FreedomPop is a new start-up that plans to challenge AT&T (T) and Verizon (VZ) by providing free mobile data–500 MB per month. Both AT&T and Verizon have huge margins on mobile data because of the lack of competition. AT&T and Verizon use these big margins to subsidize Apple‘s iPhone, Google‘s Android and other devices. The big carriers provide
This post was just published on ZYX Buy Change CLWR is not part of the Sprint (S) deal with Softbank of Japan. The rationale of Softbank investing in Sprint is that it will build more value added services. To do so, it will require more spectrum. Our thesis for holding CLWR is the large
This post was just published on ZYX Buy Change Our analysis shows that CLWR target between $3.5 to $5.00 will be considered fair based on the prevailing valuation standards. Of course there is always the possibility that Sprint will try to low-ball. In our estimation if there is a low-ball offer
From an investment perspective, here are the good, the bad and the ugly of Wednesday’s iPhone 5 launch. The good Apple CEO Tim Cook said that the iPhone 5 is the most beautiful product that Apple (AAPL) has ever launched. The iPhone 5 is said to be finely crafted, like
Apple fans cannot wait to get their hands on iPhone 5 in September. This is remarkable in view of the fact that it is not known with any certainty what the name of the new device will be and when it will be available. It is widely believed that the phone
BGR reports that AT&T has ordered retail staff to sell “anything but” Apple‘s iPhone. BGR backs up the report by claiming that it has confirmed the directive by three independent sources. According to BGR, regional managers have been telling store managers to steer consumers away from iPhones. I have attempted but not been able to confirm
Stocks in this article include Apple (AAPL), Clearwire (CLWR), Coldwater (CWTR), OmniVision (OVTI), Reach Search In Motion (RIMM), and Sprint (S). The January effect is a money making opportunity in the stock market. This effect tends to cause prices of some stocks to rise more than the averages in the
Sprint Nextel (S ) received an upgrade from a bold analyst at FBR. This upgrade on Sprint is extraordinary because the rest of Wall Street has in unison downgraded Sprint. We tend to agree with the bullish analyst on Sprint. If and when six screens of the ZYX
We continue to see the spectrum owned by Clearwire Corporation (CLWR) as very valuable. Our thesis has been that mobile devices will continue to proliferate requiring more and more spectrum. Sooner or later, a bigger firm requiring spectrum will turn to Clearwire. Sprint (S) owns
Sprint Nextel (S ) says on the conference call that the reason for the churn was lack of iPhone. Sprint further adds that iPhone will be huge for cash flow and will be very profitable. Sprint stock has moved up on these predictions. We agree that