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Dish Network Corp. Message Board

teamrep 484 posts  |  Last Activity: 6 hours ago Member since: Dec 4, 1997
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  • teamrep teamrep Aug 15, 2014 7:21 AM Flag

    That is not news. China Mobile has commanded the supply of devices/chips that run on prior 'World Phone' GSM plus CDMA networks plus TD-SCDMA, plus TD-LTE and FDD-LTE and is already getting them. China Mobile plus other operators have fueled growth of LTE at a faster pace than previous networks due to the huge 3 billion population in the BRIC countries. So, CM combined with TD-LTE markets in India etc. is able to put pressure on supplies to deliver common devices. That is how the supply chain is working out to the benefit of small markets like Sprint's 5,000 base station TD-LTE Spark network. A major reason why Sprint is able to get Apple to supply them with TD-LTE iP6 is because they are already supplying iP5 that run on TD-LTE. Otherwise, Sprint's ~10 million potential customers for the iPhone would be a joke.

  • Reply to

    Sprint Margins - economies of scale

    by greekmonster101 Aug 14, 2014 11:31 PM
    teamrep teamrep Aug 15, 2014 7:09 AM Flag

    Learn what, that you are an idiot one liner?

  • Reply to

    Sprint Margins - economies of scale

    by greekmonster101 Aug 14, 2014 11:31 PM
    teamrep teamrep Aug 15, 2014 7:08 AM Flag

    Get skinny, burn less, eat less... run fast and then pork out when you reach a future finish line ahead of competitors is the game plan... that looks very iffy at this point.

    The business model has been to be on a treadmill of building next gen networks just in time (within a couple years) of a runup in the enabled new and improved services, reap the rewards by filling up the network that fits more customers using richer services; wash, rinse, spin dry, repeat as the next gen wash load is ready.

    Sprint plays catch up to lower costs in more efficient networks or dies.

  • Reply to

    13F filings

    by greekmonster101 Aug 14, 2014 8:05 PM
    teamrep teamrep Aug 14, 2014 9:25 PM Flag

    Thanks for the post.. it has good information.

    "Many bashers here".. is this a fan club or an open exchange of ideas? ... so what, just put who you think are worthless posters on ignore.

    If you cannot act on information, it adds to the risk. Complaining afterward is pretty pointless. The fact is that funds of various types control the majority of stocks. INvestors here are the toe jam under the elephants feet if they cannot figure out how to reduce risk or get on top for the ride.

  • teamrep teamrep Aug 14, 2014 7:03 PM Flag

    Of the top four mobile operators plus DISH, Sprint stock is the worst performer over the past 12 months: DISH is up the most 40%, TMUS second, up 20%, AT&T and verizon are flat, while Sprint is the stinker at -20%.

    What does that tell you? Timing is important and also suggests that diversification makes sense. I f the sector looks to grow and become more profitable or not leverages what you should be thinking about an individual stock.

    Sprint (S) still looks like a rebound is very likely.. even though my post on Monday said it was likely by the end of this week, tic-toc, I think we will see it any day now. maybe even with announcement of the new pricing plans.. despite that having a generally deflationary pricing/sales message.

  • teamrep teamrep Aug 14, 2014 4:44 PM Flag

    Smart use of information is rewarded, patience is not information that tells anyone what to do. Saying patience is a virtue is childish... its great as a human trait when you are running your own life. Its meaningless by itself when investing in stocks - waiting for what, for the stock to drop like it did recently? Those who were cautious, had taken precautions such as being diversified with other stocks, even if in the same sector, came out with less bruises that those who simply had patience and sat back while S dropped like a stone.

  • teamrep teamrep Aug 14, 2014 4:02 PM Flag

    There are a few million shares of AUG options that are set to expire this month. Look at the options tables. For every buyer of a call or a put, there was a corresponding seller. The difference is the sellers bank the money that the buyers lose most of the time. 100's of thousands of calls and puts will expire worthless this month alone.

    Looking at the historical trading data, some crafty investors sold calls when Sprint's stock price was higher, many were sold to gamblers when S was in the 7-9 range. If some were covered calls, they got to keep the bulk of the profits from the run up while still holding onto the stock and not facing stock liquidation tax liabilities.

    If you think S has a good chance of at least staying flat if not moving up, selling puts, which have risen in value recently, can be a way to leverage the upside. Its risky to sell puts unless you hedge with a put-call or other offsetting strategy.

    What about short sellers: the stock is down, therefore they are 'up' in profits. Short interest rose to the highest level since late last year in the prior reporting period which was the one before the crash to this level. Those poor shorties.. boohoohoo... they will have to figure out what to do with that money while longs won't have that problem.

    Longs can learn that when short interest rises to take heed, it is often a signal of a downturn. 'Get Shorty' makes for a good name for a Hollywood movie, not good for investors who do not know enough to use the information of what they are doing. Short sellers are more informed and usually make better decisions to get in or out of their positions than typical amateur investors. Use what they do to follow or get out of the way, particularly when extremes in price are reached.

  • Sprint's (S) stock chart and indicators look extremely bullish imo. A few additional indicators have either signaled buy or are at extremes that corroborate with a rebound.

    On the other side of the picture, Sprint will engage in a price war that cuts into top line sales and bottom earnings potential going forward in hopes of reversing losses in subscribers. The game plan it to take the image of being the leader in price plans away from T-Mobile and grab share from higher priced Verizon and AT&T.

    What stands to upset the TA and Sprint's plans to unseat T-Mobile as the market Maverick is the possibility that DISH will hatch a new deal to acquire part or all of T-Mobile and announce plans for a nationwide deployment of fixed-to-mobile LTE using the combined spectrum. Thus far, parent company Deutsche Telekom has cast a cold shoulder on being acquired by DISH. And analysts question DISH's ability to finance an acquisition that acquires all of DT's holdings or all of the company, leaving DISH deeply indebted at a time it would need to spend heavily on new deployments and marketing. However, Ergen is a deal maker/gambler: What if DISH partners with French operator Iliad to jointly acquire T-Mobile? That would be an unusual deal.. and is just seat of the pants speculation. However, Eargen might be willing to sell a stake in the deal in return for controlling interest while achieving greater financial flexibility. Who else might hop in the sack for a three-way? The point is that a deal is possible that also have the benefit of being likely to get regulatory approvals that would jolt Sprint shareholders. That compels investors to keep investments in S within considerations for risk. Place stop-loss orders, buy puts (I'm less in favor of buying options than selling them), or simply don't invest an inordinate amount of a portfolio in the one stock... buy TMUS or the sector to balance it out.

  • teamrep teamrep Aug 14, 2014 10:34 AM Flag

    in other words, liar.

  • teamrep teamrep Aug 14, 2014 10:33 AM Flag

    Hypstermaniac... provide links to reports that show Sprint on par with VErizon. All past studies show VZ and T far above T-Mo and Sprint... which has been at the bottom but inching up on T-Mo.

    "Duh, its dat way 'cause I wrote it here... its words on dat thang called da Internet"

  • A major trend that will grip the wireless industry is for core services will become commoditized, a trend that's been occurring all along, while there will be a push to 'sell up' TV/video service over mobile devices. T-Mobile and Sprint will become even more the leaders of the 'price wars'. Financial analysts don't like the consequences, particularly until TV/video services or a push to replace wired BB with wireless as part of a converged package takes over as the new wealth generator. The US and many other developed markets are mature: SmartPhone saturation has reached a level where there are only incremental gains in numbers of new subscribers. Thus its turned into a fight to take subs away from each other by lower prices, more open devices and contracts and buy-out of competitors contracts.

    This 'price war' commodity trend was inevitable. Verizon and AT&T would rather it come later than sooner - after TV over mobile wireless networks would allow a new higher ground to be cemented in the marketplace.

    Some analysts may be biased against Sprint-SB and TMUS... If among your investment brokerage and investment banker or managed fund are dealings with or investments in Verizon and AT&T, then its harder to like the direction T-Mobile and Sprint are heading - price competition as a lead into rather than in conjunction with a hoped for TV/media upswell in industry revenues.

    S and T-Mo have yet to build out fixed-to-mobile BB and TV services capabilities. This takes either huge capital investment or new deployment and marketing methods that lower the cost substantially.

    Softbank/Son is aware of this which is why cost cutting goes hand in hand with cutting cost to consumers. 1st major goal is to turn subscriber losses into gains while improving network coverage and reliability. That sets the stage for 'phase 2' deployments to achieve broader and better coverage and TV services... with DISH somewhere in the mix.

    Pain before gains.

  • teamrep teamrep Aug 14, 2014 9:07 AM Flag

    Flawed analytics: Sprint cannot become the 'king of data speed' so long as it remains the 'king of Swiss Cheese coverage macrocells".

    Sprint has a large amount of spectrum. They have had some of it it for over 15 years and rights to use other of it acquired from Clearwire. Sprint has the potential to become the 'king of data speed' if this, that, and the other thing happens that they have never developed and no announced plans describe.

    Sprint has had to deal with the difficulties of 'rip and replace' deployment into 800 and 1900 MHz spectrum because the company did not have new bands similar to low band 700MHz or mid-band AWS help by competitors. That forced a focus on use of narrow bands available, with just 5x5MHz of the low band 800MHz wide coverage spectrum. And it also relegated 2.6GHz to use in 'metro hot zones' on a city-by-city area rollout schedule that analysts have criticized for being slow. The result of the 2.6GHz program, if accelerated beyond what was mentioned in the recent quarterly conference call, will be coverage of about 1/2 the US population by the end of next year. No doubt that will be a big improvement over the current situation of less than '40% Spark' coverage.

    You can't really sell something you don't have in the store. Sprint will be able to advertise higher bandwidths than competitors. That will be based on theoretical peak broadband speeds that, while appealing lure to try the service, will either not be available or won't measure up in building penetration and coverage to competitor's service. Cool headed investors won't allow themselves to get caught up in the hype of marketing campaigns and shouts of the hyping faction of board posters. Spark is good to the extent it covers subscribers where they work and live. Because it is incrementally being rolled out and the nature of the coverage, although improved over WiMAX, will be metered out using only 5,000 cell sites.

    Softbank, Japan uses about 130,000 cell sites

  • teamrep teamrep Aug 13, 2014 7:12 PM Flag

    That is all true.. except there is upside if Sprint changes stripes and executes daxn well.. like a junkyard dog fighting for its life.

    The basic elements for success have been there.. up there in the sky and down there on the ground... called spectrum and tiers of users and user-makers.

  • teamrep teamrep Aug 13, 2014 4:29 PM Flag

    Uhhuh... that is not news. The spectrum is well suited to being used for WBB to the home and out into the mobile network as a 'broadband overlay'. The approach of using different types of devices to make better, denser use of it are not new. Using multiple tiers of sub-bands and other frequencies that can add to the dynamic ability will be new. And use of smart architectures, distributed content servers and, for the US, use of 'front haul' distributed remote head architecture on a large scale similar to in Japan would be new. Just making a statement that the spectrum is tailor-made for WBB is what any dumbarse would say... it says nothing.. is not enough. Thus far what DISH/Ergen have trialed with nTelos shows nothing that wasn't able to have been done ten years ago except it uses LTE. While the use of a simple high gain antenna router using more advanced basic LTE technogy is not a bad thing, it is only a baby step.

  • Reply to


    by cardinal7769 Aug 13, 2014 2:45 AM
    teamrep teamrep Aug 13, 2014 4:12 PM Flag

    I don't disagree with you. Doing a retail store or online business has 'to be done right'. An online store could be very effective if it is set up as all the crapola marketing hype always says: "We put you, our customer's first!".

    To start with, an ICT website should provide intelligence in how it reacts to users of the site that channels information and selections to the devices, personal and group use decisions that fits their needs. It can be expanded beyond typical services and device selections into software, cloud, media and other choices. The primary goal has to be to make the site better able to serve the customer with useful information and ease of use. Some users want to buy specific things and the navigation must be simple, not bogged down in superfluous canned information. Others need information on what is available and how to use the complex array of choices. That has to be handled so that they user is guided but not coddled unless they want to be. Depth of information is important to those who can use it.

    Sprint' new CEO has set some preliminary ideas forward that make sense even though there is little to judge the outcome at this time. Hesse had good ideas too. Ideas alone won't cut it.

  • teamrep teamrep Aug 13, 2014 3:22 PM Flag

    If you don't like the post, say something intelligent in opposition, why is not a good time to accumulate or buy on teh break to the upside?

    "I'm in the FaceBook generation, I just like and dislike things.. live is much simpler that way, yuk, yuk."

  • Reply to

    New Business Brand Rollout

    by greekmonster101 Aug 13, 2014 11:33 AM
    teamrep teamrep Aug 13, 2014 3:19 PM Flag

    Hesse had been faced with trying to change an entrenched culture at Sprint, including in the round table industry Board of Directors. He was slow because he was expected to seek compromise and 'good relations' within the ranks. That has been impossible because the past business had so compromised the financial, networks, and spectrum position compared to what was needed to fight financial, technological and leveraging of spectrum. That had required acting in a similar way to Sprint's founding.. striking out to make use of new technologies including fiber optic... today's densified network topologies enabled unified wireless broadband.

    Masa Son does see that clearly but he was veered away in the attempt to acquire T-Mobile. That would have side-stepped what should be done anyway.. what he has figured out how to do in Japan. He was allowed to do some acquisitions that helped that strategy... however, finding that the situation here in the USA is different absolutely should not have come as a surprise.

    To be consistent' I had said that pursuit of T-Mobile had benefits even as I also said it would meet with stiff regulatory resistance and was a divergent strategy from pursuing the eventually required pursuit of microcell in the only logical way economical in the USA - utilizing first mile from the ground up. That is a transformation change that Sprintsy wintsy was not up to in the past. New blood was definitely needed but must be judged by how well they flesh out plans that lead to accomplishing what has been impossible by conventional methods. Sprint hammered and hammered at constructing something new... never understanding they have to go father, faster and sleeker than any competitor in order to suit their position. The "Get with the new program or get out" sign should have been posted shortly before Nextel Networks was acquired. Sprint should have turned into an engineering powerhouse and less a marketing buzzword palace.

  • Although I make no excuses for Sprint's laggard past behavior, the stock is due for a technical bounce and fundamental re-appraisal to a middle, wait-see, ground imo. Maybe that is gilded hope that this time aorund Sprint will be proactive on all fronts, and not just hot air, er. marketing.

    The chart signals reversal even though the timid. less experienced chart watcher might disagree.

  • teamrep teamrep Aug 13, 2014 11:36 AM Flag

    Hypemonster Whigglee, there is offsetting events that were apparently considered: UBS weighed the removal of the T-Mobile acquisition and increased price pressure that will weigh on sales and earnings in the near-mid term and figure that a net negative. I agree that it has been overdue for Sprint to have a deep cleaning change in the ranks. Hesse, as a recent article points out is a very likeable fellow who inherited a bad situation... then clung onto old networks and habits far too long. Sprint has needed to have changed the way it does business and do house cleaning for a long time. While under Softbank, Hesse has gone along with changes, however, not at the pace or degree needed to make Sprint more competitive. Claure has several things going for him, not least of which is being an outsider to the telecom industry. His experience building a ten billion dollar international device distribution and retail business is exactly the type of person needed to do what is needed to turn Sprint around. However, there should be no jump to conclusions similar to how this board cheered the stock rise to ~10 to see it drop down to the current pre-hyped level because of the results Sprint has delivered. This time around I might expect you to have a different perspective.. a little bit of 'the guy looks good, let's see how and when Sprint delivers'.

    Ultimately the stock price will depend on performance and not personalities.

  • Reply to

    Sell the company

    by gougerj Aug 12, 2014 8:05 AM
    teamrep teamrep Aug 13, 2014 9:48 AM Flag

    The court has ruled that Qualcomm does not use PRKR technology. Qualcomm has no reason to buy the company as there is no value in the technology in any marketplace by anyone.

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