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LuisOlachea

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Posts posted by LuisOlachea

  1. I highly doubt that this will fly by the DoJ and FCC. It seems pretty clear that four national carriers is the goal, and the benefits of a merger of Sprint and T-Mobile would certainly not outweigh the costs of losing that competition. There isn't much synergy between the two at all. There is literally no band+technology overlap, and their combined spectrum resources would be absurd and extremely tilted towards high frequencies. The only possible case here would be that having a carrier with 80 million customers instead of two with around half each would give more pressure on the big two. I suspect, however, that this would occur more through S+TM price increases rather than ATT/VZ price decreases.

     

     

    I agree. He might want to run them as two separate companies. But then that would be counterproductive...

  2.  

    • The WSJ reports Sprint (S +5%) could make a bid for T-Mobile USA (TMUS +7.8%) in 1H14. Both Sprint and T-Mobile shares have spiked in response.
    • The FCC would doubtlessly give close scrutiny to a deal that would reduce the number of nationwide U.S. carriers to three from four. But Sprint majority owner SoftBank (SFTBF) hasn't been scared to make big bets.

    http://seekingalpha.com/currents/post/1464871?source=email_rt_mc_readmore

     

     

     

    I knew Son had deep pockets, but DAMN! He is on a take over mission.

  3.  

    Response to our offer on the MiFi 500 LTE by Novatel Wireless this week was so great that we have depleted our inventory. Please don’t worry though, we have a shipment already en route to us. We just wanted to send you a courtesy email to let you know why your phone hasn’t shipped yet.

     

     

    ......

     

     

    We are normally pretty good at predicting our inventory but the demand for the MiFi 500 LTE by Novatel Wireless even surprised us.

     

     

     

    ^ Courtesy Email i just received from Wirefly...Wonder why they are surprised..

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