Will EarthLink Buy AOL's Dial-Up Business? [View article]
ELNK stock is so cheap, that for them to buy AOL's access business, they would have to take a price WAY below what they are hoping for. Perhaps AOL could buy ELNK, in a reverse merger. Either way, AOL's valuation expectations are going to have to come down, and the value of ELNK should rise. It's dirt cheap.
The WiMax Deal Is a Disaster: How Google Got Snookered [View article]
You sound like the typical Wall Street analyst that has not bothered to talk with the actual people in the industry. Ignorance. My rough count has 350+ global rollouts of WiMax, many with mobile, not fixed. And again, like above, the rest of your points sound like whinings instead of business hindrances.
I see CLWR as the first pure-play on 4G service, with a 2-4 year lead on an unproven competitive technology, LTE (zero products, zero rollouts, and unfinished specs).
That equates to a 2-4 year monopoly and head-start on 4G. Value that.
Will EarthLink Buy AOL's Dial-Up Business? [View article]
The WiMax Deal Is a Disaster: How Google Got Snookered [View article]
I see CLWR as the first pure-play on 4G service, with a 2-4 year lead on an unproven competitive technology, LTE (zero products, zero rollouts, and unfinished specs).
That equates to a 2-4 year monopoly and head-start on 4G. Value that.