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  • A First-Hand Look At The Google Fi Opportunity [View article]
    As per part 2:

    http://seekingalpha.co...

    the real key is making WiFi and other unlicensed spectrum ubiquitous. That effectively gives you signal in basements and other places where you'd never have it. In the meantime, being able to switch between the T-mobile and Sprint networks on the fly makes a lot more difference than I thought it would.
    Aug 4, 2015. 02:23 PM | Likes Like |Link to Comment
  • Google's Project Fi: Who Gets Hurt? [View article]
    It's already more than moving the needle for several people I know, and it's only in limited release so far.

    Also, cable and the wireless companies need one another. That's why you've already seen some cooperation between the likes of Verizon and Time Warner Cable.
    Aug 4, 2015. 12:57 PM | Likes Like |Link to Comment
  • Google's Project Fi: Who Gets Hurt? [View article]
    The latest from Apple is that they are NOT in talks to offer an MVNO. I agree with Wired that they should, if they cared about their consumers

    http://wrd.cm/1gHGtBm

    but it's been pretty clear that they care more about margins, and those probably aren't good enough.
    Aug 4, 2015. 12:55 PM | 2 Likes Like |Link to Comment
  • How Apple Stock Does Before New iPhones Are Introduced [View article]
    Indeed, I think you'd find similar patterns for many highly visible releases related to other stocks too. Over the longer term, though, I think Apple is going to have a very hard time EVER topping the iPhone 6 release:

    http://seekingalpha.co...
    Aug 4, 2015. 12:46 PM | Likes Like |Link to Comment
  • Sprint earnings call: Masa Son committed to turnaround [View news story]
    Indeed, U.S. service is terrible, but the competitive landscape may be changing

    http://bit.ly/1gHEZah

    and Sprint is a part of it. How much or little the company will benefit from that remains to be seen.
    Aug 4, 2015. 12:44 PM | Likes Like |Link to Comment
  • Sprint CFO Euteneuer resigns, execs shuffled; shares up 2.7% (updated) [View news story]
    The original link here was was to a tweet with, as usual, no further useful information or linkage. Thanks for changing it, though you should document that you did so.
    Aug 3, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • Sprint CFO Euteneuer resigns, execs shuffled; shares up 2.7% (updated) [View news story]
    I don't know what sort of back-room deal SA has with Twitter, but it becomes just as useless with each new link there. This is where SA Editors should have linked instead:

    http://sprint.co/1KN18xO
    Aug 3, 2015. 05:12 PM | Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    I find 2G speeds unusable for many applications, and wonder what Metro means by "up to" 4G LTE speeds.

    Anyway, no, you don't have to monitor if you don't want to. You can set data warnings and caps at whatever you want. So it really is just pay for what you use, limit iff you want to, thus allowing people to really just pay for what they use and find what works best for them without paying for more in advance.
    Aug 3, 2015. 02:06 PM | Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    Exactly, once people get used to using LTE data responsibly, data use goes way down, but convenience doesn't because of ubiquitous WiFi. That's why I see Fi as better even when you're around 2GB... because you only pay for what you use and don't have to budget it.
    Aug 3, 2015. 01:48 PM | Likes Like |Link to Comment
  • Report: Apple in talks to offer mobile phone services on MVNO basis (updated) [View news story]
    5 years is a long time. See here for a firsthand look at Google's existing service

    http://seekingalpha.co...

    and the next article for how the industry is likely to be changing dramatically.
    Aug 3, 2015. 01:45 PM | 2 Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    Thank you. I need to prioritize responses to my subscribers and don't always have time to refute misinformation here. I can confirm that the Nexus 6 sold with Fi is unlocked, so if you ever want to switch that would be one less task.
    Aug 3, 2015. 09:23 AM | Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    For those who use 4GB or more of LTE per month, yes. Look at your own data usage and decide for yourself. If you stream video over LTE all the time, then Fi probably isn't for you. Many typically want to watch on a large screen, where wired internet is available. As mentioned above, navigation is the other typical data hog, and with more and more cars having that built in, it will be an increasingly less common use case for the phone.

    In many use cases, I've seen, even with occasional navigation, people use 2GB or less per month, but they often pay for more because they don't want overage charges. Thus for many, and certainly those who pay attention to where their data (and money) is going, Fi works out far cheaper. The next article will show how this trend is likely continue to continue. I didn't say it would happen over night, but both efficient, logical usage and demographics favor this trend.
    Aug 3, 2015. 09:20 AM | Likes Like |Link to Comment
  • ConocoPhillips - 'The Dividend Is Safe' [View article]
    Yes, the dividend is safe and Conoco's conference call detailed good progress on APLNG and Surmount 2, as commented here:

    http://seekingalpha.co...
    Aug 3, 2015. 07:00 AM | 3 Likes Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    For those looking to the long side of this pair, Conoco's recent conference call spelled out just how well prepared they are. Cash flow neutrality will take a while because they are completing two major projects, APLNG and Surmont 2, but the most recent conference call

    http://seekingalpha.co...

    disclosed that each is proceeding well and winding down on CapEx while ramping up on revenue. The current double dip in energy prices makes any E&P scary, but Conoco is definitely best of breed there. I can completely see investors waiting on oil prices before buying in, but you're likely to pay a bit of a premium for that certainty.
    Aug 3, 2015. 06:59 AM | 1 Like Like |Link to Comment
  • Let the AT&T-DirecTV bundling begin [View news story]
    That doesn't seem like much of a deal to me, but I'm amongst those who think there's not so much worth watching on TV (at least not that I can't stream for free/more cheaply). I also don't see why anyone would want to stream video over LTE except in the occasional corner case. Thus high speed internet (only), and Google's Project Fi

    http://seekingalpha.co...

    work out much better.
    Aug 3, 2015. 06:32 AM | 3 Likes Like |Link to Comment
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