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JimBob

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Everything posted by JimBob

  1. JimBob
    Iliad working with Dish, Cox, Charter and others to improve T-Mobile bid: http://www.fiercewireless.com/story/rumor-mill-iliad-working-dish-cox-charter-and-others-improve-t-mobile-bid/2014-08-05 Sprint abandoning pursuit of T-Mobile: http://online.wsj.com/articles/sprint-abandoning-pursuit-of-t-mobile-1407279448
  2. JimBob
    T-Mobile has refused to open its financial books and other confidential information to Iliad. http://online.wsj.com/articles/t-mobile-rejects-iliads-request-for-due-diligence-1407260161
  3. JimBob

    LG G3

    JimBob replied to LuisBOSS302's topic in LG

    I did not know the camera was set to 10MP by default. Bad decision by LG!
  4. JimBob
    Very little to no signal around the Bentonville Battlefield. How am I supposed to relive the Civil War without a cell phone connection?
  5. JimBob
    Do most consumers need or want tethering?
  6. JimBob
    Q&A: Iliad’s Founder Explains His T-Mobile Bid http://blogs.wsj.com/corporate-intelligence/2014/08/01/qa-iliads-founder-explains-his-audacious-t-mobile-bid/
  7. JimBob
    Iliad's offer may have been a power-play to scare its French competitors. http://www.reuters.com/article/2014/08/01/us-tmobile-iliad-banks-idUSKBN0G146R20140801
  8. JimBob
    More work needs to be done on Southeast USA.
  9. JimBob
    It's mergers and acquisitions season. Sprint/SoftBank is the main buyer right now, but T-Mobile can have various other suitors, such as DISH. Considering current momentum and industry consolidation, DT would be foolish to sell at market price.
  10. JimBob
    Yeah. $10 billion offered in "synergies" (instead of cash).
  11. JimBob
    Good. Now we wait and see if Iliad comes back with a sweeter offer.
  12. JimBob
    Yes, Iliad needs to sweeten the deal if they expect T-Mobile board and shareholders to consider them. Maybe they are just testing the waters right now. Sprint shares have taken a beating today.
  13. JimBob
    Iliad is only offering $15 billion in cash for 56.6% of T-Mobile US at $33 a share; no premium at all. I do not see how T-Mobile's board would really want this offer. http://online.wsj.com/articles/frances-iliad-makes-bid-for-t-mobile-us-1406822189 And here's a chart for subscriber numbers (not sure if current):
  14. JimBob
    A quick little piece on Iliad's price war in France since 2012 ($3 mobile plans): http://blogs.wsj.com/corporate-intelligence/2014/07/31/3-a-month-the-discount-magic-of-iliad-french-bidder-for-t-mobile/
  15. JimBob
    Today's drop is due to T-Mobile receiving a buyout offer from French telecom Iliad. I could not resist and sold some of my other stock to buy Sprint again at $7.26
  16. JimBob
    The buyout offer from Iliad seems like a lose-lose situation for Sprint/SoftBank. 1. If SoftBank continues its pursuit of T-Mobile, it will have to pay a much higher premium and time. 2. If SoftBank does not buy T-Mobile, it will face an even more powerful T-Mobile with its yet another cash/management infusion (from Europe).
  17. JimBob
    Well I already bought a crapload of Sprint this past year ranging from $6.08 to $7.69 . I just do not have any more cash unless I sell off my other stocks.
  18. JimBob
    Sprint shares were beaten down today 3% despite the quarterly profit surprise. Bizarre.
  19. JimBob
    I am not worried about AT&T and Verizon. Sprint has $33 billion in debt; T-Mobile has $14 billion in debt. Sprint lost almost $2 billion last year while T-Mobile barely broke even. The two little companies are still only around because they respectively got bailed out by SoftBank and Deutsche Telekom (via AT&T breakup fee).
  20. JimBob
    No margin (profit) = competition disappears (bankruptcy, consolidation, retrenchment, etc.) That's (market) economics. So we should "care". Low prices are great, but they ultimately need to be sustainable and successful (profitable) for the companies to continue to offer them.
  21. JimBob
    Just saw that. The Gigaom anti-Sprint article is a whole lot of whining with no specifics on how Network Vision is a failure.
  22. JimBob
    Merger announcement delayed until at least September. http://www.reuters.com/article/2014/07/29/us-tmobile-sprint-corp-idUSKBN0FY1ZU20140729
  23. JimBob
    The promise remains: If Sprint's share price reaches $10 in the future, I will donate another $100 to S4GRU.
  24. JimBob
    Revenue is sales, ie the money coming in regardless of what goes out.
  25. JimBob
    I wonder why the nTelos CEO mysteriously resigned, even also quitting the Competitive Carriers Association (CCA).
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