considerable financial risk, though. That includes the cost of arranging bridge financing and possibly a large fee payable to T-Mobile if regulators quash a deal.

  • This sure doesn't sound like two companies that plan to come together anytime soon.......

    To all of you holding hope for a Buyout or Merger or whatever you want to call it. BAAAHHH HAAAA HAAAA!

  • st067753 st067753 Jul 14, 2014 11:11 AM Flag

    Whigglee, we all your Pro-Sprint, but calling out TMUS on this report and not calling out Sprint as sucking as well just makes you look like a blinded fool. And, TMUS hasn't been working on a network upgrade for 4 years.

  • Reply to

    Verizon Q2 1.4 million sub gains

    by pumptard Jul 10, 2014 1:39 PM
    st067753 st067753 Jul 10, 2014 2:22 PM Flag

    In BIG Trouble.

  • st067753 st067753 Jul 9, 2014 7:09 PM Flag

    Funny how you left this part of the article out of your prior post. (A $5 price target) So what perspective are you trying to send, I wonder? As I've said before, if the "Merger" would go through, then Masa Son would have announced it by now. He's not willing to risk a rumored $1B break up fee at this stage and I don't blame him, because the US Gov't isn't going to let it happen.

    "Morgan Stanley holds an Underweight rating on Sprint and $5.00 price target. Bearish on the stock, the analyst reported that the company's "competitive position is challenged. We expect strong competition from industry peers who have eclipsed Sprint's footprint with 4G / LTE to pressure growth."

    The firm added that Sprint's large debt and free-cash-flow burn continue to weigh on the company. Quality and Network Vision execution risks could also take a toll on growth.

    Although Equal-weight rated T-Mobile appears more attractive to investors, Flannery noted that the "sustainability of momentum is a wild card." Morgan Stanley remarked on numerous potential risks including competition, "aggressive" pricing by peers, high leverage, auction spending, and a higher capex."

  • Reply to

    Is timing really everything here for Sprint?

    by mr_whigglee Jul 1, 2014 1:52 PM
    st067753 st067753 Jul 1, 2014 3:00 PM Flag

    The Ericsson Folks are focused on the business at hand??? It's been 4 years since the announcement of NV and they still aren't done. And, Ericsson lost the contract for participation in "Sprint Spark" (ACLU, Samsung, and NSN) which is supposedly the network that is going to make "Sprint a successful competitor" so your point about the Ericsson Folks goals is irrelevant.

    You are right though in that my conversations are with Sales & Marketing as they are on the hook for subscriber and revenue growth.

    Lastly, you missed the point of my earlier post, I was simply saying that Sprint is neither a good Long or good Short position at this point. And isn't worth consideration until Son decides to announce an offer for TMUS or announce that any deal is off the table & Sprint will go it alone.

  • Reply to

    Is timing really everything here for Sprint?

    by mr_whigglee Jul 1, 2014 1:52 PM
    st067753 st067753 Jul 1, 2014 2:15 PM Flag

    If Masa Son thought the deal was going to pass the DOJ & FCC, he would have announced it weeks ago. If you talk to Sprint employees, they are waiting for this to happen which has put there business & strategy planning in limbo. Son needs to announce an offer or announce that they aren't going to pursue TMUS. Until one of those things happens, Sprint isn't worth consideration of a Long or Short position.

  • Reply to


    by lollipopkids Jun 29, 2014 9:40 AM
    st067753 st067753 Jun 29, 2014 10:53 PM Flag

    Let's remember that Peter and Kenneth have been removed from their roles so I have no reason to give them any credibility on anything they said on the Q1 conference call.

  • st067753 st067753 Jun 24, 2014 8:35 PM Flag

    I agree with you 100% and, if my chart is right, Sprint closed today below the 200 DMA.

    Honestly, I don't think I've ever seen so much talk about one company buying out another company before a formal offer is even made. When Warren Buffet buys a company, you learn about it when it's announced. Google, Facebook, Cisco and countless others are the same way yet Sprint/Softbank continue to leak news to the press testing the waters of public opinion and trying to get market analysts to back it.

    The only reason they haven't made a formal offer is that they know they don't have the votes for Gov't approval and they are hoping they can force the hand of the DOJ & FCC through public opinion. Unfortunately, the public could care less. Now, they are trying to use the AT&T/Direct TV & Comcast/Time Warner as gauges for justification, but those won't be resolved until 2015 or longer.

    Sprint is on life support and, whether or not they can buyout TMUS, it still may not matter as independently or together with TMUS, they have a long road of losses ahead of them.

  • Reply to

    Lord Hesse on Bloomberg TV.....

    by mr_whigglee May 6, 2014 12:02 PM
    st067753 st067753 May 6, 2014 4:10 PM Flag

    Did you not listen to the end of the interview? "IF" another company were to merge with Sprint do you see yourself as the CEO? "I have other interests" "I'm 60 years old" " I wouldn't mind if someone else took over"

    Clearly, Sprint #1 strategy is to buyout TMUS and when that doesn't happen or isn't approved by the Gov't, Hesse will be the first to go. Sprint dropping the price on their Pre-paid plan to match TMUS is exactly what the US Gov't wants to see and helps argue their case for not approving a deal. And without a deal, Sprint will have to produce the network that they've been talking about for 4 years which started with Network Vision & now Sprint Spark. (Which I hope everyone knows is the same thing as Network Vision was touted as bringing the 800, 1.9, and 2.6 bands together but it has taken so long they came up with a new Brand name "Spark" for the upgrade)

    And I'm amazed how Hesse tries to spin that our stock is up 18% since Q1 earnings was released last week when the stock is down 20% YTD. LOL!!!

  • $121M in rev and on path to $500M to $525M for the year
    $165M in cash (including the escrow deposit)
    No Debt
    Huge Expected growth in M2M/IOT
    Reported $.02 EPS vs. $.03 expectation
    Market Cap of only $615M (25%+ in cash)

    Please, someone share the "Bear" case on SWIR as I'm trying to understand what I'm missing?

19.29+0.23(+1.21%)Jul 30 4:00 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.