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Dish Network Corp. Message Board

teamrep 563 posts  |  Last Activity: 11 hours ago Member since: Dec 4, 1997
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  • teamrep teamrep Feb 15, 2015 10:34 AM Flag

    Considering that T-Mobile has been gaining share, including relative to Sprint and they have been losing less money, Sprintsy's business is unsustainable. The only saving grace that has prevented Sprint from facing insolvency or a major 'resizing' to drastically cut costs well beyond what has taken place, has been acquisition by Softbank. Otherwise, to put it in common vernacular, Sprint is roadkill.

  • teamrep teamrep Feb 15, 2015 9:34 AM Flag

    In comparison to what Masa Son and his talented teams of engineers and technicians have done with much less 2.5GHz spectrum in Japan, Sprintsy sux bad. Now that Softbank has taken the reigns, kicked out deadwood and installed among their brightest talent, things are looking up. However, this is a different situation geographically, politically/regulatorily, capex, and ease and cost of achieving similar network architecture and density, and a more mature competitive situation such that it requires fresh thinking beyond what was done in Japan.

  • teamrep teamrep Feb 15, 2015 9:27 AM Flag

    That is true in a general sense. Its value, however, remains largely locked up. 2.5-2.6GHz, LTE band 41 spectrum has become more valuable on paper. It has also become less valuable to the economy and social benefit in comparison to nearby 2.4GHz as WiFi has become the most common mode of wireless operation on this planet - more common than any other band and 3x-10x more densely used. So, in comparison, 2.5GHz sux big and Sprintsy has been the gatekeeper.

  • teamrep teamrep Feb 14, 2015 10:49 AM Flag

    Masa Son is a combination of technically astute, business wise and 'Zen Master' dedication to working through to results. However, he does not walk on water and has made mistakes, scrapped or sidelined prior acquisitions and initiatives to move forward with more lucrative and responsive businesses and technology initiatives. What Son says is sometimes proven to have been 'overly optimistic' to the point of resulting in substantial losses and cleaving away of the dead limbs. There are at least three acquisitions and new ventures like that I can think of at the top of my head. As he said in the recent SB quarterly, Softbank will not serve as a bottomless pit of funding for Sprint.

    However, the steps being taken show, at least, that Sprint should become a wireless broadband utility company. By that I mean its increasingly likely Sprint will see some growth with a path to break even within five years. That is far short of goals of investors or Masa Son.. but better than the downward spiral path S has seen in the past.

    There is increased room for 'realizable speculation'. I can imagine a few different paths forward that could lead to various degrees of growth and, believe it or not, even profits.

  • Reply to

    Dr F still in good form responding to motion

    by pump_o_matic Feb 10, 2015 11:15 AM
    teamrep teamrep Feb 14, 2015 10:28 AM Flag

    That is extravagant hype. IF VIA and its CEO Cher Wang were in Qualcomm's pocket as you assert, then they would have come to QCOM's aid prior to and during the trial. If there were close to the conspiracy that Parkervision depends, then there would not have any emails or phone calls between Jacobs and Wang.. it would have been understood that Parkervision was suc an alleged threat that VIA would have pulled away from their client Parkervision and issued a statement of the obvious: "We could not get PRKR's technology to work to advantage in our products, have sold no parts and have no plans to use it in the future".

    Wang's email stated, VIA has been paid to try to use the technology and he would continue, despite Jacob/QCOM. If VIA was in cahoots with Qualcomm they have dropped Parkervision like a hot potato and denounced the technology. Since then, VIA has not sold parts using the tech and the relationship is dead.

    Qualcomm licenses CDMA technology to over 500 companies around the world including many producers of embedded and mobile device chips, sub-component stacks, T&M equipment and software, etc. Included in these are companies whose CEOs have said they 'hate' Qualcomm. Surely PRKR could have found a few of them to hire PV to go after Q with their wonderful D2D and D2P technology.

    Since no sales or licensing has developed, PRKR stock hypsters must delve into conspiracy theories as to justify investment in PRKR.

    I have a conspiracy theory that has a proven track record: Parkervision, once a video systems company, saw their profitless company coming into increased competition. Jeff Parker figured it was easier to sell stock into the tech bubble of late 90's to early 2000's so sold the failing video enterprise, changed PRKR's stripes as a technology company. That worked so well that despite failure of all product or licensing efforts, PRKR has sold hundreds of millions of dollars worth of stock, making founders and vested board members wealthy.

  • teamrep teamrep Feb 14, 2015 9:56 AM Flag

    That estimate of spectrum value is total crapola. Where did you get that? The article showing valuation by comparison with the AWS-3 spectrum auction was made by an idiot .. or a clever person who wanted to make a few bucks selling articles to a major investment rag. It is not a real figure. As an imaginary figure, it is outrageous.

    Back when Sprtinsy had a '5 year window of opportunity' as the first 4G operator in N. America, I and others figured the valuation of the combined (old) Clearwire and Sprint to be in the range of $20-$30 billion. That was speculative because it required Clearwire to live up to enough of its early projections for market growth. If New Clearwire has achieved one half to 2/3 of the 11 million direct subs plus 11 million wholesaled to Sprint subscribers, Clearly wired would have become profitable and Sprint would not have had to end up acquiring their ~$6 billion in debts. Clearwire's venture into mobile 4G was mostly a dream.. a plan on paper. Old Clearwire had never made a profit. An extrapolation of its 'flight path' showed it would keep on losing but at an accelerated rate as it expanded. Nonetheless, we wild and crazy analysts speculated the value of its spectrum would be raised to the 20-30B$ figure IF they just met becoming a little better than break even and thus able to afford continued expansion.

    Step forward to today. What has changed? The market has grown, the technology has matured and expanded, and the use of wireless broadband in other spectrum has proven profitable. The use of WBB in 2.5GHz band 41 has yet to become profitable and has been scaled back from the plans of seven years ago. Sprint's 2.5GHz TD-LTE now covers fewer people than Clearwire had at the time of its demise. Wowie zowie baby.. fuel for web board hypsters to quadruple past speculation to place a value of $86-$116 biilion based on a financial no-nothing's fantastic article in some dirt rag like Barron's.

  • Reply to

    Cat's out of the bag

    by greekmonster101 Feb 13, 2015 6:52 PM
    teamrep teamrep Feb 13, 2015 8:51 PM Flag

    Masa Son uses a combination of bands: 2100MHz (Band 1), 900MHz (Band 8) which Son dubbed the 'Platinum band', 1500MHz (Band 11), 2100MHz Band 1, 1800MHz (1.7GHz) Band 3, and the
    TD-LTE 2.5GHz Band 41. I think they just have 40MHz of 2.5GHz. Son was fighting with Japanese regulators to get more, threatening to emulate himself or something... just for publicity. I was just lsearching to refresh my memory and came across recent white papers by suppliers.. who apparently got it wrong, leaving out 2-3 year old information.

    Some points about how Softbank went about it: Son put together among the best wireless engineering and technical teams and an array from low to high band spectrum as you can see above. The target was coverage first, broadband layered on top of that through extensive multiple mode use. Japan has the advantage of installed fiber optic and healthy precursor deployments in WiFi, and alternatives. Son was able to acquire distressed operating companies like Wilcomm to add to Vodafone JP .. kinda like Ergen was able to acquire spectrum...but the US has been dominated in lower band spectrum by the big two plus junk yard dogs and Sprint and TM lacked such innovation. TM now looks more like Japans WLL and WiFi innovators.. that failed due to ill fitted technology. The assemblage gave him a wide range of spectrum plus what DISH lacks, a mobile operator, Voda, even though sick at the time. Then he took an early layered approach and turned cheap and depressed into a top three competitor with best of breed networks. Sb named the 2.5GHz "ULTRA WiFi 4G". Think about that name and the approach.. compare that to the approach Sprintsy has taken that wound them in the spot their in.. and Sprintsy got a supposed head start on Softbank.. was already in the number three starting slot. Sick when you compare the pieces assembled .. how far Softbank came to how far down Sprint has slipped.

  • Reply to

    2.5 ghz Spectrum Information Thread

    by aquaman_loves_sprint Feb 13, 2015 3:48 PM
    teamrep teamrep Feb 13, 2015 5:11 PM Flag

    Sprint has licenses to effectively all of the commercially licensed broadband radio spectrum, about 73.5MHz excluding an 8MHz wide guard band... which I think Sprint has been given ability to reduce by the FCC. Let's just call it about 70MHz unrestricted and the rest is leased.

    The Sprint report gives a thorough analysis of the allocations and how each sub-band channel is treated. Verizon has argued the 2.5GHz should be considered in any merger to cause a rescreen of all of Sprint's spectrum. However, its notable that Verizon has not yet made an offer to acquire any of it. So, VZ is touting how valuable it is for use as mobile spectrum while not acknowledging its difficulties when arguing in their own interests with the FCC but points out how lousy the spectrum is for commercial use when they have come to talk with Sprint about purchasing or sub-leasing license rights.

    "This combination of the limited availability of EBS channels and the limited coverage of EBS channel GSAs results in a large amount of unused “white spaces” – not unlike the white spaces in the TV broadcast band." This quote from the report mentions a difficulting in committing large amounts of capital to the leased portions of the spectrum: the plots are not continuous with 'White Spaces" between them. Other major operators hate that because they can't cover contiguous areas. However, this is part of why the deal with Google speculatively has potential to use the junky 2.5-2.6GHz band - its similar to other junk spectrum, namely 600-700Mhz that Google has helped to develop WhiteSpaces IEEE 802.22 standard, sponsored equipment and database. A similar approach could be used for Sprint's 'white Spaces' spectrum. Who knows, maybe it will get more use than empty air above our heads.

  • teamrep teamrep Feb 13, 2015 2:56 PM Flag

    Sprint (S) looks more overbought... analyst speak for seeing it rise past my earlier 'note'. The stock is now a sell for traders. profit take or hold for longer term investors. One of the ways to take profits is to sell covered calls. Or place stop-loss/trend following stop-loss orders as advised in the previous post. That way you would have stayed in the stock for this continued rise but get out if it reverses down.

    Sentiment: Sell

  • Reply to

    RadioShack Sheds More Light On Sprint Strategy

    by mmorris_power Feb 12, 2015 11:26 PM
    teamrep teamrep Feb 13, 2015 2:08 PM Flag

    How can Brightstar assist Sprint in ways they are not already doing? The additional locations give Sprint a larger retail footprint through which to offer convenient trade-in of phones that are funneled through BS, however, I don't see any 'new ways' to help Sprint. Brightstar is a separate subsidiary company owned by Softbank that is already handling trade-ins, refurbishment and resale of devices.

    If looked at from a 'what's missing' perspective, that is from where Sprint can make up the distance between themselves and leader Verizon and AT&T, adding retail locations fills a gap. Retail locations are one of the reasons people buy things... and this applies to mobile devices and services which can be difficult to understand and compare for a portion of the market. My guess is that the success of the Radio Shack deal comes down to 'how much does it cost' in the final analysis. From a back of a napkin calculation, Sprint gets to share space in some good locations. However, Sprint tends to have stores or kiosks in major malls and most cities across America already. Radio Shack has locations in small malls, small towns, and other less than premo locations that may to be that significant for Sprint. Even though S will gain retail presence that is missing, its hard to tell if a majority of locations will pay for themselves. The details of the deal are left unknown: like what happens if RS keeps on losing money.. is Sprint-SB on the hook to plow in money to keep it propped up/stores open beyond their utility?

  • Reply to

    Dr F still in good form responding to motion

    by pump_o_matic Feb 10, 2015 11:15 AM
    teamrep teamrep Feb 13, 2015 9:21 AM Flag

    Qualcomm has a dominant position in wireless chips but there is competition. In terms of units sold, MediaTek and others sell much more than is generally reported in the Western media and analysts. That is because much of those sales go into clones of leading brands that are sold into the BRIC countries and other parts of the world that have been difficult for Qualcomm, or any other supplier, to enforce patent and trade protections. There is also a bias in the Western world to what happens in our own turf... out of sight, out of mind.

    Qualcomm recently was subjected to review by China's courts with the result that they paid a fine to the Chinese government and committed to agreement for how they will license and for funding of Chinese semiconductor efforts. I thought Qualcomm came out well... they were destined to 'lose' and some analysts thought it would go much worse. The way it went, Qualcomm gets to cement their rights to license patents inside China. Even though they have to negotiate more openly and with a disclosed set of guidelines which can impact their worldwide position, they get an official way forward inside the largest market for mobile devices and, by far, largest exporter on the planet. Their 'loss' is probably their long term gain.

  • teamrep teamrep Feb 13, 2015 8:43 AM Flag

    First: its asinine juvenile to post in all caps. Secondly, unless you are an institutional or hedge fund manager with reasons other than short term trading, the timing for shorting is when a stock reaches a high enough level that the odds are overwhelmingly that it will go down. Sprint (S) has some major issues to work on and it is far from being out of the woods in finances, however, it is not at a hyped up level (yet). Your amateur status shows.

  • Reply to

    Dish; with all that Spectrum and no network....

    by mr_whigglee Feb 12, 2015 11:24 AM
    teamrep teamrep Feb 12, 2015 1:10 PM Flag

    Good question.. the answer is speculative. It's been discussed but the extent of G's involvement other than being an MVNO in a unique position with their own services and using both S and TM is not known.

  • Reply to

    Dish; with all that Spectrum and no network....

    by mr_whigglee Feb 12, 2015 11:24 AM
    teamrep teamrep Feb 12, 2015 12:10 PM Flag

    What Ergen schemes is not necessary always what he can get. I think he is unlikely to get buyers for his spectrum at aggregate price that is nearly as high as the AWS-3 auction. However, Ergen has already won because he has been able to build DISH into a worthy satellite competitor that, if he were to cash out by selling shares, already makes him a multi billionaire. He has also gotten favorable rulings on MSS, mobile satellite spectrum, to be used for hybrid satellite-mobile-WBA networks, picked up distressed blocks of spectrum and likely will get LightSquared's after appeals. The spectrum may not be worth quite as much as speculation suggests but Ergen is still likely to triple or quadruple his money. Perhaps his latest acquisition, the ~13 billion, without FCC concessions, AWS-3 spectrum, will net the lowest return.. that is if he were to sell.

    Ergen received concessions from the FCC to use it, not flip it. He can also loose his license on some of the spectrum if he fails to deploy. I thought the deadline for starting deployments in MSS/AWS was this year.. but its been a while since I checked and it may have moved out..

    Google is a potential fly in the ointment: Google likely plans to push Google TV and other services. Its also likely G will pursue 'WiFi First' connectivity: WiFi First is setting preference for WiFi connection using 802.11ac and 3GPP capabilities to handover communications between mobile and WiFi broadband networks. Some carriers, including T-Mobile, are using that already. Wi-Fi First concept could be expanded to White Spaces or to heavy use of 2.5-2.6GHz band 41 where power levels and long range methods such as use of antenna beam forming and longer symbol duration of LTE can be used to cover wider areas than Wi-Fi from a home/SOHO local cell base station node. Because such a wide expanse of spectrum is generally available, its possible to use multiple sub-bands to prevent interference... and use cognitive radio ala W.S.

  • Reply to

    Dr F still in good form responding to motion

    by pump_o_matic Feb 10, 2015 11:15 AM
    teamrep teamrep Feb 12, 2015 9:42 AM Flag

    Its all a conspiracy against you/PRKR. Therefore, mortgage your house, take out your kids college funds, and borrow from your parents to put more money into PRKR because it feels good waging war against unfathomable conspiracies that run counter to your belief. It is not just a stock investment, it is a crusade. If you are right, you win gold stars even if you lose all your money. Go for it.

  • teamrep teamrep Feb 12, 2015 7:50 AM Flag

    Short selling occurs for various reasons, heading of debt, offsetting sector long positions, offsetting of options, as well as speculation the stock will move down. over Sprint and Clearwire's history, short sellers have loaded up when the stocks went high, lessened the load when the stock went down. The question to ask is who makes money - has better timing and more often picks the right side of the trade movement? As a group, shorts have, longs have not. Another question to ask is if you can observe what the action in time to take advantage of it? Whether you follow short sellers to trade with them going short or with them going long, yes, you can often use short interest as an indicator of when it is generally favorable to buy (cover), or take profits (short).

    The only real differences in being long or short a stock are a. order in which you buy or sell: short sellers just sell before they buy.. the timing of when they sell is the same as when longs might take profits/sell.

    Shorts make money in stocks that have moved down. If their timing is as good as it has been in Sprint, they might gain even if the general trend is up. Because they control a large number of shares, and know it, they are the dogs that wag the tails of retail chumps, er, investors.

  • teamrep teamrep Feb 11, 2015 7:59 PM Flag

    You are hilarious.. "we little pipsqueak know nothings are gonna get shorty" Inflated and incorrect perception.

    Short interest is the lowest its been since February one year ago. And if you think the recent rise in the stock was due to a "short squeeze", you are wrong: Short interest is reported by brokerages and clearing agents weekly and is compiled by NASDAQ every 14 days... and then reported to the public within 5 days latter. The average time sales that account for the drop in short interest occurred about 10 business days prior to the 1/30/2015 date. That means, the mostly institutional, hedge fund, in other words professionals, who covered short positions when the stock was near its lows.

    "Wowie Yahoo readers, we forced the short sellers to take profits right when they could make the most profit. we sure are geniuses! Buy high, sell low, and bash shorts if you feel foolish is our moto!"

    1/30/2015 54,508,438 13,715,470 3.974230
    1/15/2015 63,570,214 16,830,956 3.776982
    12/31/2014 67,340,166 2,970,659 22.668427
    12/15/2014 70,140,215 20,182 3475.384749
    11/28/2014 65,961,815 4,333,465 15.221495
    11/14/2014 77,742,838 43,770,484 1.776148
    10/31/2014 84,780,709 20,118,717 4.214022
    10/15/2014 104,461,809 21,490,891 4.860748
    9/30/2014 92,088,674 20,040,850 4.595048
    9/15/2014 117,767,643 39,134,997 3.009267
    8/29/2014 110,916,976 23,096,722 4.802282

  • Reply to

    Dr F still in good form responding to motion

    by pump_o_matic Feb 10, 2015 11:15 AM
    teamrep teamrep Feb 11, 2015 3:21 PM Flag

    Blah, blah, blah. Again, for the 100th+ time, I read the early patent applications during my research into technology papers, patent applications and patents that were published in the field. I posted at the time that what Parkervision's patents described was not possible because it would violate Shannon-Hartley. It won't matter if I were to post on that subject again so stop wasting my time. Your understanding of the subject is very limited and apparently does not provide the ability to understand what you can read on the subject. What you write is gobbledygook intended to explain away lack of evidence, Judge Dalton's decision and failure of Parkervision in all matters once confronted by markets or legal challenge. .

  • Reply to

    Looks like we may break $5 today

    by fubar.droid Feb 11, 2015 9:57 AM
    teamrep teamrep Feb 11, 2015 10:30 AM Flag

    Traders know how to take advantage of what happens: if you own S here, even if you think it might head higher, put in trailing stop-loss orders in case it fails to push through the 5-5.30ish resistance.

  • Reply to

    Looks like we may break $5 today

    by fubar.droid Feb 11, 2015 9:57 AM
    teamrep teamrep Feb 11, 2015 10:25 AM Flag

    There is a lot of overhead trading resistance in general: futures options, and limit sell orders are part of it. I don't think S will push through the 5 resistance level.. another resistance level sits above it. If S were to move higher the indicators, by then, will look more extended and diverted imo.

    My guess is S either consolidates under 5 or moves lower with the former resistance level near 4.36 serving as the support level of the new range. Then contained within that range between 4.40 and 5.20.

DISH
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