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Joshua007

Joshua007
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  • Sergio Marchionne fires up Fiat-GM merger talk again [View news story]
    I like the idea of VW as I also believe they are more complementary & do not overlap as much. The other one I could see as a good fit would be Mazda, they would slot below the alpha brand but still retain a sporty image, and they could share their 'skyactive' engineering to help improve the fuel efficency of all their brands to meet the ever increasing government standards.
    Aug 31, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • Google to set life sciences team free within Alphabet [View news story]
    I agree, they are running the business in a way that will increase the breadth of their reach, which should result in many successful businesses (and maybe there will be a few duds by investors standards) but overall positive.

    The people who want google to do search and nothing else want to make a profit now even if not investing means the company dies as profits from search advertising dwindle as they cannot be sustained forever. There are plenty of stocks, if you don't like how management runs the company, get something else.
    Aug 21, 2015. 08:50 AM | 9 Likes Like |Link to Comment
  • SoftBank President takes massive stake in company [View news story]
    well to be fair, they might want to sell it at some point in the future, but they have committed back to sprint and want to fix it (most likely to gain back their investment before selling)... or they still have hope to purchase T-Mobile then keep the combined telecom.
    Aug 19, 2015. 11:14 AM | Likes Like |Link to Comment
  • 3 Metrics Explain Why Sprint Could Go A Lot Lower [View article]
    A couple points that are not factored in here is that sprint purchased clearwire, which along with a massive (capital intensive) rip-&-replace network overhaul, fully explain the increase in debt. Also now that softbank owns ~80%, we are only trading 20% of the company. To say that it is the same company as it was in 2011 just because their revenue is similar, is an unfair statement. Now I am not saying it's worth more than your saying, just pointing out that it requires a whole lot more analysis. They went from having no LTE coverage, abysmal 3G & still carrying 2 networks before they shut down Nextel; to now having a competitive network. Free cash flow was there while they did nothing, but if they wouldn't have spent to upgrade, they DEFINITELY would have died.
    Jul 13, 2015. 12:14 PM | 9 Likes Like |Link to Comment
  • WSJ: Google phone service to launch as soon as tomorrow [View news story]
    abbyowner,

    You are apparently missing the point that Google is trying to do with the service. They will be using WiFi and 2 different networks to route calls and data. This will require a phone that has the ability to connect to many different spectrum bands and possibly using different technologies (at least for 3G) and if I remember right, they want to work on hand-off's to & from WiFi. They will need control over the device software to provide quick updates, and this is most likely the reason they are using the nexus 6.

    The lessons learned about how and where people use their phones, as well as how to integrate macro networks and WiFi will help Google in future builds of android add well as helping the carriers learn to manage their networks better.

    For Google, they want people to consume more Internet, because it makes them more money on the back end, and if they can get the cost/GB down in the industry... they could profit.
    Apr 22, 2015. 12:09 AM | 6 Likes Like |Link to Comment
  • Sprint up premarket; testing home delivery of new phones [View news story]
    They are starting in places where their network is substantially complete in all 3 frequency bands (800/1900/2600Mhz) and it is to give people a 1-on-1 with a rep to set up the device as well.
    Hopefully we hear something about their expansion plans during their next earnings call.
    Apr 13, 2015. 10:19 AM | 5 Likes Like |Link to Comment
  • This Data Gives Sprint's Future A Fighting Chance [View article]
    Some things take time, son knows this. The network must improve before he can do anything, and that is getting near complete and now adding capacity @ 2600MHz, which should help data speeds. If he would have sank more money than sprint spent over the last year it would've only marginally increased the speed of the buildout. He's a shrewd business man, and if it would've resulted in a good return on investment, he would've already done it.

    Sprint is a long play that creates synergies with his own mobile business, and will eventually make both companies more profitable.
    Feb 16, 2015. 03:57 PM | 3 Likes Like |Link to Comment
  • Sprint (S +0.6%) raises its offer for Clearwire (CLWR +1.7%) to $5/share, well above Dish's (DISH -2%) $4.40/share tender offer. Clearwire's special committee is endorsing the offer (reversing its prior recommendation for Dish's bid), and is rescheduling a shareholder vote set for June 24 to July 8. Clearwire shares are halted; Dish's have spiked lower. Will Charlie Ergen return fire? [View news story]
    As others have speculated, Dish is looking to be brought to the negotiating table about a spectrum hosting deal that will benefit Dish. Sprint (should) sell excess capacity to dish, and agree to host their network, but only with terms that are beneficial to sprint as well as dish. I do not see a reason someone would want to use dish's satellite TV service, but with a competitive LTE network they would give some unique options for watching TV programming, but will people want dish controlling the content of the internet they provide... only time will tell.
    Jun 20, 2013. 10:51 PM | Likes Like |Link to Comment
  • Clearwire's (CLWR +0.5%) board plans to endorse Dish's (DISH -3.9%) $4.40/share tender offer and postpone a Thursday shareholder vote on majority owner Sprint's (S -0.1%) $3.40/share buyout offer, the WSJ reports. The reports comes two days after Sprint gave its support to SoftBank's (SFTBF.PK) revised offer for the company, and set a June 18 deadline for Dish to make its final offer. Sprint and Dish have been arguing over the legality (I, II) of Dish's bid for Clearwire. (previous[View news story]
    As long as sprint still has clearwire, I see no problem letting Dish purchase a strategic amount of shares and help fund the LTE roll-out. Dish wants different things out of their purposed LTE network, as they want to have streaming video from their satellite service available everywhere. Clearwire can host this spectrum and provide extra capacity where needed, while still helping sprint offload capacity at the same time.
    That being said, I would still rather sprint buy clearwire outright as they would be much more aggressive with their plans for the spectrum if they did not have to pay usage-based rates, which will limit clearwire's use for now.
    But if this allows sprint to bid on the 600Mhz spectrum without government involvement, it may be a blessing in disguise. Sprint could always buy clearwire outright at a later date, but they will almost certainly pay much more for the company... In this way, matching dish may be the best option. (or bidding dish up and sprint cashing out and purchasing more spectrum elsewhere!)
    Jun 13, 2013. 01:16 PM | Likes Like |Link to Comment
  • Ford (F) says it will pass its full-year record for hybrid sales this month as demand for the new C-Max and electric Fusion looks strong. In April, the automaker delivered 35,034 Fusion hybrids compared to the 3,257 Camry and 19,889 Prius hybrids Toyota moved. What to watch: Analysts are still bickering over the impact of lower gas prices on hybrid demand heading into the summer, but Ford appears poised to grab even more hybrid market share. [View news story]
    I thought the numbers seemed a little off, but I still think that ford has some of the best looking hybrids. The cost of gas going down is not going to affect the sales of hybrids in the future as much as it did in the past. Why? Because they are not as cost prohibitive anymore, as well as people realizing that fuel can always go up, and any temporary relief at the pump will not last indefinably. As more hybrids get made, the economies of scale make the components less expensive per unit, and as companies build more they will improve the technology. Now, I realize that they will always cost more than their standard engine counterparts, but the cost will not be astronomical and more and more people will opt for the higher MPG. Also, do not discount the effect of people becoming more and more environmentally conscious, especially in other markets across the world.
    May 4, 2013. 11:39 AM | Likes Like |Link to Comment
  • Is Apple (AAPL -0.5%) finally close to scoring an iPhone deal with NTT DoCoMo (DCM)? The president of the top Japanese carrier, which has been bleeding share to iPhone-carrying SoftBank (SFTBF.PK) and KDDI, says his company is willing to sell the iPhone if it can reach a mutually beneficial deal. DoCoMo and Apple have reportedly been at odds in the past over Apple's purchase requirements and DoCoMo's insistence on pre-installing some of its apps. (China Mobile[View news story]
    I agree with kroyals, why scoff at potential sales? Apple has even now cut deals with pre-paid carriers that have significantly less customers. The main reason that they even have the purchase commitments is so that they can produce enough phones for each specific carrier and so that apple knows that they will not favor the rival phone manufacturers, leaving apple with excess capacity at production facilities & excess supply that they cannot sell. I prefer the normal supply and demand that I learned in economics, but apple demand is high enough for them to negotiate more favorable terms.
    Jan 11, 2013. 04:03 PM | Likes Like |Link to Comment
  • Sprint In Last Place After Recent Merger? [View article]
    The problem that exists with both Leap & Metro is that they use the AWS band as well as PCS band of spectrum. Sprint has just aligned themselves a plan to make all service in the 800/1900/2600MHz bands & would have to re-do all network vision towers to gain any advantage with the AWS (1700/2100MHz) band. And they simply won't do that, so the options would be to sell/swap the spectrum. In both cases, you also get pre-paid customers & lot of debt, as well as having to shut down another redundant network to make money. Personally I am for them making another M&A move. I wish they had bought all of US Cellular, as their spectrum in the cellular (850MHz) band would have helped sprints rural coverage & still fit in their network vision plans.

    And the reason I was suggesting that they wouldn't party for the defected subscribers from the T-Mobile/Metro deal is because even without incentives, Sprint and their prepaid brands are a much better value than the AT&t/VZW duopoly can offer. If sprint offers even a small incentive, it is still far less costly than trying to out-bid T-Mobile...
    Nov 8, 2012. 09:47 AM | Likes Like |Link to Comment
  • Sprint Nextel (S -1.2%) agrees to to pay $480M to U.S. Cellular (USM) for PCS spectrum and 585,000 subscribers in Illinois, Indiana, Michigan, Missouri and Ohio. The deal, which includes the assumption of liabilities, will "significantly increase Sprint's network capacity and improve the customer experience." (PR[View news story]
    Once Sprint fully gets the 8b from Softbank, they should buy all of US Cellular. Integrating their 700MHz LTE spectrum will be a challenge, but the enhanced rural coverage (including cellular 850MHz for voice & 3G) would allow them to really threaten the att/vzw duopoly. Also, I think they should look into leap wireless. They would have to sell off the AWS spectrum to T-Mobile (or att/vzw), but they might be able to work out a trade for more PCS spectrum. Leap's problem is that they are all prepaid and cheaper plans, but their spectrum licenses cover a larger area than their service actually reaches currently. If sprint was able to add that spectrum to their existing towers & place their spectrum on leap towers that weren't redundant, that would help their competitiveness as well.
    Overall, I am happy to hear they are doing deals, but I would like to see details on which customers sprint is getting and how much PCS spectrum is involved in the deal. Also, why is USC paying with customers & spectrum, as these are the 2 most valuable assets for a wireless company...
    Nov 7, 2012. 09:18 AM | Likes Like |Link to Comment
  • Clearwire (CLWR +6%) treks higher after Mount Kellett Capital, which owns 7.3% of the carrier, issues a letter voicing concerns about Sprint's (S +0.8%) Eagle River share purchase, which leaves it with a majority stake and board control, and the potential for a conflict of interests. Mount Kellett wants Clearwire to "sell a substantial portion of the Company's excess spectrum," something Sprint may not be keen on doing. (also[View news story]
    I agree with head coach, they want the stock to appreciate so they can make back some of their losses, but that is not in Clearwire's best interest. Because of the type of spectrum Clearwire has, they could never economically deploy a truly nationwide service. 2500-2600MHz spectrum will only ever be used in dense urban environments, and since there is usually decent coverage by all carriers, they need to differentiate themselves by offering more speed & capacity than their competitors. If they sell their spectrum they lose all of their competitive advantage!
    Nov 1, 2012. 04:22 PM | Likes Like |Link to Comment
  • Sprint (S +0.5%) acquires control of Clearwire (CLWR -8%) after buying out one of the the latter's other investors, Eagle River Holdings, with the deal giving Sprint a stake of 50.8%.
     [View news story]
    Under the structure of Clearwire, sprint already owns the majority stake of the spectrum. The spectrum technically sits in a seperate Clearwire & Sprint owned entity where sprint owns 50+%. It was set up this way so that sprint would be given the option to block spectrum sales... That was from another article over a year ago, so unless something changed since then, they were always in control of the spectrum.
    Oct 27, 2012. 12:54 PM | Likes Like |Link to Comment
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