BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[BloggingStocks Interview: Looking at the wild, wild wireless world]]>http://www.bloggingstocks.com/2008/03/13/bloggingstocks-interview-looking-at-the-wild-wild-wireless-wor/http://www.bloggingstocks.com/2008/03/13/bloggingstocks-interview-looking-at-the-wild-wild-wireless-wor/http://www.bloggingstocks.com/2008/03/13/bloggingstocks-interview-looking-at-the-wild-wild-wireless-wor/#commentsFiled under: , , , , , , ,

Wireless companies like Sprint (NYSE: S) and Virgin Mobile (NYSE: VM) are ailing. Yet, at the same time, there are several new entrants into the space, such as Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG).

So, what's going on? Well, I had a chance to interview Frank Dickson, who is a wireless expert and the Chief Research Officer at MultiMedia Intelligence.

What's your take on Sprint? Is the industry undergoing some disruptive changes?

We are seeing some disruptive changes on a macro scale. They are not the cause of Sprint's problems though. The problem with Sprint is self-inflicted, much of which finds its roots in the Nextel merger.

What we have seen of late is a huge movement towards cellular operators becoming bandwidth providers. Voice is quickly becoming a commodity application running over their networks. All the major carriers have announced all the voice minutes that you can eat for $99. Sprint one upped with a super buffet of voice, data, and messaging for $99. The constituencies that most hate the term "dumb pipe" are ironically the entities that are driving the bandwidth provision competition as differentiation based on service offering gives way to price competition.

Continue reading BloggingStocks Interview: Looking at the wild, wild wireless world

BloggingStocks Interview: Looking at the wild, wild wireless world originally appeared on BloggingStocks on Thu, 13 Mar 2008 15:47:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplgooginthenewsiPhonemotSSDKSprint buyoutSprint NextelSprintBuyoutSprintNextelvmvzWirelessyhooThu, 13 Mar 2008 15:47:00 EST<![CDATA[Sprint Nextel seen as takeover target?]]>http://www.bloggingstocks.com/2007/07/10/sprint-nextel-seen-as-takeover-target/http://www.bloggingstocks.com/2007/07/10/sprint-nextel-seen-as-takeover-target/http://www.bloggingstocks.com/2007/07/10/sprint-nextel-seen-as-takeover-target/#commentsFiled under: , , ,

Sprint Nextel (NYSE: S) has seen its shares rise as much as 16% as of Monday afternoon (after market close) as rumors and talks of a possible buyout began circulating in the media. This time, instead of Sprint rumors related to a Verizon (NYSE: VZ) buyout, South Korea's SK Telecom was seen as possible suitor for the third-largest wireless carrier in the U.S. behind AT&T (NYSE: T) and Verizon Wireless.

SK Telecom, South Korea's largest telecom operator, owns the MVNO (mobile virtual network operator) Helio, which rents airwaves from Sprint already. When asked, SK Telecom said that a possible takeover rumor regarding Sprint was "groundless". Generally, a descriptive word like that is defensive enough to make some think that no takeover is in the works. However, half the time cover is laid, the rumor turns out to be true. SK Telecom even used harsher language to state that the rumor was not true.

Perhaps SK Telecom needs to dredge up more than about $62 billion to wrest control of Sprint Nextel (based on closing price Monday afternoon) before it starts warming to the rumors. It would make the $18 billion SK Telecom buyout quite large since Sprint's valuation is more than three times its own. Would SK Telecom take such a large risk to own a national wireless carrier with one of the largest 3G wireless data networks in existence, along with 53 million customers? Never say never -- those kinds of figures would make some lick their chops if they believe the future is all-wireless. Perhaps a partial deal is more palatable for SK Telecom than an entire takeover?

Sprint Nextel seen as takeover target? originally appeared on BloggingStocks on Tue, 10 Jul 2007 11:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>HelioSSK TelecomSkTelecomSprintSprint buyoutSprint MergerSprint NextelSprintBuyoutSprintMergerSprintNextelTue, 10 Jul 2007 11:30:00 EST