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Dish Network Corp. Message Board

teamrep 582 posts  |  Last Activity: 17 hours ago Member since: Dec 4, 1997
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  • teamrep teamrep Sep 8, 2014 6:24 PM Flag

    The lawsuit by freakishly lame Parkervision/McKoolaide is hardly a concern that Jacobs would spoil a fun event over. I bet it never gets mentioned. There is much more that Qualcomm and Jacobs personally are known to have interests in that can benefit from good relationships with the White House and US Congress. Further patent reform has almost become a mute point following recent Supreme Court rulings and prior changes including the IPR process. As it looks to me, there will be no major patent reform legislation that passes both houses and gets signed into legislation through the remainder of Obama's term. The recent S.C. rulings will take time to have an impact as lawyers test the rulings in the lower courts using, perhaps, modifications to their defense approach which stress prior art, obviousness, and how well the patents teach the invention including vagueness and overly broad patent claims. The rulings strike at the heart of Parkervision/McKool's patent claims construction and courtroom strategies intended to sway juries by raising sympathy.

    Why does Qualcomm need Obama to help them against Parkervision and McKoolaide? Its a done deal already.. the timing for new legislation is cockeyed late and its unneeded. The recent Supreme Court rulings are hardly needed.. but perhaps add an exclamation mark to Qualcomm's perfectly sound legal arguments and Judge Dalton's ruling.

    Forgetabout! ... This thing is already roadkill waiting to be scrapped up and slung to the side of the road before it causes further stink.

  • The report provides few details of the speculative deal but provides a worthwhile recap of DISH's position and recent events. Among them is that Ergen said during the last cc that a deal/offer was not likely before November AWS-3 spectrum auction. That auction is important for two reasons: DISH plans to add to their AWS/mid-band spectrum and it will provide a valuation yardstick for DISH's current spectrum and, therefore, the value of overall spectrum assets. Its expected that Verizon, AT&T, T-Mobile and DISH will participate in the auction. So, Ergen is betting that the bidding will be brisk such that it raises the 'surrounding property values' for his current mid-band spectrum.

    "Dish Network Corp. (DISH)’s Charlie Ergen recently contacted Deutsche Telekom AG (DTE) to say he is interested in a future acquisition of its T-Mobile US Inc. (TMUS) unit, people with knowledge of the matter said.

    Ergen, who made the approach after Deutsche Telekom’s talks to combine T-Mobile with Sprint Corp. broke down last month, hasn’t made any formal offer, said the people, who asked not to be identified because the conversations were private. He has told Deutsche Telekom -- which also received an offer from France’s Iliad SA (ILD) -- that he’d be open to the idea in the coming months, they said."

    The article suggests, and I agree, that Ergen is waiting for a higher valuation for DISH which could be used as collateral to borrow more heavily to acquire TMUS and engage in new build out of fixed-to-mobile BB+TV/voice/text and whatever else.

    Ergen could also be baiting the hook to snag Softbank to acquire DISH or form a partnership favorable to him. Either way, the rumor mill will likely kick back into action... from seriously viable ideas to frivolous suggestions for business disaster.

    Masa Son will have to get off the pot sooner or latter: either do something with DISH or engage in 'innovation in the network-to-market' that includes street up use of small cells.

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 8, 2014 3:10 PM Flag

    Sprint detractor posts offset the hype speculation on this board. Investors should read both extreme viewpoints to come to investment decisions. Whether to by Sprint (S), a few of the stocks or invest in a sector fund or short the stock are all valid choices to be considered imo. The only bad choices are the ones that don't make as high of returns as other choices available to the investor studying these stocks.

    All that posts here should do is to cause investigation to unearth what is plausible risk vs. reward.

    Sprint (S) remains overall technically bullish. The chart pattern looks much as described in earlier posts. The move off of recent lows pushed to the the level of the gap down near 6.10 where S met resistance as might have been expected. The volume to the upside in recent days has been good. However, to move higher will either require burning off more volume in a narrow sideways trend between 5.40 and 6.10 or news that analysts and investors can sink their teeth into - news that Sprints sales strategy is working to at least modest benefit or something more durable than me-too devices and marketing and follow on network partnerships.

    Sprint continues to go in the 'right direction' in general. While that is improved upon the past its not enough to turn around recent momentum or public and investor opinions about how competitive S's networks/service and market position have become. That has to be seen in results that aren't just cooking of the books stuff like showing laptop data subs as equal to core subs which S has continued to lose. Real positive results with less BS will do it imo.

    I still have a buy on S for mid-term but we may see more back-filling action in the short term. Long term probably bullish .. however, results are needed to cement any long term forecast baring new plans or 'Big Deal'. other stocks in the sector are worth consideration.. dividends, possibility of M&A weigh more heavily in their favor imo.

    Sentiment: Buy

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 8, 2014 11:31 AM Flag

    DISH's pursuit of TMUS is logical. Also, that can mean pursuing multiple ways to put the deal together in order to have the financial strength to pursue build out of merged networks and services. Its not inconceivable for DISH to partner with Iliad or others. Unless he sells it, Ergen will need a financial war chest to develop his spectrum for which there are mandates to achieve 30% coverage of US population followed by 70% years latter.

    Could DISH develop a partnering arrangement with mobile operators in which WBB service is built out with the help of the mobile operators similar to nTelos? Sure, why not? The why not can be that this has been limited to use of the partners 2.5GHz and not making use of DISH's spectrum for which they have an FCC build requirement and the fact that it is limited unless they get Sprint or TMUS to partner rather than an M&A taking place. Could Carlos Slim take a stake in a deal? Slim has said he was not interested in acquiring TMUS but would he be willing to partner in a way that he gained an exclusive fixed-to-mobile BB+TV+mobile service MVNO. In order to compete for fatter margin business, MVNOs will need to offer TV and 'broadband everywhere' in competition with VZ and T. So that might be a new consideration.

    Recently the rumor noise has quieted down as the parties remain mum on what they might be discussing. While only the deals that make sense are worth mentioning, the pressure will be mounting going into next year for deals to be hatched that include DISH. Softbank has many fish on the fire besides Sprint.. which could be left on the back burner for a major stage of new deployments or S-SB could move on a deal with DISH before the auction and DISH+TMUS could come together.

    Strategically, I think whatever combination emerges it has to put together sufficient funding to push forward with aggressive deployment and integrated device plans. A cash strapped DISH might make little sense depending on the details.

  • teamrep teamrep Sep 8, 2014 10:10 AM Flag

    That looks fairly likely. My understanding is that QCOM has a year upon being served to challenge the patents. Samsung and HTC can also bring the IPR challenge. Farmwald or other party who could file for IPR are not bound by the time constraints.

    Parties have until Nov 17 to answer the complaint.

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 8, 2014 9:45 AM Flag

    Softbank already has a huge uphill climb to go from falling behind in network coverage and quality, including bandwidth-to-coverage and losing subscribers to, at least, holding onto core post-paid subscribers and perhaps gaining some net subscribers to remain, by slim margin, the number 3 operator.

    If DISH acquires T-Mobile the approval process will take about a year during which time both companies can be expected to pursue the 600MHz spectrum auction. It would then take time to amalgamate the operations and pursue deployment into DISH's and joint spectrum. Sprint-SB's path would be to obtain a competitive amount of the 600MHz auction then use that combined with 700MHz and other 600MHz of rural partners to build a more balanced coverage-bandwidth network (network of networks).

    That scenario would look much like it does now. While Softbank/Son did not acquire Sprint with the goal of staying a distant third, he would be forced to be resigned to that unless he makes moves to either acquire DISH or to acquire balanced spectrum and then to move forward with use of 2.6GHz spectrum in a more dynamic/radical way before Dish+TMUS or being vice-gripped by Verizon and AT&T's move into "mobile BB+TV/media everywhere".

    Outlook:

    1-2 years Sprint will be trimming costs to afford the cut in prices with the result being a modest growth in subscribers but at the sake of lower ARPUs. Its still not clear if this will be enough for S to stay #3.

    2-5 years S will have acquired 600MHz spectrum which will be deployed as soon as it is clear for use, probably starting in 2016. If Sprint has not begun densified deployment into 2.6GHz or acquired DISH to do so, VZ and T will again threaten to take away marketshare.

    How well Sprint is able to do with combined price cuts, rural roaming programs, and new device thrusts over the next six months awaits showing of results that might modify the opinion that S will be barely holding its own in the expanding wireless field.

  • teamrep teamrep Sep 7, 2014 4:07 PM Flag

    That may explain why he is so out of touch with reality: Sorrells lack of formal education allowed him to dream up his fairy dust solution outside of the understanding developed in the industry that has been theorized, subjected to academic and industry peer review, and then used in combination with other technologies in a working system. PV's solution was perhaps novel IN Mr. F.D. Sorrells' own sheltered MIND. The so called solution was either unclearly taught in the patents en suite to determine if it was unique or was anticipated by prior art as understood through the MARKMAN interpretation of claims.

    Qualcomm's emails of some years ago were statements made about technology that was unproven and later determined held no advantage over other approaches including he one Qualcomm chose to use in the current series of products. Patents filed since show refinement of the quad-input balanced mixer in which quarter-phase signals are reduced to half-phase output baseband signals. The patent was posted here weeks ago. It further clarifies the objectives of modern RF used in Qualcomm's chip.. to recover the BB signal but also to to improve SNR, signal to noise ratio and sensitivity.

    Your blah, blah about emails shows reluctance to drop that as an argument even while it will not be at issue on appeal or in a subsequent trial. Its even more dead than the hope for reversal of the judges ruling: Dalton ruled that Sorrell's patents and his testimony are unclear/vague and do not provide evidence to show infringement.

    If you follow your statement about Sorrell's being outside of California (mainstream circles) and having arrived at his D2D 'invention' from a unique viewpoint, it can be seen to be the very reason why the patents are invalid: they are covered by prior art Sorrell's either purposely obscured or failed to understand and, furthermore, does not work.

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 7, 2014 3:45 PM Flag

    The FCC and DOJ would only increase their objections for merger among the top four largest operators, specifically T-Mobile and Sprint, if DISH were to buy T-Mobile first.

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 7, 2014 11:08 AM Flag

    Ergen has been consistent on this subject. Read what Ergen has said instead of this dweeb stock board's nefarious opinions.

    Ergen started over three years ago saying he wanted to do a deal with Sprint to deploy common networks. Sprint said they had talks with DISH but those talks went nowhere. Ergen changed what he said to reflect the changes in the situation: as Clearwire looked headed to bankruptcy, Ergen tried to acquire the company. When Sprint stepped in block that, Ergen then made an offer to acquire Sprint in competition with Softbank. Each of these moves was consistent with what Ergen HAS ALWAYS said was his overriding goal: to align with a major operator to deploy networks and push into the converged home broadband, TV and mobile business.

    Ergen has been very consistent in what he has sought to do. He said he would hold off pursuing T-Mobile so long as Sprint-SB was trying to do so. That is consistent because smaller DISH does not have the finances to compete with larger Softbank. He said that if Sprint dropped the bid that would open up the option to pursue TMUS. He never said absolutely he would. The nature of the deal would be complex because it would revolve around current and upcoming auctions of spectrum which will be screened by the FCC. Both DISH and T-Mobile will pursue the 600MHz auction. That means Ergen may have to partner to acquire T-Mobile so that capital is available to build out the expanded network. However, Ergen's goals are consistent.. and what comes forward will almost certainly be consistent with goals he has been clear about throughout

  • teamrep teamrep Sep 6, 2014 9:48 PM Flag

    Why doesn't Ergen take DISH private? Ergen already controls DISH to an extraordinary extent. It must be a nuisance to have to hold quarterly conference calls and file SEC reports as a public company. So, why not take out the last bit of public shares? Because being private is not the accepted mode of operating. Its unlikely that DISH will be taken private for similar reasons... unless Ergen sells off the spectrum and parts of the operation to the point it has no chance to become a major contender for ICT going forward.

    What else can we talk about to hype the stocks?

    Keep it real.

    Sprint looks technically prepared to move higher over coming weeks for a 25% gain. Those who know what I post know I seldom have made buy or sell calls.. and have always been right on major moves. Check back over the past few years on every stock I've followed.. and watch the detractors come out of the woodwork ... with bashes but no references. "He pumped Clearwire!, Alvarion, Sprint, T-Mobile', Uhuh check it out. (actually I did post bullish on TMUS and look where its at now.

  • teamrep teamrep Sep 6, 2014 9:38 PM Flag

    Normally there is no reason why Softbank wouldn't acquire the rest of Sprint. However, that is a remote probability. The reason does not make normal sense but its the case nonetheless. Sprint has a position as a regulated telecommunications company, a 'chosen one' in a chosen industry that's granted public grant of monopoly over spectrum (even though much of it is sub-licensed). Governments world wide have generally agreed to convert state-owned telecoms into public companies with government oversight. That's even the case in communist China with China Mobile. Consider that a pact made between government and wireless service utilities.. a grant of power to the free enterprise sector in return for the ultimate say in regulations being in the hands of regulators with, at least some, oversight on how the companies are run by shareholders. In the case of Softbank's ownership of Sprint, the company already has legal control such that any measures taken are only rubber stamped by a vote. Public shareholders have no say from a legal perspective.. its just perfunctory.

    "But we get to vote!" I hope you can count. You get to vote against 81% ownership.. so your vote only counts if you agree and is never decisive. That is what you bought/retained.

    Sprint will not be 'taken private'.

    What else is there to talk about that is easy peasy dream world stuff?

  • Reply to

    DISH & TMO leaves Sprint??

    by roadglide2459 Sep 5, 2014 8:07 PM
    teamrep teamrep Sep 6, 2014 8:35 AM Flag

    Ergen wants to become a nationwide mobile/ICT operator. Why he wants to acquire a mobile operator is not a mystery.. read what the man said.

    Sprint does not have a superior network. Sprint has a theoretical advantage in spectrum but an awkward use of the majority of the spectrum that will take years to make better use. T-Mobile, in comparison, has put together enough spectrum and network coverage to meet or beat Sprint in the majority of locations/user connections and has a reasonable goal to acquire more spectrum and continue to grow coverage-bandwidth without rip-up disruption.

    Ergen is being cagey? He has said what he wants and has refined his interests recently.. just read.

  • Reply to

    100 Million shorts

    by lllllllo_ollllll Sep 5, 2014 1:17 PM
    teamrep teamrep Sep 5, 2014 6:36 PM Flag

    Don't forget a) short interest is the delayed reporting accumulated of previous 15 day period. Every ~15 days the report is issued by NASDAQ from data that is, on average, 15 days old (half of 15 days plus a delay for reporting of about 7 days). This means that the last report is now about a month old data - the large volume was likely accumulated just before the stock crashed. b) Much of the short selling is done by companies and experts in the business of trading that includes taking long and short positions. Short selling may be done to hedge risks of providing debt loans or being long in other stocks.

    If you do not know how to take advantage of short selling information it can cause more harm than good. A general rule of investing is to follow the flow of funds whether that is caused by 'longs' buying and selling or short sellers selling and buying.

    If you think you know what short sellers are doing, the question to ask is 'how can I either take advantage of their moves by joining them in both down and up trends or get out of their way."

    Remember, unless you manage millions of dollars, you are the 'mouse under the elephants feet'.. either scramble up on their backs or skitter away .. or become toe jam.

  • teamrep teamrep Sep 5, 2014 11:50 AM Flag

    If firms/individuals have patents that are essential to wireless or other fields they can either try to license themselves or, if they are deemed of value, sell them or work out a deal to license the patents through licensing companies. There are a dozen or more companies that acquire patents or work out deals to license them as parts of broader packages of patents for a share of the proceeds. While that dilutes the rewards of licensing, it puts the process into the hands of those experienced in gaining licenses and prosecuting legal pursuits.

    Several firms started out with a portfolio of essential patents, went on to license them which often included lawsuits against those who didn't agree with their validity or being essential to the field of use. ONCE SUCCESSFUL in licensing and litigation, the firms went on to acquire through cross-license and other rights deals or outright acquisitions in the original, related, and different areas of technology, usually with similar licensee targets.

    PV has had no success at licensing or litigation so why would any firm agree to band together with them? Those firms might sell or strike a deal with firms that have had successfully enforced their patents and sustained patent review challenges, not Parkervision.

  • teamrep teamrep Sep 5, 2014 12:42 AM Flag

    LOL! NVIDIA is a world renowned leader in GPUs and you defame them by claiming Parkerscumavision is on a par with them? Grow 1/99th of a brain aole.

  • Tis-for-tat, this or that, up a penny, down a dime, what's gonna be made up to talk about as if fresh this time?

  • Reply to

    Jimmy Kimmel just spoke about Pepper!

    by bigwanka2005 Sep 4, 2014 12:03 AM
    teamrep teamrep Sep 4, 2014 10:09 AM Flag

    Sewing machines performed a needed function better and much faster than humans could. The most successful 'personal robot' in use today is the Roomba robotic floor vacuum. Its been a success because it does its task well... still, sales have been ~3.5 million units world wide.. cell phones over 6 billion.

    Could robots become general purpose tools that gain wide adoption? Sure, theoretically personal/humanoid robots could become useful enough to serve many repetitive functions from waking up the kids to get them off to school to washing your clothes. However, mundane/simple things like gathering up clothes from multiple rooms, sorting them out, placing the piles into the machine hopper, communicating with the specific model of washer and dryer to tell it the specific setting for the batch of clothes, measuring and putting in the correct amount of detergent, softener, and turning the unit on.. these are simple tasks for us idiot humans but far beyond what is dreamed of for humanoid robots for the next few years. Robots may eventually become as collectively smart (collectively communicated intelligence) and as agile as needed to do such seemingly mundane tasks, but this is well beyond what is possible. Pepper can't even get up a stair step or grab a soap dispenser and measure out some contents.

    There are several points: Robots are attention gabbing and futuristic, entertaining, novel, unique in the world of US wireless today, disarming/charming, and can help to break the chain of thinking about Sprint as being the worst US carrier. The message Pepper imbues is "Sprint (SB) is on the leading edge, hip and something to talk with my friends and associates about even if its not right for me now. Sprint is a leader (in something anyway), so maybe I should stick with them as they improve their wireless service (or switch to them?)."

  • teamrep teamrep Sep 4, 2014 9:11 AM Flag

    This part is kinda funny. " For the stock investor, he could access data about companies. How cool would it be say when you're researching some stock, and you'd like to know the market cap of some other company, and you say Pepper, what's the market cap today of GE......what did it close it? " ...just what investors need, to make stock investing more "human like" and charged with emotions than sitting down to a computer or cellphone screen and compiling boring facts. Pepper could make stock investing more of a fantasy football game than it already is in the minds of retail shareholders.

    Is that how people would use Pepper or entertain themselves? If having a spoken/robotic interface to find the latest stock price and financial information was something needed, why aren't people using Siri or Google voice serach to look that up now? Probably because the market for that type of use is small so Apple or Google haven't written the algorithms to do that specific search and interpretation of data to make it reliably available.

    Pepper may sell in the thousands or tens of thousands of units imo. It's not even clear when it will be available for widespread public sale is it? Thus far Pepper was mentioned as being put in only some Sprint stores. Sprint has something like 600 retail stores to fill.

    Entertainment robots have reached cumulative sales worldwide of about 3 million units. Japan has the highest per capita sales... with sales in the hundreds of thousands. Pretty amazing huh? (ala Hesse). However, sales of robots is dwarfed by that of SmartPhones people use every day to have fun and get serious work done.

  • teamrep teamrep Sep 3, 2014 4:58 PM Flag

    ..last Thursday. The stock price is about $6 under that target now. The details will be interesting.

    The pressure is building on DISH to take action within the next few quarters. Likewise, pressure is on Softbank to either formulate its own plans to invest into a 'phase 2' build out that increases coverage-penetration and capacity and prepare a service offering that counters TV from Verizon and AT&T that will launch nationally over the next 12-18 months. Maybe that has to wait on the 600MHz auction.

    What Sprint really needs is a new 'grand plan' or alternative set of plans. Here is why: the new delivery platform has to be competitive in delivering multiple services at competitive quality for each. And that will take capital spending for both merging of companies and fresh core network deployment and a compelling home and mobile lineup with more seamless integration than off he shelf from each separate company. You can see SB-Sprint is trying to put that together on the mobile side with partnerships to build common infrastructure and roaming. While DISH is doing much the same. A 'grand plan' would set out common standards reqs and commitments that would then be carried out through acquisition, partnership or both to achieve the use of common devices and services/roaming and partnered sales.. on a national level with adequate funding from each partner or segment of business.

    Deal time is coming.. who, when?

    Diversification makes sense. S is a buy at this price level. Strong trading buy.

    Sentiment: Buy

  • Reply to

    Son's secret weapon

    by pepper_2015 Sep 3, 2014 10:45 AM
    teamrep teamrep Sep 3, 2014 1:53 PM Flag

    This is neither "Son's secret weapon" or a major thrust, or any sort of thrust at all, into the 'internet of things'.

    The 'Internet of Things" is a very appealing topic because the number of connections will eventually be enormous. However, this market is made up of many categories of 'things' that include home appliances, sensor monitoring, toys, vending machines, security devices, smart-tags, automobile monitoring, air conditioners, parts of the power distribution 'Smart Grid' - whatever is connected for short duration, low cost using embedded Wi-Fi, BlueTooth, 3G or 4G networks to connect to applications and data storage. The way I of T is defined is as much by what it isn't: its not your SmartPhone, tablet, Phablet, or laptop. Its not (generally) any device or service that requires the user to perform its primary functions. There is some disagreement about what it is or is not: Wireless advertising panels that change to display ads aimed at the user walking by based on Google or other ad service's user profile information is not considered Internet of Things but location based advertising.

    Is Pepper Robot I of T? I don't think it fits because its way too specialized and has the potential to evolve, eventually, using third party software similar to phone apps. Internet of Things are often specifically prevented from anyone but the providers messing with the hardware or software and the user interface is specific by design, not user-evolutionary.

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