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wpdsr001

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  • Dish (DISH) abandons its bid for Clearwire (CLWR) five days after abandoning its bid for Sprint (S). This paves the way for Sprint's $5/share offer to be approved at Clearwire's July 8 meeting. CLWR -2% AH to $4.99. Will Dish now turn its sights on T-Mobile USA (TMUS)? [View news story]
    GOOD MOVE ! Dish has finally made Softbank and Sprint spend up or obligate most of their money. They are no longer players in the consolidation game.

    Verizon has their own fight trying to buy back shares from Vodafone and not much energy left as a player in the consolidation game.

    Nobody wants to have anything to do with AT&T and thus they are not much of a player in the consolidation game.

    If Deutsche Telekom (T-Mobile) want to get out of the U.S. market, Dish is there only near or long term bet. They will deal now.

    Once the U.S. consolidation finally shakes out, Sprint will be the only U.S. Wireless provider owned by a foreign company.

    We will now have 4 Wireless provides that has spent or obligated most of their money and will now have to compete vigorously.

    Good for U.S. cellular customers. Pay back time !
    Jun 26 10:25 PM | Likes Like |Link to Comment
  • T-Mobile USA (TMUS +3.3%) is "Plan B" for SoftBank (SFTBF.PK) if its merger with Sprint (S +0.3%) doesn't go through, says CEO Masayoshi Son. But Son adds he "[plans] to go with Plan A if possible." Reuters reported last week SoftBank is talking with Deutsche Telekom (DTEGY.PK) about buying its 74% stake in T-Mobile USA if the Sprint merger fails thanks to a rival bid from Dish (DISH). For now, Sprint's board (unlike Clearwire's) is spurning Dish. As always, Son isn't lacking for confidence. "I am determined to be No. 1 in the world very soon in my industry ... You are lucky not to be my competitor." [View news story]
    So lets do it this way. Let Softbank buy Sprint as is, its almost done. Then let Dish buy the remaining Clearwire and move on to purchase T-Mobile.

    That will produce a very competitive 4 wireless providers and a good situation for the American Public.
    Jun 14 04:02 PM | Likes Like |Link to Comment
  • Fannie Mae (FNMA.OB -33.8%) and Freddie Mac (FMCC.OB -37.6%) both crumble - perhaps under their own ridiculous weight, or maybe given a push by SA's Dividend Monkey. He points out the two businesses - technically with intrinsic value of zero - were being valued (as of last night's close) at 40-60% of their 2007 market caps. The music's stopped - time to find a chair. [View news story]
    I must be a lousy trader and an even worse investor. I have always believed that "value never looses value".

    You see Fannie and Freddie hold almost all the mortgages on most of the residential real estate in the U.S.. That's value even thought it does not pay much these days. So the statement "pay me now or pay me later" should apply here because you eventually will have to pay me".

    As for the government and politics, I have always thought that it was either illegal or immoral for the federal government to go into private enterprise when there is already a private sector available that does the same thing. The public will eventually wise up.

    So I believe I will hold mine for a while. If you do not have money to weather the storm, you should not be investing.
    May 29 02:00 PM | 1 Like Like |Link to Comment
  • Pres. Obama is expected to nominate Tom Wheeler, a former CEO for both the cable and mobile phone industry's top trade groups (the NCTA and CTIA), to be the next head of the FCC, the WSJ reports. Given Wheeler's background and the fact he supported the AT&T/T-Mobile merger (shot down in part by the outgoing Julius Genachowski), albeit on grounds it would give the FCC a chance to impose new regulations, AT&T (T) and Verizon (VZ) might be happier with this report than Sprint (S) and MetroPCS (PCS). If Wheeler gets the job, he'll arrive ahead of a major spectrum auction whose rules are still being hotly debated[View news story]
    Well, looks like Obama has found a new donor. We need to keep the playing field a open as possible to allow for more and better competition !!!
    Apr 30 05:56 PM | 2 Likes Like |Link to Comment
  • Upcoming FCC spectrum auctions should be structured to guarantee smaller nationwide carriers - no doubt T-Mobile (DTEGY.PK) and Sprint (S) - are able to purchase a fair share, so as to "improve the competitive dynamic among nationwide carriers and benefit consumers," the DOJ argues in a public filing. Verizon Wireless (VZ, VOD) and AT&T (T), who are already complaining the auctions (arriving in 2014 or later) will cap how much spectrum they can acquire, can't be happy to hear that. [View news story]
    This is encouraging news. You see, we the citizens of the United States own our airways and do not mind sharing them with business in order for the nations as a whole to benefit from what we own.


    It is good that our airways may now be shared more evenly with the many business that want to do business with us and I hope all do well but not at our expense.


    Now some of the more smaller companies will have a better chance to compete in the wireless market and a couple may even want to come together and join forces to form a third more equal and competitive company. This could do nothing but benefit all concerned.


    As for outside interests that have viewed the U.S. market as a much easier and softer market than their own, we welcome you, but this may not be as easy as it has in the past.


    This is in no way meant to be critical but to celebrate in the "Free Market" way of doing business. You see, the "Free Market" is people and not businesses.
    Apr 12 04:21 PM | 1 Like Like |Link to Comment
  • T-Mobile USA (DTEGY.PK) will start selling the iPhone 5 (AAPL) on April 12. In tune with the carrier's embrace of subsidy-free plans, the 16GB model will be sold without contract for an up-front cost of $100 and a 2-year, $20/month installment schedule (total cost of $580, a little below the phone's unlocked price of $649). T-Mobile, which is (finally) launching a 4G LTE network in 7 cities, will also sell the BlackBerry Z10 (BBRY) and Samsung's Galaxy S IV. The carrier plans to offer 4G coverage to 100M people by mid-year, and 200M by year's end. (live blog) (PR[View news story]
    I don't know why I am such a skeptic but the T-Mobile and Wireless Cellular Industry in general has encouraged me to be that way. You see I own a wireless phone, a tablet, and a laptop. I am also deaf and rely almost exclusively on wireless text communication to communicate. Try and get connected with all these wireless offerings but without having to first give over your first born.

    I am also an investor and positions trader. That makes me even more of a skeptic. Here is why.

    a. It seems very funny to me that T-Mobile is going to start selling the iPhone on the exact same day as the MetroPCS shareholders are going to have their very continuous stockholders meeting on the T-Mobile / MetroPCS merger. Has T-Mobile hired some of the White House Staff to manage the events leading up to this shareholders meeting?

    b. All this sounds wonderful for all the new customers that may want to leave their current provider and move to T-Mobile. They welcome them with open arms. What about their already loyal customers. Show me where a current customer can update their current plan to the new plan (they can) but at the same time buy a new phone under the new arrangement (they cannot). The only way I see they can do that is to add a second line. Does the word predatory pop its head up here.

    You be the judge. As always, trust but verify. Even though I am deaf, I don't want to be dumb also.
    Mar 26 10:52 PM | Likes Like |Link to Comment
  • From John Hempton's lips to the market's ears. The "just insane" bidding up of the almost certainly worthless common stock of Fannie and Freddie (FNMA.OB, FMCC.PB) savagely reverses, with both falling more than 50% within minutes. [View news story]
    What we are seeing now is just knee jerk and market players. Over the long haul I think FNMA, in my case, is a valuable stock. Any company that controls, conservatively, over 75% of the housing finance in this country has to be worth something. You see "true value never looses true value".

    I am holding and have been holding for several years FNMA waiting for the day when this company is spun off or restructured into a new form of enterprise and continues to operate in finance.

    I don't want the money for the stock I own now but I want shares in the new enterprise this company will eventually develops into, probably one or more private enterprise.
    Mar 21 11:33 AM | 1 Like Like |Link to Comment
  • Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
    Saibus Research,

    I have traded for many years and have read thousands of research reports, probably more than you have ever written. Never in my life have I witnessed a research company go after a company as hard and as negative as yours.

    This shows a clear bias against Nokia by Saibus Research thus removing you as a serious analysis of their stock. You have totally disqualified yourself as a qualified analysis of their stock.

    As it relates to Saibus Research, you can never be viewed as a "Market Neutral" analysis as it relates to Nokia.

    Disclaimer: I no longer holds shares in Nokia having sold my position a while back, made some money, and moved on.
    Jan 11 09:39 AM | 10 Likes Like |Link to Comment
  • Global shares are taking a dive as Washington continues the agonizing over the fiscal cliff, with S&P futures -0.3%. Surely investors know by now the way its likely to play out - nothing will be agreed until the very last minute, after which shares will enjoy a relief rally. Back in the corporate world, Green Mountain (+21%) gets back to winning ways in its latest earnings, while Knight Capital jumps 19% following a bid from Getco. Later: New home sales. Fed's Beige Book [View news story]
    How dumb are we !!

    President Obama is a Union Scholar, Community Organizer, all around people Organizer. He uses Union tactics to negotiate and promote his causes. Look at his history and review all his past negotiation tactics. He wants to go over the Fiscal Cliff (strike) so when he eventually go back to debate the issue he will have an edge. Don't take my word, review his past.

    Maybe he should review the "Twinkies" situation this time.
    Nov 28 10:04 AM | 1 Like Like |Link to Comment
  • Nokia's Burning Cash On Its 'Burning Platform' [View article]
    Words like "Pitiful", "Pathetic", and "Mediocre" are usually not words associated with high level, critical thought, business evaluation. My thoughts would be more like, lets wait and see since we are only a few weeks away from the culminating events.

    The number of articles written, both pro and con, over the last three to four weeks about Nokia and Windows 8 is very telling to me

    With the release of a new high end smartphone and the TRUE introduction of another operating system, it has really shook up the cell phone industry.
    Oct 26 03:00 PM | 3 Likes Like |Link to Comment
  • Nokia In Denial As Smartphone Kings Pull Ahead [View article]
    WO ! I believe the author has bought into the current American political campaign strategy and decided to write about NOKIA.
    Oct 25 05:28 PM | Likes Like |Link to Comment
  • Job number one of the next Obama administration would appear to be the ousting of FHFA chief Ed DeMarco, who has blocked Treasury's efforts for principal reductions for troubled mortgages. Doing the job he was hired to do, DeMarco contends such moves sound nice, but have proven to be worse than existing programs at reducing foreclosures and saving the taxpayer money. [View news story]
    If you lower the bad mortgages, then I expect you to lower mine too. All you are doing is resetting the bar.
    Oct 24 03:48 PM | 1 Like Like |Link to Comment
  • Does Nokia Continue To Disappoint In A Highly Competitive Industry? [View article]
    Tell me something I didn't know. The fact that you used the word "consider" means you are not sure either. So I plan to sit back, watch and wait because I do not believe this chapter in the biography of Nokia has not been completely written yet.

    The market, the industry and the consumer will let us know in due time. For all we know we may be witnessing the birth of a new operating system in the cell phone environment that will now make it a three party game instead of two (Apple & Android).
    Oct 17 06:44 PM | 2 Likes Like |Link to Comment
  • How Stephen Elop Destroyed Nokia [View article]
    One further thought on article. One of the best ways to get involved with a person or group is to "pick a fight". All opinions and reactions then come out. I have enjoyed the article, especially the comments and I have learned a lot. I will trade much better because of it.
    Oct 10 02:50 PM | 1 Like Like |Link to Comment
  • How Stephen Elop Destroyed Nokia [View article]
    I am late to Nokia and come specifically for the trade. Two things do stand out for me. First, Nokia is an excellent cell phone producer and has always been one. Second, Mr Elop came to Nokia with one specific objective in mind,whether conscious or subconscious, and that was to introduce some form of Microsoft operating system to the cell phone environment. That may be good, that may be bad, I am Market Neutral.
    Oct 10 02:41 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
43 Comments
61 Likes