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VernonDozier

VernonDozier
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  • GoPro: Apple Is Not The Threat [View article]
    I just wanted to say, under no certain terms, that Josh Topolsky has been the worst hiring decision that Michael Bloomberg as mayor, or his company has ever made.

    Kudos to SeekingAlpha, Eli Hoffman, Yigal Grayeff, and even David Jackson for being at the top of the game.

    Bloomberg isn’t mayor anymore, which is great NEWS for everyone.

    Even though his office created a unique precedent of an extra term in American History, Josh Topolsky will forever be a scar on all New Yorker’s lives. People who have met him indeed know he's opinionated, but only for the opinions he creates himself and others opinions can't be shared. Still, it can be REDEEMED if David Jackson or any analyst from Morgan Stanley runs for the Mayor's office!

    ***Thanks for keeping the comments***
    Feb 6, 2015. 02:31 PM | 1 Like Like |Link to Comment
  • Top regulator objects to Dish's discount [View news story]
    This reminds me of when VoiceStream (Now T-Mobile) took advantage of similar tax incentives for cellular licenses back in 1990s.

    Back in those days, the US Government created similar tax incentives for Indian Tribes that bid and won airwave rights from the US Government.

    When those auctions occurred, the Cook-Inlet Tribe in Alaska bid, and subsequently won a lot of airwave rights.

    Today, those airwave rights were transferred and are owned by a telephone company based in Germany. The FCC also had to approve the transfer, even though, to my knowledge, there aren't any US Native Americans (Indians) in Germany.
    Feb 3, 2015. 07:01 PM | Likes Like |Link to Comment
  • Sprint aims to recover market share [View news story]
    Most Likely, if consolidation continues to occur, Verizon and AT&T will be allowed to merge.

    Mergers which consolidate companies is something like a snowball down a mountain. One competitor merges, then another competitor merges... It basically just allows people on Wallstreet to discuss cashflow metrics. More cashflow doesn't necessarily equate a "bigger" or "better" company, it just means someone's college finance buddy made some cash when a merger occurred. Consolidation and getting bigger and bigger is interesting because often there's no creation of new physical labor.

    I believe eventually, AT&T and Verizon will be allowed to merge again. The reason why is because AT&T hasn't dramatically lowered rates for the services they sell. In all reality, a cell phone should cost less than a home phone. However, it seems this additional cashflow is valuable to the AT&T Brand. It allows AT&T to find ways to finance mergers and acquisitions that it probably shouldn't be considering.

    But AT&T's CEO is someone with a background in finance, so I imagine they prefer to create merger & acquisition situations are preferred.

    When the AT&T/Verizon merger occurs, I plan to be out of college, perhaps working in finance. The banker's fees from that one merger will pay off all my student loans and debt...! I'm looking forward to it!
    Jun 24, 2014. 03:45 PM | Likes Like |Link to Comment
  • Reports: Sprint, T-Mobile near accord for ~$40/share deal [View news story]
    The issue as I see it, is that a combined AT&T/Sprint Tie-Up would create a value wedge where one Japanese company has more than double the spectrum than companies in the US who have the most customers.

    This presents a very interesting service offering challenge when it comes to ownership and access to US public airwave rights, and serviceability for both AT&T and Verizon customers, who pay more for their service, yet are still unable to offer "Unlimited" service like both Sprint and T-Mobile provide today.

    I imagine both AT&T and Verizon are looking at this proposed offer very carefully. They have the most to loose. Imagine taking your money out of AT&T and Verizon, sending it to the Japanese Stock Exchange to invest in Softbank.
    Jun 5, 2014. 06:38 PM | 1 Like Like |Link to Comment
  • Sprint Needs T-Mobile Rather Soon [View article]
    Well, the issue as I see it, is that a combined AT&T/Sprint Tie-Up would create a value wedge where one Japanese company has more than double the spectrum than companies in the US who have the most customers.

    This presents a very interesting service offering challenge when it comes to ownership and access to US public airwave rights, and serviceability for both AT&T and Verizon customers, who pay more for their service, yet are still unable to offer "Unlimited" service like both Sprint and T-Mobile provide today.

    I imagine both AT&T and Verizon are looking at this proposed offer very carefully. They have the most to loose. Imagine taking your money out of AT&T and Verizon, sending it to the Japanese Stock Exchange to invest in Softbank.
    Jun 5, 2014. 06:38 PM | Likes Like |Link to Comment
  • Sprint And T-Mobile US - A Winning Proposition [View article]
    Great comment; however a very small portion of workers at AT&T are bargained/unionized.

    Most of the bargained/union workers are on the wireline side of the house. Wireless has always been adverse to a union workforce... Going back to the days of when CellOne Craig McCaw and John Stanton. Craig and John both did well in the deregulated industry, and with non-union workforces.

    Sprint has obligations too-- such as the $20B contract with Apple; whose terms are likely similar to Verizon and AT&T; and also two brands; including Virgin Mobile, and Nextel.
    Jan 19, 2014. 06:53 PM | Likes Like |Link to Comment
  • Sprint And T-Mobile US - A Winning Proposition [View article]
    Well, remember... Sprint needs to figure out how to sell $20,000,000,000.00 worth of Apple iPhones.

    That contract was signed before Steve Jobs died. So, with the lack of innovation at Apple, and Sprint having that obligation, eliminating a national competitor is the best way Sprint can meet the Apple Contract Quotas; which helps Apple stock.

    I don't believe the FCC has much choice in the matter because former Vice President, Al Gore (who has a lot of political pull), is on the board of directors at Apple. I read that Al Gore performed an investigation, at Apple, for the SEC when Steve Jobs backdated stock options.

    Also, it may make sense for Sprint to shed assets after the merger. Maybe they can sell "Virgin Mobile" to Verizon. It's a very fun brand; and Richard Branson will probably have quite a bit of fun at Verizon.

    But when you think of it, it makes perfect sense-- the more networks Sprint owns, the faster Sprint can meet their Apple contract and quota.

    SEC disclosure: I don't own any telecom (or Apple) stock.
    Jan 19, 2014. 06:51 PM | Likes Like |Link to Comment
  • Sprint reportedly looking to value T-Mobile at $31B, receives financing offers [View news story]
    Well, now that Apple quotas are set, and need to be met, let's remember how we got here...

    Sprint needs to figure out how to sell $20,000,000,000.00 worth of Apple iPhones. Eliminating a competitor is best so Sprint can meet the Apple Contract Quotas.

    Also, in my mind, Sprint should be shedding assets. Maybe it's time to sell "Virgin Mobile" to Verizon. That's a very fun brand; and Richard Branson will probably have fun at Verizon.

    The more networks Sprint owns, the faster Sprint can meet their Apple Quota.
    Jan 19, 2014. 06:11 PM | Likes Like |Link to Comment
  • Sprint reportedly looking to value T-Mobile at $31B, receives financing offers [View news story]
    Well, now that Apple quotas are set, and need to be met, let's remember how we got here...

    Sprint needs to figure out how to sell $20,000,000,000.00 worth of Apple iPhones. Eliminating a competitor is best so Sprint can meet the Apple Contract Quotas.

    Also, Sprint should be shedding assets. Maybe even sell "Virgin Mobile" to Verizon. That's a very fun brand; and Richard Branson will probably have fun at Verizon.

    The more networks Sprint owns, the faster Sprint can meet their Apple Quota.
    Jan 19, 2014. 06:11 PM | Likes Like |Link to Comment
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