Exsprex's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/181151/comments http://seekingalpha.com/article/76091-vultures-already-inspecting-sprint-s-carcass?source=feed#comment-163317 163317 Wed, 07 May 2008 09:53:15 -0400 http://seekingalpha.com/article/75840-sprint-nextel-a-short-on-today-s-gap-up?source=feed#comment-162638 162638
If the rumors about Morgan O'Brien buying Nextel back are true, perhaps he could buy all of the government and national security sensitive parts of the business and clear the way for DT to buy the consumer wireless business??? And, probably let the corporate customers choose between the two? [Just a thought - not sure how doable this arrangement would be]]]> Tue, 06 May 2008 11:32:33 -0400
If the rumors about Morgan O'Brien buying Nextel back are true, perhaps he could buy all of the government and national security sensitive parts of the business and clear the way for DT to buy the consumer wireless business??? And, probably let the corporate customers choose between the two? [Just a thought - not sure how doable this arrangement would be]]]> http://seekingalpha.com/article/74558-sprint-s-against-the-odds-turnaround-looks-less-and-less-likely?source=feed#comment-159164 159164
Ed, your points about fear and politics in the KC Sprint culture have been explained to me many times by Sprint employees, ex employees and Sprint partners. It is an innovation killing feature of the culture. It puts pressure on the employees to always be positive no matter what [read the comment from insider Sprint] and it squashes efforts to automate and consolidate functions for fear of eliminating jobs.

Well before the Nextel takeover, Sprint's headcount was too high compared to its industry competitors. It takes a lot of heads to manage processes that could/ should be automated. Verizon and ATT are way ahead on that count. That's why their costs - especially Verizon's costs- are so much lower than Sprint's. And, when I read about problems like not being able to pay commissions properly, I suspect that it has a lot to do with human error. Commissions - even complex formula commissions - are an easy function to get right when they are automated and when the back office systems are integrated. And getting commissions right should be one of the highest priorities for any company.

I bought this stock because Sprint has far and away the most promising assets in the industry for the next generation of telecom technology and the price of these assets is far below their market value. I thought that the company would be forced to automate and consolidate to stay competitive with Verizon and ATT, but I now think it will take a buyout to free the potential of these assets. The KC culture will keep the potential locked up.]]> Wed, 30 Apr 2008 07:30:02 -0400
Ed, your points about fear and politics in the KC Sprint culture have been explained to me many times by Sprint employees, ex employees and Sprint partners. It is an innovation killing feature of the culture. It puts pressure on the employees to always be positive no matter what [read the comment from insider Sprint] and it squashes efforts to automate and consolidate functions for fear of eliminating jobs.

Well before the Nextel takeover, Sprint's headcount was too high compared to its industry competitors. It takes a lot of heads to manage processes that could/ should be automated. Verizon and ATT are way ahead on that count. That's why their costs - especially Verizon's costs- are so much lower than Sprint's. And, when I read about problems like not being able to pay commissions properly, I suspect that it has a lot to do with human error. Commissions - even complex formula commissions - are an easy function to get right when they are automated and when the back office systems are integrated. And getting commissions right should be one of the highest priorities for any company.

I bought this stock because Sprint has far and away the most promising assets in the industry for the next generation of telecom technology and the price of these assets is far below their market value. I thought that the company would be forced to automate and consolidate to stay competitive with Verizon and ATT, but I now think it will take a buyout to free the potential of these assets. The KC culture will keep the potential locked up.]]> http://seekingalpha.com/article/74558-sprint-s-against-the-odds-turnaround-looks-less-and-less-likely?source=feed#comment-158562 158562
As a citizen worried about the US economy, my hope is that a buyer with cash and vision will step in and begin maximizing the management of these assets. The US economy needs innovation to generate new wealth/ jobs/ economic strength. Right now, all of that potential is wasting away in this cash poor company. ]]> Tue, 29 Apr 2008 10:00:07 -0400
As a citizen worried about the US economy, my hope is that a buyer with cash and vision will step in and begin maximizing the management of these assets. The US economy needs innovation to generate new wealth/ jobs/ economic strength. Right now, all of that potential is wasting away in this cash poor company. ]]> http://seekingalpha.com/article/73036-sprint-is-still-a-steal-at-current-levels?source=feed#comment-154867 154867 Tue, 22 Apr 2008 16:11:10 -0400 http://seekingalpha.com/article/73036-sprint-is-still-a-steal-at-current-levels?source=feed#comment-154042 154042 Mon, 21 Apr 2008 11:58:47 -0400