Geddy's Comments Geddy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/170155/comments Apple's AT&T Deal: Setting the Record Straight http://seekingalpha.com/article/175166-apple-s-at-t-deal-setting-the-record-straight?source=feed#comment-778036 778036

On Nov 24 05:23 PM GSlusher wrote:

> Typical financial commentary that ignores physical reality. Apple
> would need to design & get approval for a DIFFERENT iPhone to
> use on Verizon's CDMA network, then support it. Why would they, when
> CDMA is on the way out and is used only in the US and a smattering
> of other countries? It would also reduce the iPhone's functionality:
> the user could not access email or the web while on a call, as CDMA
> cannot handle voice & data simultaneously. (E.g., you can't access
> Google Maps data while on a call with the Droid.)]]>
Wed, 25 Nov 2009 23:05:41 -0500

On Nov 24 05:23 PM GSlusher wrote:

> Typical financial commentary that ignores physical reality. Apple
> would need to design & get approval for a DIFFERENT iPhone to
> use on Verizon's CDMA network, then support it. Why would they, when
> CDMA is on the way out and is used only in the US and a smattering
> of other countries? It would also reduce the iPhone's functionality:
> the user could not access email or the web while on a call, as CDMA
> cannot handle voice & data simultaneously. (E.g., you can't access
> Google Maps data while on a call with the Droid.)]]>
AT&T Launches Verizon Counter-Punch Ad http://seekingalpha.com/article/174318-at-t-launches-verizon-counter-punch-ad?source=feed#comment-768404 768404

On Nov 19 12:01 PM Mobility Expert wrote:

> The facts regarding AT&T's claim of the fasted 3G network are
> based on third party data from Telephia. Telephia runds all kinds
> of network related tests including, data speeds, dropped calls, blocked
> call, call quality and on and on. Verizon would be filing suite against
> AT&T on the speed clain if it weren't true.]]>
Thu, 19 Nov 2009 23:45:31 -0500

On Nov 19 12:01 PM Mobility Expert wrote:

> The facts regarding AT&T's claim of the fasted 3G network are
> based on third party data from Telephia. Telephia runds all kinds
> of network related tests including, data speeds, dropped calls, blocked
> call, call quality and on and on. Verizon would be filing suite against
> AT&T on the speed clain if it weren't true.]]>
AT&T Launches Verizon Counter-Punch Ad http://seekingalpha.com/article/174318-at-t-launches-verizon-counter-punch-ad?source=feed#comment-768403 768403

On Nov 19 11:19 AM Joe B. from H-Burg wrote:

> Talk and surf at the same time means just that and nothing to do
> with tethering. You can maintain a phone conversation and, during
> the the very same call, surf the web to search for information that
> may be helpful and used during the phone conversation.
>
> I have done this many times.]]>
Thu, 19 Nov 2009 23:44:50 -0500

On Nov 19 11:19 AM Joe B. from H-Burg wrote:

> Talk and surf at the same time means just that and nothing to do
> with tethering. You can maintain a phone conversation and, during
> the the very same call, surf the web to search for information that
> may be helpful and used during the phone conversation.
>
> I have done this many times.]]>
AT&T Launches Verizon Counter-Punch Ad http://seekingalpha.com/article/174318-at-t-launches-verizon-counter-punch-ad?source=feed#comment-768402 768402

On Nov 19 11:50 AM almypal wrote:

> I'm an AT&T customer and think the commercial is good! Tells
> the facts...I'm sure AT&T is just getting started...look out
> Verizon they are coming after you!!! I used to be a verizon customer
> for 9 years, but the poor service made me switch to AT&T and
> I am very happy with the service...]]>
Thu, 19 Nov 2009 23:44:03 -0500

On Nov 19 11:50 AM almypal wrote:

> I'm an AT&T customer and think the commercial is good! Tells
> the facts...I'm sure AT&T is just getting started...look out
> Verizon they are coming after you!!! I used to be a verizon customer
> for 9 years, but the poor service made me switch to AT&T and
> I am very happy with the service...]]>
Clearwire: 'Google Believes in Us' http://seekingalpha.com/article/172783-clearwire-google-believes-in-us?source=feed#comment-768395 768395 Thu, 19 Nov 2009 23:35:37 -0500 Clearwire: 'Google Believes in Us' http://seekingalpha.com/article/172783-clearwire-google-believes-in-us?source=feed#comment-758499 758499

On Nov 12 11:58 AM Titan_X wrote:

> You asked do they have a mobile device?
>
> Answer: Everything they sell is mobile. The fact that you posed question
> shows you are speaking here with little knowledge of the product
> in general.]]>
Fri, 13 Nov 2009 09:40:57 -0500

On Nov 12 11:58 AM Titan_X wrote:

> You asked do they have a mobile device?
>
> Answer: Everything they sell is mobile. The fact that you posed question
> shows you are speaking here with little knowledge of the product
> in general.]]>
Sprint Nextel Drawing Bearish Investors http://seekingalpha.com/article/172855-sprint-nextel-drawing-bearish-investors?source=feed#comment-757753 757753

On Nov 11 04:59 PM Nextel Accessories wrote:

> ok, so what is the basis of this expectation?]]>
Thu, 12 Nov 2009 17:14:52 -0500

On Nov 11 04:59 PM Nextel Accessories wrote:

> ok, so what is the basis of this expectation?]]>
Clearwire: 'Google Believes in Us' http://seekingalpha.com/article/172783-clearwire-google-believes-in-us?source=feed#comment-756881 756881

On Nov 11 01:10 PM Rico2 wrote:

> I fail to see how CW's customer serivce is any different better or
> worst than any other TELCO out there so I would drop the "worst customer
> service I've seen" act.. And I'm using the service in the Seattle
> market ahead of launch and fail to see how my moving around the city
> while using the internet isn't considered mobile..What is mobile
> by your definition???]]>
Thu, 12 Nov 2009 09:10:38 -0500

On Nov 11 01:10 PM Rico2 wrote:

> I fail to see how CW's customer serivce is any different better or
> worst than any other TELCO out there so I would drop the "worst customer
> service I've seen" act.. And I'm using the service in the Seattle
> market ahead of launch and fail to see how my moving around the city
> while using the internet isn't considered mobile..What is mobile
> by your definition???]]>
Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone? http://seekingalpha.com/article/170801-apples-to-apples-will-history-repeat-itself-as-android-gains-on-the-iphone?source=feed#comment-743637 743637 Tue, 03 Nov 2009 22:05:40 -0500 Sprint's Upcoming Phone Lineup: It Has to Do Better than That http://seekingalpha.com/article/170144-sprint-s-upcoming-phone-lineup-it-has-to-do-better-than-that?source=feed#comment-738576 738576
As far as what happened in the past being relevant, I've just perused the last quarterly results for S and they're still losing customers...sounds like its not over.


On Oct 31 02:57 AM Aryamehr wrote:

> Knowing that Sprint has twice the 3G coverage of ATT and 14 times
> the coverage of T-Mobile, and that they are the only carrier with
> a 4G platform, makes me wonder why anyone would claim that their
> networks suck, especially when you they have been recognized for
> having the 'most reliable' network by PC Magazine, and recognized
> for their network 'speed' by Boy Genius. This was all without their
> 4G platform.
>
> Not only do they have a great network but it is the most reasonable
> when considering price. ATT with half the 3G coverage of Sprint charges
> $50 more per month than Sprint on their equivalent "all you can use
> programs." On their equivalent 'Everything Mobile," program Sprint
> is $80 cheaper than ATT and VZ.
>
> Sprint is so sure of their coverage and service that they will allow
> you to use any of their phones for 30 days without a contract. That
> is unequivocal proof of how good their service is against the rest
> of the Telcos.
>
> What Sprint was two or three years ago has no bearing on what it
> is today and where it will be tomorrow.]]>
Sat, 31 Oct 2009 14:39:31 -0400
As far as what happened in the past being relevant, I've just perused the last quarterly results for S and they're still losing customers...sounds like its not over.


On Oct 31 02:57 AM Aryamehr wrote:

> Knowing that Sprint has twice the 3G coverage of ATT and 14 times
> the coverage of T-Mobile, and that they are the only carrier with
> a 4G platform, makes me wonder why anyone would claim that their
> networks suck, especially when you they have been recognized for
> having the 'most reliable' network by PC Magazine, and recognized
> for their network 'speed' by Boy Genius. This was all without their
> 4G platform.
>
> Not only do they have a great network but it is the most reasonable
> when considering price. ATT with half the 3G coverage of Sprint charges
> $50 more per month than Sprint on their equivalent "all you can use
> programs." On their equivalent 'Everything Mobile," program Sprint
> is $80 cheaper than ATT and VZ.
>
> Sprint is so sure of their coverage and service that they will allow
> you to use any of their phones for 30 days without a contract. That
> is unequivocal proof of how good their service is against the rest
> of the Telcos.
>
> What Sprint was two or three years ago has no bearing on what it
> is today and where it will be tomorrow.]]>
Sprint's Upcoming Phone Lineup: It Has to Do Better than That http://seekingalpha.com/article/170144-sprint-s-upcoming-phone-lineup-it-has-to-do-better-than-that?source=feed#comment-737773 737773

On Oct 30 12:51 PM Aryamehr wrote:

> Sprint's facts:
>
> Total Liquidity: $7.5 billion ($5.9 in cash, $1.6 LOC)
> YTD Free Cash Flow $2.1 billion, Q3 $864 million
> (this is including their pension contribution)
>
> Only carrier with a 4G platform
> Twice the 3G coverage of ATT
> 14 times the coverage of T-Mobile
> This Quarter they will have the best line-up of Smartphones.
> (Palm Pre &amp; Pixi, HTC Hero &amp; Samsung Moment, Tour etc.)<br/>
>
> As of todays trading they have a Market Cap of $8.5 Billion. This
> means Sprint could essentially buyout all its own shares with its
> current cash position. The only thing lacking at Sprint was a decent
> line-up of Smart phones and that has been fully addressed. At these
> prices Sprint should buy out its own shares. Its current cash flow
> could easily manage its debt maturities. In 2010 the only Non-Revolving
> debt that will be maturing is for $750 million which is due on 6/28/2010.
>
>
> Sprint's spectrum holding could fetch more than $20 billion on the
> free market, which would easily payoff all its debts. Just food for
> thought for those of you that don't have the vision to see what is
> happening.]]>
Fri, 30 Oct 2009 19:00:10 -0400

On Oct 30 12:51 PM Aryamehr wrote:

> Sprint's facts:
>
> Total Liquidity: $7.5 billion ($5.9 in cash, $1.6 LOC)
> YTD Free Cash Flow $2.1 billion, Q3 $864 million
> (this is including their pension contribution)
>
> Only carrier with a 4G platform
> Twice the 3G coverage of ATT
> 14 times the coverage of T-Mobile
> This Quarter they will have the best line-up of Smartphones.
> (Palm Pre &amp; Pixi, HTC Hero &amp; Samsung Moment, Tour etc.)<br/>
>
> As of todays trading they have a Market Cap of $8.5 Billion. This
> means Sprint could essentially buyout all its own shares with its
> current cash position. The only thing lacking at Sprint was a decent
> line-up of Smart phones and that has been fully addressed. At these
> prices Sprint should buy out its own shares. Its current cash flow
> could easily manage its debt maturities. In 2010 the only Non-Revolving
> debt that will be maturing is for $750 million which is due on 6/28/2010.
>
>
> Sprint's spectrum holding could fetch more than $20 billion on the
> free market, which would easily payoff all its debts. Just food for
> thought for those of you that don't have the vision to see what is
> happening.]]>
Motorola Droid: A Promising iPhone Challenger http://seekingalpha.com/article/168545-motorola-droid-a-promising-iphone-challenger?source=feed#comment-730017 730017 Sun, 25 Oct 2009 22:03:06 -0400 Deutsche Telekom Likely Wants Sprint's Wireline Business, Not the Whole Company http://seekingalpha.com/article/161496-deutsche-telekom-likely-wants-sprint-s-wireline-business-not-the-whole-company?source=feed#comment-679489 679489 Wed, 16 Sep 2009 14:15:50 -0400 J.D. Powers: Verizon Tops in Voice Quality http://seekingalpha.com/article/159884-j-d-powers-verizon-tops-in-voice-quality?source=feed#comment-660788 660788 Thu, 03 Sep 2009 15:53:56 -0400 Sprint Ramps Up 4G Deployment http://seekingalpha.com/article/156808-sprint-ramps-up-4g-deployment?source=feed#comment-647596 647596 Wed, 26 Aug 2009 13:27:49 -0400 More WiMax for Smart Grid http://seekingalpha.com/article/156303-more-wimax-for-smart-grid?source=feed#comment-640130 640130

On Aug 16 08:47 PM TinyTim wrote:

> WiMax is a good alternative to Zigbee.
> A major advantage of WiMax is utilities could use it to expand into
> broadband like many municipalities are doing.]]>
Fri, 21 Aug 2009 14:14:06 -0400

On Aug 16 08:47 PM TinyTim wrote:

> WiMax is a good alternative to Zigbee.
> A major advantage of WiMax is utilities could use it to expand into
> broadband like many municipalities are doing.]]>
Sprint Ramps Up 4G Deployment http://seekingalpha.com/article/156808-sprint-ramps-up-4g-deployment?source=feed#comment-640129 640129 Fri, 21 Aug 2009 14:13:00 -0400 Sprint Ramps Up 4G Deployment http://seekingalpha.com/article/156808-sprint-ramps-up-4g-deployment?source=feed#comment-635101 635101 Tue, 18 Aug 2009 13:29:38 -0400 Sprint Accelerates Its 4G Network http://seekingalpha.com/article/155924-sprint-accelerates-its-4g-network?source=feed#comment-631279 631279
Again, LTE will surpass WiMax is POPs covered by 2010. It is in every major/reputable publication. Let's also take a look at their numbers recently announced (Clearwire; don't even get me started on Sprint's numbers!); 12,000 net adds with a churn of over 2.6%. That's actually pretty sorry numbers for a carrier.]]>
Sat, 15 Aug 2009 20:10:26 -0400
Again, LTE will surpass WiMax is POPs covered by 2010. It is in every major/reputable publication. Let's also take a look at their numbers recently announced (Clearwire; don't even get me started on Sprint's numbers!); 12,000 net adds with a churn of over 2.6%. That's actually pretty sorry numbers for a carrier.]]>
Sprint Accelerates Its 4G Network http://seekingalpha.com/article/155924-sprint-accelerates-its-4g-network?source=feed#comment-630633 630633 Fri, 14 Aug 2009 21:26:22 -0400 Sprint Accelerates Its 4G Network http://seekingalpha.com/article/155924-sprint-accelerates-its-4g-network?source=feed#comment-628589 628589 Thu, 13 Aug 2009 14:24:38 -0400 Sprint, Samsung Roll Out America's 'Greenest' Cell Phone http://seekingalpha.com/article/154484-sprint-samsung-roll-out-america-s-greenest-cell-phone?source=feed#comment-620733 620733 Fri, 07 Aug 2009 21:41:30 -0400 Blackberry Price Study: Comparing Cellular Carriers http://seekingalpha.com/article/154252-blackberry-price-study-comparing-cellular-carriers?source=feed#comment-618185 618185

On Aug 06 08:37 AM gekko13 wrote:

> So what exactly is your point? For unlimited domestic, which applies
> to most people, the clear-cut value play is MetroPCS. They come in
> at a price level that is 50% to 67% cheaper than the other carriers.
> In today's economy, that is nothing to sneeze at.]]>
Thu, 06 Aug 2009 12:18:09 -0400

On Aug 06 08:37 AM gekko13 wrote:

> So what exactly is your point? For unlimited domestic, which applies
> to most people, the clear-cut value play is MetroPCS. They come in
> at a price level that is 50% to 67% cheaper than the other carriers.
> In today's economy, that is nothing to sneeze at.]]>
Does Verizon Really Need the iPhone? http://seekingalpha.com/article/149678-does-verizon-really-need-the-iphone?source=feed#comment-595386 595386

On Jul 19 10:26 PM AdamC wrote:

> The question to ask is do Apple need VZ?
>
> The churn rate is low because of the contracts the subscribers had
> signed with VZ and they also inherited 13 millions customers from
> Alltel (without which ATT would have the most subscribers).
>
> VZ cripple phones to save bandwidth and most of their users don't
> surf the net because of the crappy user experience. Wit the iPhone
> VZ may also experience the same problem as ATT because of the consumption
> of bandwidth.
>
> And why should Apple make a CDMA phone when there is no future in
> its future?
>
> By the way selling in other markets more than make up for the loss
> of sale without VZ.]]>
Mon, 20 Jul 2009 14:06:20 -0400

On Jul 19 10:26 PM AdamC wrote:

> The question to ask is do Apple need VZ?
>
> The churn rate is low because of the contracts the subscribers had
> signed with VZ and they also inherited 13 millions customers from
> Alltel (without which ATT would have the most subscribers).
>
> VZ cripple phones to save bandwidth and most of their users don't
> surf the net because of the crappy user experience. Wit the iPhone
> VZ may also experience the same problem as ATT because of the consumption
> of bandwidth.
>
> And why should Apple make a CDMA phone when there is no future in
> its future?
>
> By the way selling in other markets more than make up for the loss
> of sale without VZ.]]>
Does Verizon Really Need the iPhone? http://seekingalpha.com/article/149678-does-verizon-really-need-the-iphone?source=feed#comment-595383 595383

On Jul 19 12:09 PM Don Bowey wrote:

> You said "As noted before, the iPhone may be the worst thing that
> has ever happened to AT&amp;T’s reputation over the long run."<br/>
>
> You must be one of the non-technical writers who think the iPhone
> "consumes" bandwidth. It doesn't. It uses whatever bandwidth is available
> at any time, which is totally a function of AT&amp;T's Network.<br/>
>
> AT&amp;T damages their own reputation by not increasing bandwidth
> availability ahead of service demand, By the way, what makes you
> think the Verizon network is any better? Quit blabbing things as
> truth, which are only conjecture.]]>
Mon, 20 Jul 2009 14:05:11 -0400

On Jul 19 12:09 PM Don Bowey wrote:

> You said "As noted before, the iPhone may be the worst thing that
> has ever happened to AT&amp;T’s reputation over the long run."<br/>
>
> You must be one of the non-technical writers who think the iPhone
> "consumes" bandwidth. It doesn't. It uses whatever bandwidth is available
> at any time, which is totally a function of AT&amp;T's Network.<br/>
>
> AT&amp;T damages their own reputation by not increasing bandwidth
> availability ahead of service demand, By the way, what makes you
> think the Verizon network is any better? Quit blabbing things as
> truth, which are only conjecture.]]>
Sprint Outsources Network Maintenance to Ericsson http://seekingalpha.com/article/147956-sprint-outsources-network-maintenance-to-ericsson?source=feed#comment-585947 585947
Total agreement on Dan Hesse as I worked under him with AT&T Wireless back in the 90's, he's an excellent CEO. However, the expense savings he's done to date come at a cost. Layoffs are always the worst way to cut back expenses, especially in the Network where they've mainly occurred....and now tossed aside to have a vendor run it for you. To me that smells of "non-ownership" of your Network. They can tout all they want to that they'll hold Ericsson responsible but it will never be like they really own it.]]>
Mon, 13 Jul 2009 12:40:17 -0400
Total agreement on Dan Hesse as I worked under him with AT&T Wireless back in the 90's, he's an excellent CEO. However, the expense savings he's done to date come at a cost. Layoffs are always the worst way to cut back expenses, especially in the Network where they've mainly occurred....and now tossed aside to have a vendor run it for you. To me that smells of "non-ownership" of your Network. They can tout all they want to that they'll hold Ericsson responsible but it will never be like they really own it.]]>
Sprint Outsources Network Maintenance to Ericsson http://seekingalpha.com/article/147956-sprint-outsources-network-maintenance-to-ericsson?source=feed#comment-582517 582517

On Jul 09 05:53 PM Aryana wrote:

> The Erickson deal is just another great move by Dan Hesse in the
> latter 6 quarters. He has beaten Earnings expectations 5 of the last
> 6 Quarters. Increased cash reserves to over $5 billion, enhanced
> Sprint's selection of Smart Phones and made Sprint the most reliable
> network in the nation. This has all been done while lowering the
> companies debt load. Every survey has shown improved customer service
> to respectable levels and the company has begun to minimize its churn.
> Its subsidiary Clearwire expects to have a ubiquitous 4G presence
> from Hawaii to New York by the end of this year and its Pre-Paid
> service, Boost Mobile is doing very well...]]>
Fri, 10 Jul 2009 14:07:12 -0400

On Jul 09 05:53 PM Aryana wrote:

> The Erickson deal is just another great move by Dan Hesse in the
> latter 6 quarters. He has beaten Earnings expectations 5 of the last
> 6 Quarters. Increased cash reserves to over $5 billion, enhanced
> Sprint's selection of Smart Phones and made Sprint the most reliable
> network in the nation. This has all been done while lowering the
> companies debt load. Every survey has shown improved customer service
> to respectable levels and the company has begun to minimize its churn.
> Its subsidiary Clearwire expects to have a ubiquitous 4G presence
> from Hawaii to New York by the end of this year and its Pre-Paid
> service, Boost Mobile is doing very well...]]>
Sprint Outsources Network Maintenance to Ericsson http://seekingalpha.com/article/147956-sprint-outsources-network-maintenance-to-ericsson?source=feed#comment-582372 582372
I suggest you stop being cheap and take out an actual advertisement instead of publishing rubbish on blogs that are obviously a HUGE sales pitch from an employee.]]>
Fri, 10 Jul 2009 12:36:03 -0400
I suggest you stop being cheap and take out an actual advertisement instead of publishing rubbish on blogs that are obviously a HUGE sales pitch from an employee.]]>
Cramer's Mad Money - Strategies for Staying in the Game (6/29/09) http://seekingalpha.com/article/146172-cramer-s-mad-money-strategies-for-staying-in-the-game-6-29-09?source=feed#comment-570142 570142

On Jun 30 03:03 PM dorkassslammer wrote:

> where is the meat? i never get any real meat out of this Cramer guy...]]>
Wed, 01 Jul 2009 12:44:19 -0400

On Jun 30 03:03 PM dorkassslammer wrote:

> where is the meat? i never get any real meat out of this Cramer guy...]]>
Palm Investors Await 'Pre'-lude http://seekingalpha.com/article/144646-palm-investors-await-pre-lude?source=feed#comment-559105 559105

On Jun 23 11:22 AM Aryamehr wrote:

> I tried the iPhone 3GS and felt it was pretty much unusable. The
> screen was hard to read, it had no keyboard and I kept on making
> mistakes with the virtual keyboard. That combined with ATT killed
> the iPhone for me, especially at over $150 per month. So I got myself
> a Viao laptop instead and could not be happier.
>
> When I need to use a computer I don't think of a Smart phone to replace
> my small laptop. When I need a phone I need a phone that can do voice/text/email
> and occassional Browsing on a reliable network at a reasonable price.
> I pay Sprint $99 for all I can use, Voice/Text/Email/Browsing and
> $50/mo for my Laptop. If you can get this anywhere else under this
> price please do advise. Another thing you should note, Sprint allows
> me access to their 4G platform for the same price.]]>
Tue, 23 Jun 2009 12:28:01 -0400

On Jun 23 11:22 AM Aryamehr wrote:

> I tried the iPhone 3GS and felt it was pretty much unusable. The
> screen was hard to read, it had no keyboard and I kept on making
> mistakes with the virtual keyboard. That combined with ATT killed
> the iPhone for me, especially at over $150 per month. So I got myself
> a Viao laptop instead and could not be happier.
>
> When I need to use a computer I don't think of a Smart phone to replace
> my small laptop. When I need a phone I need a phone that can do voice/text/email
> and occassional Browsing on a reliable network at a reasonable price.
> I pay Sprint $99 for all I can use, Voice/Text/Email/Browsing and
> $50/mo for my Laptop. If you can get this anywhere else under this
> price please do advise. Another thing you should note, Sprint allows
> me access to their 4G platform for the same price.]]>