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Monday, Apr 15
If Dish (DISH -2.3%) fails to buy Sprint (S +13.8%), it will have "few other attractive options"...
If Dish (DISH -2.3%) fails to buy Sprint (S +13.8%), it will have "few other attractive options" in mobile, points out TownHall Research: it thinks Dish's mobile efforts could be delayed by a over a year if Sprint turns it down. FBR notes Sprint, Dish, and Clearwire (CLWR -3.2%) have a combined $45B in debt, and predicts a higher bid from SoftBank (SFTBF.PK), whose scale and ability to reposition Sprint remain selling points. With Charlie Ergen saying Dish wants to differentiate its offerings via integrated services rather than pricing, rivals (T, VZ, PCS) are likely hoping Dish beats out SoftBank, which many believe plans to launch a price war. (more)