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Clearwire Corporation (CLWRD) Message Board

telcostuff 15 posts  |  Last Activity: Jul 9, 2013 3:30 PM Member since: Dec 21, 2012
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  • Reply to

    so what happens to the stock now?

    by marvjung Jul 8, 2013 11:25 PM
    telcostuff telcostuff Jul 9, 2013 3:30 PM Flag

    Regarding Options, best to go to "theocc" and look for updated infomemos. Pursuant to OCC Rule 807, equity stock option contracts whose deliverables are adjusted to call for cash-only delivery will be subject to an acceleration of the expiration dates for outstanding option series. Call your broker for more info.

    Sentiment: Sell

  • telcostuff telcostuff Jun 24, 2013 10:16 PM Flag

    Ed, been reading your posts since day 1. Wanted to say huge thanks whether
    a new bid arrives or not. The fuse is lit, I don't see it being a dud. Ergen's
    Win/win play is almost Houdini like. Much obliged for your sharing.

    Sentiment: Strong Buy

  • telcostuff telcostuff Jun 16, 2013 10:33 PM Flag

    Fun week ahead. Hope to see all the S and CLWR players active this week. Still believe that 25% CLWR Charlie wants is absolutely critical and his top priority. If he can get that and a DISH + strategic partner acquires S then they control a pretty nice enchilada, maybe vegan style. Great Poker match playing out.

    Sentiment: Hold

  • telcostuff telcostuff Jun 11, 2013 12:05 AM Flag

    78% ownership seems almost private equity like. 7 and change for S and CLWR stake? Bad deal for shareholders IMO. Have S calls so some skin in game. Hope competition heats up. Quickly.

    Sentiment: Hold

  • Reply to

    NOW WHERE DO WE GO??

    by pdb3838 Jun 6, 2013 1:45 PM
    telcostuff telcostuff Jun 6, 2013 3:09 PM Flag

    Appreciate your tone here.
    1. "No" votes prevalent here and with other technology proxies. Rising Equity tide likely pushing that behavior.
    2. Completely believe they need it to compete with VZ and T. SB has done well but has limited TAM in Japan competing with KDDI and NTT.
    3. The Clearwire Corp/Wireless brain trust was successful in confusing just about everyone on ownership structure. Billionaires tend to have very smart people working for them on these issues. I bet they can get it done.
    4. Japanese think differently. They look at time in longer phases. This could be a 100 year investment, not a just a TDD-LTE rollout in 2015. I say they dig in and fight another round.
    5. I say this gets to $5+. What happens if CLWR stumbles into a legitimate large scale wholesale deal and keeps waving the company flag? Who has influence over Sprint? Google and Apple. They could dictate new Sprint behavior.

    Sentiment: Hold

  • Per Seeking Alpha.
    "The DISH Tender Offer Does Not Require Consent of 75% of the Clearwire Stockholders and the Consent of Comcast Corporation

    While the Equityholders Agreement includes approval requirements in connection with certain business combination transactions, those approval requirements do not apply to cash tender offers made from a third party directly to stockholders, which are fundamentally different in nature from the specified transactions which require board approvals in connection with mergers, share issuances or similar transactions. Cash tender offers made to stockholders are notably not specified in the list of transactions which can require consent if they constitute a change in control. It defies logic that Sprint could credibly assert that it is illegal for Clearwire to agree to customary minority protection rights in favor of a significant stockholder such as DISH will be (by definition holding in excess of 25% of the Clearwire shares) while claiming that a 6% stockholder such as Comcast is entitled to block minority stockholders from accepting DISHs superior offer. "

    Sentiment: Hold

  • Reply to

    May I summarize

    by greekmonster101 Jun 4, 2013 12:20 AM
    telcostuff telcostuff Jun 4, 2013 1:35 PM Flag

    GM101, I invested in both S and CLWR and tipped scales heavily to CLWR. Both have done great. To be completely honest, it is almost a wash since last year.
    1) Ergen must know that...and something else.
    2) see #1
    3) TDD-LTE Spectrum as appreciating, not depreciating asset. Time helps.
    4) Good question for CLWR BOD. Seems to be good activity now.
    5) Depends on what team you play on. Hatfields and McCoys forgot why they were shooting each other.
    6) To have property closer to the gold mine. Why have 50% instead of 100% as Son is asking himself now.

    I would be very happy with S going to $10 and CLWR going to $5+ in near term.

    Sentiment: Hold

  • Reply to

    Very Hard To Argue Against This Logic

    by fineinvestor Jun 3, 2013 6:29 PM
    telcostuff telcostuff Jun 3, 2013 7:23 PM Flag

    Crest letter was well written and bang on. So much Sprint hand waving going on to distract shareholders from two words: Fiduciary Duty. This really is not that complicated IMHO.

    Sentiment: Hold

  • Reply to

    Dish bid is not in the best interest of CLWR

    by foothillroad May 31, 2013 11:44 AM
    telcostuff telcostuff May 31, 2013 12:02 PM Flag

    Clearwire and its BOD are subject to Fiduciary duties. $4.40 is greater than $3.40. Clearly.

    In the for-profit context, shareholders enforce director accountability by bringing derivative lawsuits against the
    corporation in the event of a breach of fiduciary duty in order to protect their economic investment. BODs are legal targets and have to behave in a reasonable fashion. $4.40 over $3.40 is reasonable.

    Sentiment: Hold

  • Reply to

    better late than, well, a meal without veggies :)

    by ed_amamay May 29, 2013 10:06 PM
    telcostuff telcostuff May 29, 2013 10:32 PM Flag

    The $3.50 calls are so sweet!!!! I hope others were paying attention. Long Live Ed!

    Sentiment: Hold

  • Reply to

    Congrats to all long been a rough 3 years

    by loboosh May 29, 2013 8:03 PM
    telcostuff telcostuff May 29, 2013 8:08 PM Flag

    Wow! All the thrashing and it is finally materializing. What a ride!

    Sentiment: Hold

  • Reply to

    What will happen now?

    by dwz1234 May 20, 2013 7:20 PM
    telcostuff telcostuff May 20, 2013 11:26 PM Flag

    The 1.5GHz/L- band is really poor from an ecosystem perspective. In the US, it is occupied by defense and NASA. To say it is better than an established band like 2.5GHz is an incredible reach.
    If you want a rich ecosystem in the US for TDD-LTE, the clear path is Clearwire.

    Sentiment: Hold

  • Reply to

    Appraisal Rights info

    by jds6480 May 15, 2013 3:48 PM
    telcostuff telcostuff May 16, 2013 1:51 PM Flag

    Typo above. I "sent" appraisal rights letter to clearwire as advised.

    Sentiment: Hold

  • Reply to

    Appraisal Rights info

    by jds6480 May 15, 2013 3:48 PM
    telcostuff telcostuff May 16, 2013 1:48 PM Flag

    I did not view it necessary to segregate my shares from the pool and just send an appraisal rights request letter to Clearwire as outlined in proxy statement.

    Sentiment: Hold

  • Reply to

    Appraisal Rights info

    by jds6480 May 15, 2013 3:48 PM
    telcostuff telcostuff May 16, 2013 10:37 AM Flag

    Vanguard's process is slightly different for dissenting shares as they would charge a $400 service fee to issue a certificate for your shares, effectively segregating them from the pool. So they did not "do" the conversion as Fidelity did. They would also require shareholders follow the requirement to deliver to the Company a written demand for appraisal of Class A shares before vote is taken.

    Sentiment: Hold

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