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Novatel Wireless Inc. Message Board

wirlesbushub 41 posts  |  Last Activity: Sep 19, 2014 12:21 PM Member since: Jan 5, 2010
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  • Reply to

    Something called "Avondale" downgraded

    by mr_invisible_1999 Sep 19, 2014 11:53 AM
    wirlesbushub wirlesbushub Sep 19, 2014 12:21 PM Flag

    Based on the timing of the downgrade, I'm guessing they have or have a partner company that had a lot of 30 Sept Put Options that they wanted to cover. All these Analyst are criminals and you can never trust them as they only have THEIR best interest in mind. They downgraded from Market Outperform to Market Peform but gave no reason why except for the fact that SWIR has gained ~50% since July. And gave no price target.

    SEC - Are you listening?

  • Reply to

    Some are selling SWIR to Buy BABA no doubt.

    by peeka50 Sep 19, 2014 10:04 AM
    wirlesbushub wirlesbushub Sep 19, 2014 11:47 AM Flag

    Today's action has far more to do with Options expiration then it does Alibaba.

  • Reply to

    Alex's comments last week

    by st067753 Sep 15, 2014 12:59 PM
    wirlesbushub wirlesbushub Sep 16, 2014 4:26 PM Flag

    Alex also stated that a contract is being worked on to move him from Interim to Permanent CEO. That could be posturing for any potential suitors of NVTL to put in or raise an offer for NVTL or it could just mean that Alex is ready to extract the value out of NVTL himself.

  • Reply to

    Good Move on Great Volume

    by sejsscarter Sep 16, 2014 12:35 PM
    wirlesbushub wirlesbushub Sep 16, 2014 12:45 PM Flag

    It seems like someone is accumulating shares in 18K increments both yesterday and today. They are establishing a position while trying not to drive too much attention.

  • Reply to

    Some One is going to Buy NVTL Mark this post :)

    by renn2twenty Sep 15, 2014 3:21 PM
    wirlesbushub wirlesbushub Sep 15, 2014 3:48 PM Flag

    My belief is that the new management tried to sell the company at $9 a share for what it believes is a fair value for someone bigger to profit further from there with scale. Now, they are going it alone and investing in the business themselves which is a bigger risk, but now bigger potential reward.

  • wirlesbushub wirlesbushub Sep 9, 2014 12:11 PM Flag

    Alex basically said that their working on a contract to move him from interim CEO to permanent as well.

    The one negative to the conference would be that they focused mainly on MiFi devices and not IoT embedded devices. I think that was a miss as I thought Novatel was making strides with Auto Manufacturers for a connected car.

  • wirlesbushub by wirlesbushub Sep 8, 2014 5:38 PM Flag

    NVTL never has shares trade after hours. Hopefully a precursor to more investment interest moving forward.

  • wirlesbushub wirlesbushub Sep 5, 2014 2:51 PM Flag

    I would agree that NVTL wouldn't be presenting next week if they didn't have a positive update since their earnings announcement Aug. 6th. Will they offer any guidance to Q3 or FY 2014? Maybe, but I believe that would be through a disclosed press release on Monday or Tuesday morning before the presentation.

  • Reply to

    JD Power Network Quality Report is released

    by wirlesbushub Aug 28, 2014 6:20 PM
    wirlesbushub wirlesbushub Aug 28, 2014 6:56 PM Flag

    That was a good one as I've also been accused of being a "Basher" of Sprint for stating facts. Also, I was the "basher" that made claims that the TMUS and Sprint merger wouldn't be approved by the Gov't and thus wouldn't happen. (In two or three years, maybe things change but a lot can happen between now and then)

    I fully expect the response to be that the JD Power report is old news at a time when Sprint was right in the middle of their Rip and Replace of the network. Although I would argue that Sprint's own claims are that they had 200M Pops completed by the end of 2013.

  • Verizon Wireless Ranks Highest in Wireless Network Quality Performance in Five Regions; AT&T Ranks
    Highest in One Region

    T-Mobile actually ranked 2nd in the West Region and Northeast Regions

    Sprint comes in 4th Place/Last Place in all 6 Regions with the worst results in the West Region.

    Now in its 12th year, the semiannual study is based on 10 problem areas of the customer experience:
    dropped calls; calls not connected; audio issues; failed/late voicemails; lost calls; text transmission failures;
    late text message notifications; Web connection errors; slow downloads; and email connection errors.

    Next Up: Consumer Reports in November

  • Reply to

    JD Power's Network Quality Report

    by wirlesbushub Aug 27, 2014 7:16 PM
    wirlesbushub wirlesbushub Aug 27, 2014 11:39 PM Flag

    No, it's not. Google: JD Power Network Quality and you will see the last report published on March 6th 2014 and the one before that on Aug. 29th 2013.

    You are talking about a different report as JD Power has hundreds of them.

  • Based on past releases, this could be out tomorrow or Friday. I'm interested to see the results.

  • Is Sprint going to put up the money to buyout FreedomPop or is T-Mobile looking buy the 600,000+ wholesale subscribers away from Sprint to meet Legere's target of becoming #3? These two companies are really going after each other.

  • wirlesbushub wirlesbushub Aug 19, 2014 12:46 PM Flag

    First off, I would have contracted with 1 vendor, not 3, to create consistency across the country and one throat to choke when target dates for completion are missed.

    Second, I would have gone to major metropolitan cities and completed the build outs city by city instead of how Sprint sparsely put up towers and claimed they were LTE launched and sold 4G LTE plans to customers that never saw a LTE symbol on their devices indicating they were still EVDO, 3G, and in some cases 1XRTT.

    Third, I wouldn't have outsourced the network management to Ericsson, when Samsung and ALU are building 2/3rds of your network. Do you think Samsung and ALU would care what Ericsson employees had to say?

    I could continue, but what's the point. IMO Sprint made all these decisions when they were financially in trouble in 2009/2010. And, they were too far down this path by the time Son/SB came into the picture. Son has voiced his ridicule of Sprint's past leadership of the management of Network Vision so this shouldn't be coming as a surprise to anyone. Sprint was desperate with limited financial options when they came up with the concept of Network Vision and everyone (Including Softbank and Sprint customers) are frustrated from the networks poor performance.

  • Reply to

    High volume move

    by ntrldan Aug 18, 2014 2:54 PM
    wirlesbushub wirlesbushub Aug 19, 2014 12:18 PM Flag

    Nice call ntrldan.

    Right now, there aren't many stocks showing 20%+ revenue growth Y/Y and because Jason has expressed that SWIR is positioned to grow much further in their current size and cost structure, we know margins should improve significantly as well.

    Outside of projected performance, I can't think of any speculation that could be driving SWIR to push toward the 52 week high of $26.65. I hope you're right that this is not being driven by any outside catalyst.

  • As I've been saying, until the 3rd party reviews of Sprint's network start to show any improvement, you couldn't believe anything coming from Sprint leadership about their network. I believe Marcelo knew he had to come clean knowing the reports from the first half of 2014 were about to start coming in. RootMetrics is the 1st and will be followed by JD Power later this month. Marcelo has been ripped for saying the network isn't as good as his competition, but I respect him for it.

    Network Vision has been a major disappointment as Sprint created a complex mess of their network by awarding the bid to three separate vendors. Because it has taken so long, Sprint marketing came up with "Spark" even though the concept of integrating and aggregating 800, 1.9, and 2.5 spectrum was always part of the original plan of Network Vision. The "New" network is in major need of simplification and until that happens, Sprint will continue to fall behind it's competitors.

  • Reply to

    From Marcelo's mouth

    by wirlesbushub Aug 14, 2014 7:08 PM
    wirlesbushub wirlesbushub Aug 14, 2014 9:08 PM Flag

    Just because I don't share your view doesn't mean I'm a basher, I'm an investor. I've been Long and Short Sprint in the past and I'm trying to determine if there's an entry point in the near future or if this thing goes back to $2 or $4 like some analysts suggest.

    Also, if you read the post, I was commending Marcelo for being honest as compared to Hesse and team who tried to tell everyone that the network was significantly improved and yet he only lost credibility & subscribers that were frustrated with "Pardoning his Dust". And, I believe the best assessment of Network Quality and Speed are the third party reviews by the likes of JD Power and Consumer Reports. JD Power will have their report in about 2 weeks and CR in November so I'd like to see how much the network has improved according to them vs. someone like Greek telling me he has personally seen it.

    In the end, I've been right and you've been wrong with the call on Sprint. Now it's about what's next.

  • wirlesbushub by wirlesbushub Aug 14, 2014 7:08 PM Flag

    "When you have a great network, you don’t have to compete on price," the Brightstar Corp. founder added. "When your network is behind, unfortunately you have to compete on value and price."

    There are many of you on this board that like to boast about Network Vision and Spark as being on par with the networks of AT&T & VZ. That is simply not the case and thank god, Marcelo didn't ask to "Pardon the Dust" like Hesse did for 3 years.

    I give Claure credit that he recognizes that he can't tell people about a great network that is just not there which holds some credibility. The aggressive price cuts will decimate ARPU and margins, but that's what a new CEO is supposed to do, come clean on all that's going bad and start to build from the bottom. Maybe next week will be the bottom.

  • wirlesbushub wirlesbushub Aug 13, 2014 5:54 PM Flag

    We are about 2 weeks away from JD Power's next published report by market for Network Quality. I guess we'll see.

  • wirlesbushub by wirlesbushub Aug 8, 2014 12:09 PM Flag

    News coming!

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