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irev210

S4GRU Member
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Posts posted by irev210

  1. Yes-- all LTE-Advanced does is combine the various bands and channels your phone can use into one data pipe, which is why it WON'T work with Clearwire's 2.5 GHz LTE since that network will have a different subnet, IP & gateway. But on Sprint, if they run say a 5x5 carrier in G block PCS and a 10x10 in A block PCS, the phone could use its single PCS antenna array to combine the two carriers and offer a peak speed of up to 108 mbps. If they ever approve LTE in ESMR and the phone had separate electronics and antenna arrays to work in that band and a baseband that supports inter-band aggregation, then you could combine an ESMR and a PCS LTE carrier in the same way-- as long as your signal held on the PCS channel of course. But the phone would have to be capable of both bands on its own first with hardware (and FCC testing of course).

     

    I have nevear heard this. I've used clearwire's wimax service and Sprint's wimax service off the same tower and they appeared to be running totally different traceroutes/networks (I saw a comcast one as well, and it used comcast's network).

     

    Why wouldn't they be able to do the same thing? It's all IP based, no?

     

    I think there are many more advantages to LTE-Advanced than just aggregation also.

     

    For example, if a customer is outside, in a high-tonnage urban market, they would be on 2.5GHz. As they walk inside, they dynamically shift to 1900MHz. As they walk further indoors, they dynamically shift to 800MHz.

     

    Depending on a bunch of factors (availablity, capacity, cost, etc), Sprint should be able to aggregate and shift customers to various spectrum bands all on the fly with LTE-Advanced, seemlessly.

     

    Am I just not understanding how LTE-Advanced works?

  2. Whether or not he is gaming the system is definitely an unproven point on all of our parts. But he is indeed hurting Sprint by stating his opinion. We all have a powerful voice in the internet age.

     

    I could create a series of articles that could significantly impact Sprint myself, and just call them opinion pieces. I could write them in a way that they would be picked up by all the tech sites within an hour and possibly even the Wall Street Journal in a few hours. Just because I have an electronic sword, doesn't mean I need to wield it. Even at worthy adversaries. Personal responsibility is being lost in this day and age.

     

    Robert

     

    True on the gaming part. None of us know... so it's not really fair to say either way. None of us have even read the full report (I haven't anyway). Makes it hard to even talk about. In the video he even says that Sprint is going to do very well or possibly go into bankruptcy.

     

    Robert, people are starting to listen to you because you have worked hard to develop a reputation. If you put out a bunch of incorrect info, people would probably stop coming to this site or taking you seriously. If the Bernstein analyst was always wrong, nobody would ever listen to him and he would (likely) get fired.

     

    Yes, you have an electronic sword - but you earned it, it wasn't given to you.

    • Like 1
  3. You can do lots of things through a third party. He may not be able to do it himself. Its a poorly written hit piece. If you use the B word, you better know what the hell you're talking about. The author is either an idiot, an arse or trying to game the system.

     

    And just like it was his opinion, these are mine. And those were Scott's.

     

    You can't defend the author opinions and then pick on the opinions of our members. Just explain your opinion in contrast to other members. Thanks.

     

    Robert, Roberto, Admin, Hey You! Its all good! But this was posted from my E4GT with ICS using Forum Runner

     

     

    I think we are all saying the same thing here - the Bernstein analyst is an idiot.

     

    I am not defending his opinion. I am defending his right to an (idiotic) opinion.

     

    Lots of people put out reports saying "buy" or "sell" or "whatever". I do take issue when someone puts out an opinion and then someone just assumes that they are "gaming" the system or hurting Sprint by stating his opinion.

     

    My point to Scott was that this happens ALL the time to LOTS of stocks, not just sprint. It might swing the stock one way or the other for a few days but in the long-term it is totally irrelevant. It doesn't come down to him putting out a report to "hurt sprint for his own personal profit". It is him spending a few hours looking at a few financials and putting out a half-baked report so he could get his paycheck and move onto the next thing.

     

    Not sure how I am picking on anyone here. The only person I am calling an idiot is that Bernstein guy....

     

    Scott, if it felt like I was picking on you - sorry about that - not my intention :(

  4. Sprint has lost 7% since he wrote that. And stock price has a lot to do with what Sprint can and can't accomplish. It can cripple their efforts in the short term until it rebounds.

     

    Like I said before, it goes both ways. A few % move is not going to hinder Sprint's ability to manage its business. I find it almost comical that you would think that this particular analyst would be financially motivated to put out a "sell" recommendation. You know that he can't transact on his report, right? He can't say "sprint sucks" then make money off that play...

     

    Sprint Nextel Corp. (S), the third- largest U.S. wireless operator, surged to its highest value since December, after a Wells Fargo Securities analyst said it had taken advantage of recent mobile data moves at AT&T (T) Inc. and struggles at T-Mobile USA to gain their subscribers.

    Link:

    http://www.bloomberg...iber-gains.html

     

    See, some analysts say buy, makes stock shoot up. Some say sell, stock goes down... in the long-term, the stock price is going to be determined on how Sprint itself performs, not what some "analyst" says.

     

    Just look at the year-to-date performance. Sprint is up 16.67% YTD after the "analyst" report vs. 17.94% before the "analyst" report in the matter of a day.

     

    I think you need to look beyond just today and yesterday. What caused Sprint stock to fall from almost 6 dollars a share in June 2011 to ~2.75 today? I can tell you one thing... it wasn't that guys opinion.

  5. I'm upset by his comments and I don't own stock or have sprint service currently. I just think that he has crippled what sprint is trying to accomplish in the short term so he and his cronies can transfer some more wealth through a volatile stock. They just prey on the naive and hurt the companies they use.

     

    Sent from my Galaxy Nexus using Tapatalk

     

    I think you are getting too caught up in one persons opinion. You do realize that more "wall street" analysts have "buy" recommendations than "sell" recommendations on sprint stock, right?

     

    I think the guy is just doing his job (poorly) and people (for some odd reason) actually put value in his recommendation.

     

    May not be right or wrong, but it is his opinion. If he drives down the stock it creates opportunity for others. One guy can't cripple what sprint is trying to accomplish. Any time more "expert" opinion or more information (like S4GRU) is available, it actually helps reduce swings in prices.

     

    Look here:

    http://finapps.forbes.com/finapps/BuyHoldSellAnalysis.do?tkr=s

  6. I cannot speak for others, but my reaction to Moffet's comments has little to do with the positive/negative tenor of his assessment (though I do agree with others that Moffet needs to bone up on Sprint spectrum analysis before he spouts off).

     

    More generally, I just think that human, psychological elements (e.g. woefully imperfect information) render the stock market an irreparably flawed system.

     

    AJ

     

    Of course it is flawed. If it wasn't flawed no stock price would ever change.

     

    I think it is better to look at it from a long-term angle. I can argue (imperfectly, of course) that apple today, in terms of dollars, is worth more today than 5 years ago. How do you value that if you own part of the company (even more so now that the company pays divs)?

     

    Sprint never had to become a public company. There are lots of companies (like Cox communications for example) that are private and not subject to a bunch of people stating their opinion.

     

    Anyway, it's interesting to see the process work. You have one person that says sprint is awesome, another person says sprint is going to go BK... how do you actually know what is going to happen?

     

    One answer: visit s4gru.com :)

    • Like 3
  7. like i said earlier im still trying to figure out wtf he meant by that line there...lol

    almost enough i might fire off an email asking wtf

     

    Eh, don't waste your time. No point in trying to figure out stupidity. The guy obviously lacks a basic understanding of what Sprint is doing with their specturm. If you asked him what the "G block" was he would probably look at you funny.

     

    Ask him if he thought Sprint was going to buy the "H block" he would look even more confused. And that's without even leaving the PCS band! ha.

  8. Selling it and shorting it are totally different things...Selling it is what any smart investor would do. A stock that has made this kind of run over time you have to book some of the $ at least...pigs get slaughtered...

     

    But I've worked enough in the stock market to know that while one person's opinion might not SET the price of a stock, it VERY well can MOVE it to exaggerated %'s....With the amount of day trading and HFT volume in the market everyone is listening to opinions of the "well known/respected" wall street'ers to an extent...

     

    You can leverage a bet in any direction.

     

    Anyway, anyone that follows sprint would realize this guy is a ding dong.

     

    A next generation LTE iPhone poses new and larger risks for Sprint, because the company does not have sufficient free-and-clear spectrum to launch a competitive LTE network and lacks the money to clear spectrum that is already being used, Bernstein said...

     

    That's just sad. The guy should be ashamed he lacks a basic understanding of Sprint's spectrum position and current spectrum plan/play.

  9. The problem is that the stock analysts can grow so influential that their prophecies become self fulfilling.

     

    To illustrate, I'm Mr. Big Time Stock Analyst. I say that company X's stock price is going to fall. People hear that, get worried, and sell their shares in company X. Hence, company X's stock price does fall. Psychological manipulation of markets. What is worse is that I could have a short position in company X's stock, hence stand to gain from a drop in its stock price.

     

    And that is one reason why I hold the stock market in very low regard. It has become arguably the biggest sham in an already highly imperfect capitalist system.

     

    AJ

     

    Sort of interesting because the Wells Fargo analyst recommended Sprint and the stock shot up. Nobody on S4GRU was complaining then, lol. Goes both ways.

     

    Regardless, one persons opinion doesn't set the price of the stock. It seems like many analysts are waiting to see if sprint can deliver on network vision and have a network that is competitive and reduce operating expenses.

     

    Sprint won't get credit until they actually show results. So far, it's just been a lot of talk, so lots of speculation, so lots of stock price volatility.

     

    Annoying? Yes (when you disagree with what he is saying).

     

    Market manipulation? No.

     

    There are analysts out there saying you should sell apple, yet the stock price isn't going down...

  10. Sorry for my ignorance but what all bands does Verizon use? Or could someone point me in the direction on where I could compare the differences of the two? I just find it interesting how different the two companies are yet a lot of people think they use the same tech.

     

    How to you all think the G Nexus will compare between the two networks?

     

    Verizon runs LTE on the 700MHz band (for now) in a 10MHz x 10MHz FD-LTE configuration.

     

    Sprint runs LTE on the 1900MHz PCS band (for now) in a 5MHz x 5MHz FD-LTE configuration.

     

    Verizon's setup has twice as much spectrum vs. Sprint (even more in some areas), so Verizon will have higher top speeds. That being said, Verizon also has more subscribers, so in a loaded network environment, I think they will be competitive with one another.

     

    Next year, the game changes with LTE-Advanced. Verizon will roll out LTE-Advanced using their current 700MHz spectrum + their AWS spectrum.

     

    Sprint will roll out LTE-Advanced using 800MHz SMR, PCS 1900MHz and Clearwire's 2.5GHz spectrum.

     

    Both will be good but I feel like if Sprint doesn't screw it up, they will have more capacity than any other carrier. Only clearwire can come in and launch ~150+MHz of spectrum in, say, New York City. Since the spectrum doesn't go through NYC sky scrapers, you can also redeploy the 2.5GHz spectrum many more times, giving your customers a TON of capacity without as much interference as, say, 700MHz.

  11. Speaking to the general environment, here is another good recent article. Amazing that this could happen.

     

     

    China Corporate Espionage Boom Knocks Wind Out of U.S. Companies

    2012-03-15 21:00:00.12 GMT

     

     

    By Michael A. Riley and Ashlee Vance

    March 16 (Bloomberg) -- Last June, three men squeezed inside a wind turbine in China’s Gobi Desert. They were employees of American Superconductor Corp., a maker of computer systems that serve as the electronic brains of the device. From time to time, AMSC workers are required to head out to a wind farm in some desolate location -- that’s where the wind usually is -- to check on the equipment, do maintenance, make repairs, and keep the customers happy.

    On this occasion, the AMSC technicians were investigating a malfunction. They entered the cylindrical main shaft of the turbine, harnessed themselves to a ladder, and climbed 230 feet in darkness up to the nacelle, an overpacked compartment that holds the machinery used to convert the rotation of the blades into electricity. Devens, Massachusetts-based AMSC had been using the turbine, manufactured by the company’s largest customer, China’s Sinovel Wind Group Co., to test a new version of its control system software.

     

    Article Link: http://www.businessweek.com/news/2012-03-15/china-corporate-espionage-boom-knocks-wind-out-of-u-dot-s-dot-companies

  12. Sprint still owns their Tier-1 global backbone, just no metro loops.

     

    Yup, they are still WAY bigger vs. AT&T and Verizon... but not the global titan they used to be.

     

    Just look how they have changed since 2009:

     

    http://www.renesys.com/blog/2009/12/a-bakers-dozen-in-2009.shtml

     

    http://www.renesys.com/blog/2012/02/a-bakers-dozen-2011-edition.shtml

     

    Granted, they are still HUGE... but it's worth noting the decline. This is just not a focus of sprint anymore.

    • Like 2
  13. So, now I am curious... I thought that Sprint still had a large portion of the US internet backbone? I could have read an article from someone who was an idiot, but I thought that the Embarq spin-off was just the home phone/long distance service. Not to mention I still think it was a good move because home phones will become even more irrelevant in the coming years, and they made a bet on the future. Sadly, they made a lot of bad decisions managing the company and are only now trying to fix their problems, but I'm excited for what the future might bring.

     

    They do have a rather large "backbone" but they lack metro fiber.

     

    If you wanted to measure sprint in size, they are a VERY large part of the internet. It's all long-haul though, not metro fiber.

     

    It was actually good that they spun off their landline business. Frankly, Sprint doesn't have the size/scale to be competitive. It would have ended up being a cash drain.

    • Like 2
  14. there we go on same page then now. lol

     

    was totally lost for a bit there trying to make sense of it. lol

     

    Edit:

    Only thing id ? is why have it off, would LTE on 800 cost to have it on even if not being used really? Can't see them just flipping the switch and lighting up the US in one instance when the first 800MHz device is released is all...if so thats awesome and i wanna push that big red button to do so at that time. lol

    It kinda goes at the point of them transmitting LTE live right now on the fully finished NV sites yet there isn't a device out that can use it yet...

     

    Seems like 800MHz and 2500MHz are going to be used in 2013 when LTE-Advanced goes live.

     

    I don't really see the point of doing it any other way.

  15. I've modified the 60683 stock Sprint PRL and added records for it to look for G-block carriers in Dallas, San Antonio, Houston, Kansas CIty, Chicago, and BR/NOLA. It will try to hook onto 1x carriers first then look for Ev carriers even if you're on your native 1x carrier. The roaming triangle will flash when you're connected to a G-block carrier. The PRL should ONLY be used if you're sure your phone supports BC 14 CDMA (most do). If it cannot find a G-block 1x carrier, it will look for your normal carrier, so you should be able to use this PRL all the time.

     

    Any chance you could add Boston to the list? :blush:

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