joremero's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/267265/comments http://seekingalpha.com/article/105049/comments?source=feed#comment-301875 301875 Mon, 10 Nov 2008 10:35:13 -0500 http://seekingalpha.com/article/96637/comments?source=feed#comment-261789 261789 I don't understand why you, and most of the press, are saying that NT will sell or spin off wireless when that's where it gets most of the profit. True, CDMA business is declining, but it still makes up most of the bulk revenue.
I've read the press release and heard the press conference, and Mike Z said something like "de-risking" investment, not selling or spinning off. Yes, de-risking is too broad, and yes, he gave examples of the UMTS divestiture and Wimax partnership, but he didn't imply a sale of the business.
NT does want to do LTE, but they know it's going to take years before they see revenue.
Partnerships could be they key to that reduction of risk and that in no way means selling the business.]]> Mon, 22 Sep 2008 15:35:57 -0400 I don't understand why you, and most of the press, are saying that NT will sell or spin off wireless when that's where it gets most of the profit. True, CDMA business is declining, but it still makes up most of the bulk revenue.
I've read the press release and heard the press conference, and Mike Z said something like "de-risking" investment, not selling or spinning off. Yes, de-risking is too broad, and yes, he gave examples of the UMTS divestiture and Wimax partnership, but he didn't imply a sale of the business.
NT does want to do LTE, but they know it's going to take years before they see revenue.
Partnerships could be they key to that reduction of risk and that in no way means selling the business.]]>