Jump to content

DanielB

S4GRU Premier Sponsor
  • Posts

    351
  • Joined

  • Last visited

Posts posted by DanielB

  1. Something is only worth what somebody else will pay. 

     

    Exactly!! I wouldn't trust Sprint's estimate of what the spectrum is worth - not because I think they're lying, but because I think there may not be a buyer unless it's a lot cheaper.

  2. IIRC, Sprint carries their spectrum on the books at around $40B. That includes 800 and PCS, but if you dug out old financials pre-clearwire you could probably figure out how much is 2.5GHz based on how much the rest was... or get a ballpark.

     

    But that's beside the point. The real value simply isn't known. Again, the other major carriers are too debt-laden to purchase Sprint's 2.5 GHz spectrum at this point (besides having no interest in doing so), which definitely decreases the market value. If there were widespread interest in the spectrum by other players, that would increase the value.

  3. It's broadband.  Not cellular service.  CLOS, 39GHz can go a long ways.  Being urban environment, they could be a solid competitor depending what landline company is in the area, services offered and price.  I bet for a lot of buildings to tap into this broadband, it would just take only a single receiver to feed the whole building.

     

    The range they requested gives them what, 400MHz of bandwidth. Plus maybe that section is light or clear on traffic so they don't have to wiggle around users of other SH and EH frequencies.  

     

    But being at 39GHz, they'll be sticking to urban environments. 

     

    Thank you for the technical background! I know just enough to be dangerous - and clearly not much at all. Haha

  4. http://www.cnet.com/news/hate-your-cable-company-a-superfast-wireless-internet-network-is-coming/

     

    TL;DR: The founders of the failed Aereo TV service will use unlicensed 39 GHz spectrum and small cells mounted on top of tall buildings to provide a 1 Gbps wireless broadband service across America. Planning to launch in Boston this year with more cities on the way soon.

     

    What do we think? Sounds ambitious and near-to-impossible (based on the propagation characteristics of the spectrum they're using) to me.

  5. Hey guys, have any other users of the g flex 2 noticed issues with lagging battery life etc? Since I got my g flex 2 I have had these issues, even after a complete factory reset / wipe it's still laggy with minimal applications installed? I was just curious if that anyone else had been having these type of issues with the g flex 2.

     

    Did you just get it? I had one when they first came out (about a year ago) and it was buggy as all h3ll. Have you installed all system updates? That may make a difference - I didn't keep mine long enough to figure out. Honestly, the G Flex 2 was not a well-received phone, as much as I and many others wanted to love it. If you are still within your return period, I would strongly suggest trading it out for something else.

  6. I have Boost you have to download a app for this. The ads dont just show up on your phone. Someone told me they think ads will start showing up on phones from any carrier that or start paying for apps.

     

    That's comforting, at least for now. But how do they enforce it? In other words, what if I were to download the app, enroll in the program to save $5/month and then uninstall the app? Seems to me there's got to be another piece somewhere for this to work as planned - which probably has negative implications for privacy.

  7. Kind of a sickening way to end an article;

     

     

     

     

     

    So buy a 5.5 mil house, to live in 1 day a month, while laying off thousands of people.

     

    Yes I realize that Masa earned his money and can spend it any way he likes, but that still doesn't lessen the impact.

    That's gotta be weird - almost like your boss bought the house next door to keep tabs on you. Not something with which I'd be comfortable!

    • Like 1
  8. honest answer, stocks don't always trade in line with the value of it's assets less debt.  The market isn't always right, that is where you, or I can step in buy shares and make some money.  I use the term value loosely because its impossible to say exactly how much money sprint's spectrum is worth on its own.  look at a company like yahoo, it's market cap is almost less than the value of it's shares of Alibaba.  Is yahoo by it's self worthless?  Because right now yahoo is trading like its core business is worth less than $0.  yahoo market cap 28.82, current approximate Alibaba stake $30 billion. 

     

    ^^ This. And - no one really knows the value of the 2.5 GHz spectrum. Could be a lot - could be a little. One thing to keep in mind is that for there to be value there'd have to be a buyer. And the other carriers are all leveraged to the hilt, as well.

    • Like 2
  9. Things could be much worse. We are dead smack in the middle of DFW and lost 2 of our B41 towers in December, currently only have 1 left in range and it drops off line more than 20% of the time. I hear Sprint is moving towers and equipment around, but this is getting crazy. We (our daughter) switched to Sprint in November...from Clear, things have been going down hill quickly. If things progress at the current rate, we'll just drop them and start using the public library. Kind of sad in this age, especially in the middle of a city. Sorry for ranting, just be happy your still able to get a signal.

     

    May I ask how you know for a fact that you lost 2 of your towers?

    • Like 2
  10. On a serious note, I would gladly do it without money in exchange for for service. Not really looking to get rich from it, but benefit from it via service and mark down on Bill would be great

     

    Sent from my LGLS991 using Tapatalk

     

    Someone I know had a cell tower put on their property and they are paid a $5,000 monthly lease fee. Long-term lease, too, though I can't remember the exact term. Still want that service credit? ;)

    • Like 4
  11. Sprint's positive earnings report and reassurance that network upgrades will not disrupt service is still not enough to stop the negative Nancys

     

    Run, Don't Walk Away From Sprint http://seekingalpha.com/article/3834466?source=ansh $S, $T, $VZ

     

    Boy, do I want to punch that idiot (Seeking Alpha contributor) square in the face. Same for anyone affiliated with Re/code. If this idiot has been covering telecom for 30+ years, he hasn't been doing a great job - that is for sure.

    • Like 1
  12. I spoke via tweeter with a rep from Sprint CEO team about letting Sprint install on my property since I'm in ideal location (I live on a hill, fiber under my driveway and the AT&T dslam is literally next door to my house...) and they sent me to a site called Sprint NPS (national property services). I haven't heard back from them yet but if I do get into something like that, I'll keep everyone posted here.

     

    Sent from my LGLS991 using Tapatalk

     

    You could make serious bank off of that! 

    • Like 1
  13. I know it's an immediate life or death situation, but i was part of the radioshack chain when it went bankrupt...same thing as it turned into a penny stock radioshack was never able to recover.

    Sent from my SM-G928P using Tapatalk

    Not the same story, though. In general, the price of a stock declines when investors lose confidence in a company. They assign a lower overall value to the business. In Radio Shack's case, it was because the business was on the ropes and at risk for imminent bankruptcy. In another recent example, Chipotle's stock has lost value because of a food safety scare and a temporary reduction in revenue; Chipotle is NOT, however, on the ropes.

     

    Stock investing 101: the market value of a company is determined by the share price multiplied by the number of shares outstanding. In a perfect world, this market value is exactly equal to the net present value of all future earnings. Of course, the market is a fickle b!tch and that's where you see departures from "rational" valuations.

     

    Sprint faces monumental challenges, true. And yes, the collapsing junk bond market plays a big role in the current price of S, as the market has lost confidence that Sprint can roll over its 2016 maturities at all - much less at a reasonable cost. However, all is not lost. It is important at this stage to take a look at the next quarterly earnings announcement next week and figure out where Sprint is at in terms of cost reductions and subscriber growth. Those are the only points that should matter to a serious investor.

     

    Finally, none of this should matter to a non-investor. If you're a customer and the service is good, stick with it. If not, don't.

    • Like 6
  14. I'm west of Richmond in the 12"-18" band. We literally just moved on Tuesday from a house back into an apartment so not too much I have to prepare. We went out and bought food, so I think we're set! Crossing our fingers that the electric stays on. Good luck, everyone!

  15. Data speeds are very different from coverage - and the network is the only place I'd say Sprint has measurably improved since Marcelo took over. But most of this was already in motion under Hesse - Marcelo just benefits from it. You need a brand new phone to take advantage of these new speeds, but that will change over time as more phones get radios capable of CA - but then the speeds will decline as they have for every other carrier.

     

    The customer service I would not say has improved. In many ways it has regressed. Call wait times are longer, it's not unusual for chat to be plain unavailable or have to wait because I'm 5-10 people in (before it was instant). I often get connected with people from overseas who are barely trained in Sprint policies and procedures. Plans and promos change all the time, and nobody knows what in the world is going on with them. Reps in stores are worried about their jobs (those cost cutting measures) and are worried about sales to keep their jobs - slamming is only more common now than it was a few years ago.

     

    Sprint is not in the accidental damage repair business. They don't replace the screen on your tablet, they give you a remanufactured or new tablet for your $200 deductible. Screens on most tablets are not serviceable parts; they're glued in so it isn't so simple to fix. If you want to pay someone $75 to replace the screen, go to Batteries Plus or some repair place in your town and cancel the insurance. Carrier insurance is hardly ever in the customer's interest in my experience.

    Six months ago, I would've agreed with you on Sprint's customer service. But my last several interactions (across multiple channels) have been nothing short of absolutely positive. They've made a lot of progress on customer service improvements.

    • Like 4
  16. Sprint is below $3.20 today. Any news causing it to go that low?

    Nah, nothing specific to Sprint. There's simply lots of blood in the streets, as there has been the past couple of weeks unfortunately. It's certainly an ugly start to the new year. The junk bond environment will continue to be a drag on Sprint if things improve for others. Ascertion is right - Sprint needs to show rapid improvement in its fundamentals (and soon!) to improve its valuation.

     

    Edit: I think if Sprint's fundamentals begin to improve rapidly, such that it's bond ratings would also improve, you may see SoftBank swoop in fairly quickly and purchase the remaining stake they don't yet own. At these levels, it's beginning to almost be crazy for them not to at least consider such a move.

  17. Makes sense. Gone are the $15/month promos (which cost carriers alot of money). My brother-in-law went to a Sprint store last night to get the iPhone Forever deal at $15/month...but he was told they required insurance for 90 days at $14/month, after 90 days he could cancel it. I know that insurance is NOT required, just a sales rep trying to get commission. But my brother-in-law just left and missed out.

    That's what's so sad to me with Sprint. Skeevy (yes, that's an official word ;) store reps are still ruining the customer experience.

    • Like 3
×
×
  • Create New...