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Aryamehr

Aryamehr
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  • Sprint Faces Subscriber Growth Concerns After iDEN Shutdown [View article]
    Anyone can receive a suckers punch, no matter how good they may be, nevertheless that is not what an investor should base his investment on.

    Sprint closed down half its network, Nextel, for good. The saving from this are in the billions. It has more spectrum than ATT and VERIZON combined and we all know the future is Streaming Video, which will be using TDD LTE. All future devices are going to be at least Tri-Band and the largest telecom using TDD LTE will be China Mobile. Even Qualcomm has made major investments in TDD LTE assets.
    Aug 30 08:19 AM | Likes Like |Link to Comment
  • Sprint Faces Subscriber Growth Concerns After iDEN Shutdown [View article]
    Well put! By the end of the year Sprint will put ATT and VZ in their pocket when it comes to spectrum.

    The repurposing of their Nextel spectrum and purchase of Clearwire's spectrum assets gives them a definitive advantage. I have an order in to buy 100 K of shares for every move south by 10 cents.

    My other bet was ALU, which is related to Sprint's future 4G LTE.
    Aug 30 08:07 AM | Likes Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    Anyone seriously that follows the crooks in these brokerage houses, such as GS should be wary of their predictions. Does anyone remember when they were touting CSCO at $80? Remember 2008, the imminent System Failure that should have put GS out of business?
    Aug 21 01:50 PM | Likes Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    China and India are both major TDD LTE users and both of them are already collaborating with Masyoshi Son's Softbank/Sprint/Clearwire (aka the new Sprint/Softbank).

    As of today it appears that China Mobile (750 million subscribers) has signed a major deal with Apple to begin selling a TDD Lte version of the iPhone. This with the fluidity and growth of the Emerging Markets should be a major boon for both international wireless growth.
    Aug 20 07:55 AM | Likes Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    I bought Ford at $2:08
    Envidia $7
    EMC $10
    Sprint $1:5, however I did dollar cost averaged north
    Pfizer $15
    Apple $92.5

    To date my only regret has been Citi however all in all I am happy where I am today.
    Aug 19 11:26 AM | 1 Like Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    I am right and you will Profusely thank me. Don't forget a little token of appreciation. One thing you should remember, Patience is an investors greatest tool after he has done his due diligence. Buy as the stock goes down, do your Dollar cost averaging and you will be rewarded handsomely.
    Aug 19 11:19 AM | Likes Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    Knowledge is Power. Don't let the program traders fool you. Sprint has the leadership and the vision. Among the Telecom leaders is Masayoshi Son, he is no second rate leader. Just follow his supporters, Cooperman, Paulson etc., they are too numerous to write in such a short article.
    Aug 19 11:15 AM | 2 Likes Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    As the old cliché goes, "Talk is Cheap," put your money where you scrawl!

    As I have noticed, we all like to make comments but we rarely dare make bets, however I can assure you on Sprints future, the company will hit North of $12 within a year.
    Aug 19 06:33 AM | 1 Like Like |Link to Comment
  • Is Sprint A Sell After The Earnings Report? [View article]
    Sprint has everything going for it:

    1. Substantially lowered it Debt Servicing costs.

    2. Truncated an expensive 2nd. Network - Nextel

    3. Repurposed 14 MHZ of its Nextel spectrum

    4. Got a $5 billion cash infusion from Masayoshi, a Korean immigrant and leader of Softbank. Let's not forget he is also purchased Vodaphone Japan, Alibaba Japan and currently owns 44 different internet companies that are all being added to Sprint.

    5. Is expected to spend $8 billion annually to upgrade their network in the next two years, in total $16 billion over the next two years.

    6. Bought out Clearwire, its partner as part of the Sprint purchase. Currently Sprint is the largest Spectrum holder in the USA, with more than double that of ATT and Verizon.

    7. Last quarters results had very little to do with Masayoshi Son, it was generally uneventful.

    Conclusion:

    Brace yourselves for Double Digit growth.
    Aug 19 06:17 AM | 2 Likes Like |Link to Comment
  • Apple: Inside Icahn's Indecent Proposal [View article]
    Apple has gone from being a leader into "First amongst Equal," however I will say it is no doubt a Short term Hold.
    Aug 17 06:26 AM | Likes Like |Link to Comment
  • Juniper: Don't Overlook This Networking Stock [View article]
    Three great stock with ALU grossly undervalued.
    Aug 15 09:51 AM | Likes Like |Link to Comment
  • Sprint Looks To A New Future With Softbank, But Subscriber Growth A Concern [View article]
    When S was trading @ $2.35 I had a concentrated position in the company and I kept it for years. Today it is trading $ $7.25 and I can assure you this is just the beginning.

    With the purchase of S, Softbank has substantially lowered the companies servicing costs, promised an $16 billion infusion to upgrade its network over the next two years and purchased the largest hoard of spectrum available in the US.

    Let us not forget, it was not until this quarter that Softbank took the helm of the company. This quarter will be Sprint's first without its Legacy sister, Nextel, hence we should begin to see substantial savings in CapEx. without Nextel.

    I am of the opinion that we are on for a Northerly glide-path toward $12.
    Aug 9 10:03 PM | Likes Like |Link to Comment
  • Is DISH Running Out Of Options After Sprint-Softbank Deal's National Security Clearance? [View article]
    I am inclined to agree with Marzan, however we should not forget the limitations of Charlie's bids. Let's not forget it is a zero sum game.
    May 31 02:00 PM | Likes Like |Link to Comment
  • The War Of 4G Long Term Evolution [View article]
    The Sftby deal is much better for Sprint, however Dish's offer is tantalizing for any short term investor.
    Apr 16 07:42 PM | 1 Like Like |Link to Comment
  • Why You Should Sell Shares Of Sprint Nextel [View article]
    Sir, your conclusion is predicated on TTM analysis, which is fine if all the parameters were equal, however as you probably know Sprint's status is very different to that of Vodafone, Verizon and ATT.

    The company recently agreed to sell 70% of its holdings to Softbank, which is run by the astute businessman, Masayoshi Son, of Korean origins wielding a Japanese passport. Mr. Son at one time around the year 2000 was purported to be the second richest man on earth. His ventures in the .com world didn't all fare well, nevertheless he has been able to garner a fortune north of $14 billion. His collection of internet companies and his success with the old Vodafone Japan puts him in an enviable position with Sprint. Mr. Son is wary of the capacity of Clearwire's spectrum, since his company has been a successful operator of the 2500 Mhz spectrum in other parts of the world. To think that he will fail in his new venture would be unwise, especially when we consider Sprint's Network Vision, which is expected to be consummated by the end of this year. Network Vision will give Sprint three times the Push to Talk capacity it had with Nextel, which is slated to be decommissioned at the end of this quarter. It will also allow Sprint to refarm Nextel's 800 Mhz spectrum to its LTE network. With Clearwire's spectrum (2500 Mhz) and Nextel's spectrum (800 Mhz) added to its own 1900 Mhz repertoire Sprint will be well positioned to take on ATT and Verizon.

    We should also not forget that S is also expected to get an $8 billion cash infusion from Softbank once the FCC, DHS and FBI approves their merger. At the end of last quarter S had over $6 billion in cash on its books and borrowed $3 billion in cash from Softbank at 1%. If S stock was depressed because of a potential impending BK, Softbank most definately put the final nail in the coffin for that scenario. With todays technology, Softbank's wherewithal and Clearwire's spectrum Sprint is the only sure thing to double over the next few years. Let us not forget the benefits engendered in truncating Nextel; the elimination of 30,000 towers and their OpEx. This is huge by any standard.
    Apr 2 01:41 AM | 3 Likes Like |Link to Comment
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