brker_guy Posted April 15, 2011 Share Posted April 15, 2011 Carl, we need to put on this frontal assault on the opposition. The monopolists and the lying scoundrels must go down, and THEY MUST GO DOWN HARD!!! ;D :D ;) Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 15, 2011 Share Posted April 15, 2011 I am doing the best I can at APPLYING PRESSURE from ALL DIRECTIONS, my Level 3 Lover Boy! ;D Link to comment Share on other sites More sharing options...
brker_guy Posted April 15, 2011 Share Posted April 15, 2011 Carl, you are doing a good job. Keep it up, my LVLT Brother! ;D ;D Payback is going to be a .....! TxLaw, I think you will like this since you and I are CLWR fans: http://arstechnica.com/tech-policy/news/2011/04/pickpocketing-or-voluntary-auctions-the-wireless-spectrum-standoff.ars Link to comment Share on other sites More sharing options...
brker_guy Posted April 15, 2011 Share Posted April 15, 2011 Carl, we need a revolution. A Last Mile Revolution. A Mobilization. We need to rally the cities where we all live at to come up with resolutions like these 6 cities in NC to stop this kind of monopolistic behaviors: http://arstechnica.com/tech-policy/news/2011/04/north-carolina-cities-mobilize-against-anti-muni-broadband-bill.ars Link to comment Share on other sites More sharing options...
brker_guy Posted April 15, 2011 Share Posted April 15, 2011 Carl, more good news from our wonderful "fearless" FCC Chairman: http://www.fcc.gov/Daily_Releases/Daily_Business/2011/db0412/DOC-305708A1.pdf The U.S. needs a vibrant, robust and open broadband ecosystem. We need it for our economy and for our global competitiveness. We need it so that all creators of content have access to a world-class broadband infrastructure — mobile as well as fixed — one that protects intellectual property, and one that enables content creators to deliver their product to consumers when, where, and how consumers want it Really, Mr. Chairman? You could have fooled me! Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 15, 2011 Share Posted April 15, 2011 Here's what I am thinking after Joe "BATTABOOM" Battipaglia checked out of planet earth today, Brker_guy. By the way, notwithstanding his Perma Bear stance recently and his affiliation with a dubious brokerage of oftentimes suave, silver tongued, pick pocket brokers at Gruntal, he had a special presence along with charm and intellect over the years. Too young to have left us! I am still waiting to hear the factual cause behind his demise, however. Anyway, I had this Steve Jobs premonition that we're going to be hearing about his loss any day now. There's a most gifted, creative one that will truly be missed. Before he goes; however, I hope that he endorses some spectacular deal with (3) in order to protect the carriage of his content into perpetuity. It would prove his WISDOM if he does. <The company, which operates Internet backbone networks and helps Netflix and Apple Inc deliver music and video over the Internet, said fourth-quarter sales fell to $921 million (569 million pounds) from $924 million a year earlier.> http://www.reuters.com/article/2011/02/02/oukin-uk-level-idUKTRE7113U920110202?type=companyNews Link to comment Share on other sites More sharing options...
Cardboard Posted April 16, 2011 Share Posted April 16, 2011 Somehow, I really like this idea of controlling a vast amount of internet pipes and wireless spectrum via the ownership of under-appreciated companies such as LVLT, GLBC, S and CLWR in a world of exponentially increasing data consumption. While people keep on marveling about the companies who produce the tools/toys that keep on gobbling up data, they completely ignore the transmission of such flow. What is even more amazing is that anyone can come up with the new must have thing, but no one other than the players above can come up rapidly with the spare capacity to deliver increased flow. They are the equivalent of the Saudis with oil. And like with oil, creating additional supply comes at a steep cost with major barriers. As a trend/idea, this is one of the biggest that I have seen in a decade or since silver and gold around 2000. Cardboard Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 16, 2011 Share Posted April 16, 2011 The only reason I disagree with your analogy, Cardboard, is because the DEGREE of DIFFICULTY to install or lay the newest fiber in the US at least, will be decreased for not having to dig up the nation again. As a result of such planning and foresight, this would bode well for end users who can be encouraged to use more versus less in their pursuit of speed and delivery of important applications never before imagined. The beauty of the Level 3 business model for the internet and associated communications industry was that it was built on a "TECHNOLOGY MODEL" versus the century old "UTILITY MODEL" which preceded it. I am not saying I don't want to be paid handsomely, mind you, but I am saying that the "low cost provider" model for transporting "BITS" across the globe; remains a GAME CHANGER as more consumption leads to lower prices per unit, which adds to the top line because of more consumption to begin with. It's INTEL INSIDE. I wish my PRICE at the PUMP would have followed such business metrics for the past fifty years like may be possible for "BROADBAND" with the right SUPPLIER in a "MONOPOLY" position. ;D Link to comment Share on other sites More sharing options...
eclecticvalue Posted April 17, 2011 Share Posted April 17, 2011 Nice back and forth discussion of lvlt 3. At this point I was thinking of buying leaps. Any thoughts? Good leverage, the only thing is time decay because it has been stuck in the $1 for a long time. Link to comment Share on other sites More sharing options...
Myth465 Posted April 17, 2011 Share Posted April 17, 2011 Nice back and forth discussion of lvlt 3. At this point I was thinking of buying leaps. Any thoughts? Good leverage, the only thing is time decay because it has been stuck in the $1 for a long time. When did the leaps come out? Link to comment Share on other sites More sharing options...
eclecticvalue Posted April 17, 2011 Share Posted April 17, 2011 The one that expires on January 2013. 01/19/2013 I am not sure when it was written. Link to comment Share on other sites More sharing options...
brker_guy Posted April 18, 2011 Share Posted April 18, 2011 TxLaw, have you seen this document? This is a very interesting read on the 10-year plan for the 500Mhz of spectrum for broadband wireless use: http://www.ntia.doc.gov/reports/2010/TenYearPlan_11152010.pdf Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 19, 2011 Share Posted April 19, 2011 There's your boy, HUSTLE, moving to rent his network space to Falcone's Lightsquared as well as McCaw's Clearwire in order to avoid scaring the FAA in addition to the US Air Force from crashing into each other's spectrum space, Brker_guy! When is this HUSSY going to unleash his "pin drop" network to (3)? http://online.wsj.com/article/SB10001424052748704004004576271523786624948.html?ru=yahoo&mod=yahoo_hs Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 19, 2011 Share Posted April 19, 2011 Sprint settles their "wholesale" dispute with Clearwire. Did (3) get a raise or better forward revenue streams too? 2nd UPDATE: Sprint To Pay $1.025B To Clearwire For 4G Services 04/19 08:04 AM (Adds analyst comments, background, in the third, sixth, seventh, 11th and 16th paragraphs.) By Roger Cheng Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--Sprint Nextel Corp. (S:$4.79,00$0.09,001.91%) and Clearwire Corp. (CLWR:$5.60,00$-0.18,00-3.11%) said Tuesday that they had settled their dispute over wholesale pricing, providing Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) with badly needed cash in a new agreement. Sprint (S:$4.79,00$0.09,001.91%) will pay a minimum of $1.025 billion over the next two years to use Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) super-fast wireless service. The agreement between Sprint (S:$4.79,00$0.09,001.91%) and Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) brings clarity to their relationship and allows them to push forward with their respective 4G strategies. The deal comes as competitors such as Verizon Wireless begin to tout their own speedy wireless services. For Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) , the deal provides a steady flow of cash to be used in its network rollout as the company continues to seek financing. Verizon Wireless is a joint venture of Verizon Communications Inc. (VZ:$37.20,00$-0.11,00-0.29%) ( VZ) and Vodafone Group PLC (VOD:$28.67,00$0.01,000.03%) . "This provides us with the capital to operate efficiently over the next couple of years," Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) interim Chief Executive John Stanton said in an interview. "It allows us to plan for our expansion." He added that the agreement reaffirms the companies' relationship, as well as the strength of the combined spectrum position. Despite the deal, Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) continues to face a cash-crunch which impairs its future ability to invest in its network. "There are still issues that need to be resolved," said Walter Piecyk, an analyst at BTIG Research. "At some point during this process, money will have to show up." Interim CEO Stanton acknowledged that the company would need additional financing if it wants to use a second variation of 4G technology more widely adopted by the wireless industry. "We're working on that," he said, adding he believes there is interest from Sprint (S:$4.79,00$0.09,001.91%) and Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) other shareholders, including cable companies, Intel Corp. (INTC:$19.79,00$0.17,000.87%) and Google Inc. (GOOG:$522.77,00$-4.07,00-0.77%) . Sprint (S:$4.79,00$0.09,001.91%) and Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) dispute revolved around the wholesale agreement in which Sprint (S:$4.79,00$0.09,001.91%) customers ride on Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) network when using 4G smartphones such as the HTC Corp.'s (HTCXF:$21.8434,$0.0000,0.00%) Evo 4G and Samsung Electronics Co.'s (SSNLF:$800.0000,$0.0000,0.00%) ( 005930.SE, SSNHY) Epic. Sprint (S:$4.79,00$0.09,001.91%) is by far Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) largest customer and majority shareholder, with a 54% stake in the company. The disagreement, which began in October, bogged down the companies, preventing them from focusing on more pressing matters such as a possible cash infusion to Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) or an outright purchase of the company, or a possible network-sharing agreement. Sprint (S:$4.79,00$0.09,001.91%) , meanwhile, is readying its own 4G plan independent of Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) . Sprint (S:$4.79,00$0.09,001.91%) CEO Dan Hesse previously said he needed to set the wholesale terms with Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) before looking at future deals with Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) . Stanton declined to comment on whether he was in discussions with Sprint (S:$4.79,00$0.09,001.91%) on a potential acquisition. But he added that Clearwire's (CLWR:$5.60,00$-0.18,00-3.11%) spectrum position will be crucial to Sprint's (S:$4.79,00$0.09,001.91%) own 4G plans. Sprint (S:$4.79,00$0.09,001.91%) will pay Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) $300 million this year, and $550 million in 2012 for access to its 4G network. Sprint (S:$4.79,00$0.09,001.91%) also committed another $175 million for additional use for the next two years and beyond. The figures represent a minimum commitment; Sprint (S:$4.79,00$0.09,001.91%) will pay more if data usage continues to grow. The regular payments are designed to provide Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) with additional financial flexibility as it continues to roll out its 4G network across the country. The agreement likely frees up Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) to strike similar deals with other potential customers. "While Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) was negotiating with Sprint (S:$4.79,00$0.09,001.91%) , they were probably hamstrung in negotiations with other carriers," Piecyk said. Sprint (S:$4.79,00$0.09,001.91%) shares recently rose 0.3% to $4.71. Clearwire (CLWR:$5.60,00$-0.18,00-3.11%) fell 3.6% to $5.57. -By Roger Cheng, Dow Jones Newswires; 212-416-2153; roger.cheng@dowjones.com Click here to go to Dow Jones NewsPlus, a web front page of today's most important business and market news, analysis and commentary: http:// www.djnewsplus.com/nae/al?rnd=OMsKt2szcPJtFHhz05ePKQ%3D%3D. You can use this link on the day this article is published and the following day. (END) Dow Jones Newswires 04-19-111104ET Copyright © 2011 Dow Jones & Company, Inc. Link to comment Share on other sites More sharing options...
brker_guy Posted April 19, 2011 Share Posted April 19, 2011 Hi Carl, as a S and CLWR shareholder, I applaud this settlement btw the two companies. I don't know why CLWR is getting beaten down. Mr. Market does some amazing things. This is win-win for both CLWR and S. IMHO, I don't think Lightsquared will be getting any kind of traction soon unless they do something exceptionally egregious at the FCC in trying to pull a veil over everyone's eyes that their system won't interfere with GPS. Published tests have indicated that Lightsquared does interfere with GPS, and the more they get traction the worse disruptions that we would have in our dependence on GPS. http://www.gpsworld.com/gnss-system/news/lightsquaredgps-interference-saga-wheels-grinding-11472?utm_source=GPS&utm_medium=email&utm_campaign=Survey-Scene_04_06_2011&utm_content=lightsquaredgps-interference-saga-wheels-grinding-11472 If you are interested in learning about the possible Lightsquared jamming issue, here is the webminar on it: http://www.gpsworld.com/wireless/market-insights-webinars-8423 Of course if you want to sound off your frustration with Lightsquared you can do that here: http://www.gpsworld.com/gnss-system/gps-modernization/news/coalition-save-gps-launched-wake-lightsquared-decision-11209 ;D ;D ;D Link to comment Share on other sites More sharing options...
bathtime Posted April 19, 2011 Share Posted April 19, 2011 I've tried the CLWR retail service for broadband at home a year and a half ago and had an awful experience. Could only get a weak signal so cancelled after a week. What's the appeal of CLWR? Their spectrum rights? I had the idea their WIMAX technology is inferior to LTE. Link to comment Share on other sites More sharing options...
brker_guy Posted April 19, 2011 Share Posted April 19, 2011 bathtime, did you see the map coverage of their services area first before you signed up. A few of my friends live in Oregon, and they have Clearwire for their home usage, essentially, cutting out the last-miles guys, and they can't rave enough about CLWR. Mind you, Oregon is full of trees and forests, and the coverage was pretty good. So, this is all relative to your area. Second, with all new technologies, if you are the first movers, you will encounter technical issues which will take time to work themselves out. CLWR owns A LOT of spectrum. This is the crown jewel when 4G services are fully deployed. This is more so than WiMax versus LTE battle. Speaking of WiMax versus LTE, somewhere on this thread if you take the time to look, I had quote the famous Robert I Cringley, who once said, "It's not the best technologies that win; it's the best exploiter of technologies that win". So, if you think that CLWR is stuck on WiMax, you will be sadly disappointed: http://www.clear.com/blog/size-matters/ Link to comment Share on other sites More sharing options...
brker_guy Posted April 19, 2011 Share Posted April 19, 2011 Carl and TxLaw, Mr. bathtime here just gave me a thought. Somewhere in Broomfield HQ, they must be reading that CLWR and S PR that came out and wonder to themselves, "Geez, CLWR is wholesaling BW to Sprint; we (3) are wholesaler of BW to the wireline. What if we take out CLWR?" Think about this. Cricket, MetroPCS, and Cox Wireless are all buying airtime on S' 3G wireless network, and S is buying 4G BW from CLWR. So taking out CLWR will consolidate this wireless industry even further... :D Link to comment Share on other sites More sharing options...
bathtime Posted April 19, 2011 Share Posted April 19, 2011 brker_guy, thanks for the info. I was living 1.5 miles from downtown Portland, supposedly covered based on their service map. Yes, may have been an early adopter problem. Recent Yelp reviews are negative, but I don't know if they're representative: http://www.yelp.com/biz/clear-wire-portland?rpp=40&sort_by=date_desc I may check out the service again. I didn't know that CLWR was implementing LTE too, thanks for getting me up to date. When white space spectrum (ex-analog tv spectrum) becomes available, does that lower the value of existing spectrum rights, or does it not have the same functionality, capacity, etc.? Sorry if this has been covered before. Link to comment Share on other sites More sharing options...
brker_guy Posted April 19, 2011 Share Posted April 19, 2011 bathtime, in the metro areas, wireless penetration can be an obstacle if you are using high frequencies. So, if you are living in downtown Portland, signal penetration can be spotty. WiMax works really well in the rural areas and open space areas. I hate to say this because I am a Yelp loyal user for restaurant referrals, but Yelp is the last place I look if I was to use them as a referral service for wireless. Regarding your comments about white space, I think I have posted a link here on the research that Microsoft/Nokia is doing in this area and yesterday, I posted a Dept of Commerce's vision for the 500MHz for broadband use in the next 10 years. You might want to read both of those to get some perspectives. Link to comment Share on other sites More sharing options...
brker_guy Posted April 19, 2011 Share Posted April 19, 2011 Carl, looks like NFLX is about to help us all with cutting down our cable bills and cutting the cord altogether: http://www.lightreading.com/document.asp?doc_id=206949&site=lr_cable&f_src=lightreading_gnews A family-friendly move by Netflix Inc. (Nasdaq: NFLX) to let subscribers with streaming-only accounts watch video on more than one device leads today's cable news roundup. *Netflix may allow subscribers to pipe videos to multiple devices simultaneously. (See Netflix Debuts Streaming-Only Option .) Link to comment Share on other sites More sharing options...
txlaw Posted April 20, 2011 Share Posted April 20, 2011 TxLaw, have you seen this document? This is a very interesting read on the 10-year plan for the 500Mhz of spectrum for broadband wireless use: http://www.ntia.doc.gov/reports/2010/TenYearPlan_11152010.pdf Thanks for posting that, brker_guy. It was indeed an interesting read. Link to comment Share on other sites More sharing options...
txlaw Posted April 20, 2011 Share Posted April 20, 2011 Carl and TxLaw, Mr. bathtime here just gave me a thought. Somewhere in Broomfield HQ, they must be reading that CLWR and S PR that came out and wonder to themselves, "Geez, CLWR is wholesaling BW to Sprint; we (3) are wholesaler of BW to the wireline. What if we take out CLWR?" Think about this. Cricket, MetroPCS, and Cox Wireless are all buying airtime on S' 3G wireless network, and S is buying 4G BW from CLWR. So taking out CLWR will consolidate this wireless industry even further... :D Haha, now that would truly be an end run around the incumbent last mile providers! I now have what I call my Telecommunications Inflection Point (TIP) basket of stocks -- I'm long LVLT, S, CLWR, and GOOG for good measure. ;D Link to comment Share on other sites More sharing options...
brker_guy Posted April 20, 2011 Share Posted April 20, 2011 This "streaming" experiment at DirecTV is definitely going to go well. :D :D :D http://money.msn.com/top-stocks/post.aspx?post=b22bd0fb-9ed6-48b5-be75-9162ed6eefcb Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted April 20, 2011 Share Posted April 20, 2011 Nice find Ben Graham! Bandwidth must be getting scarce for Ivan the Terrible to have bedded down tight as a tick with (3). Rather than have indigestion or something worse this Passover Season, Ivan has painted his door post with the blood of the (3) Lamb. ;D <Driven by the proliferation of rich applications and video on smartphones, tablets, laptops and e-readers, Verizon Wireless will rely on Level 3’s nationwide fiber-optic network and responsive team to meet the growing demand for mobile data. Level 3 helps Verizon Wireless build the network headroom and redundancy needed to accommodate the projected network growth tied to its 4G LTE network rollout. “Customers’ demand for mobile data is growing exponentially, and we are expanding the reach of our 4G LTE network to ensure we meet that need,” said Verizon Wireless Network Vice President Nicki Palmer. “Level 3’s technology will help us provide our 4G LTE customers with a mobile experience that is fast, reliable and rich with content.” > Link to comment Share on other sites More sharing options...
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