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Okay, it sounds wild, but let’s look at this for a bit… Sprint has committed $15B to Apple in connection with securing rights to market the iPhone to Sprint’s subscribers (let’s not talk about the newest Apple product, the iHeatingPad). That’s a lot of cash, and I’ll bet that Apple’s contract leave virtually no room . . . → Read More: Might Apple buy Sprint? As you likely know, the NTIA’s Assistant Secretary for Communications and Information, Lawrence E. Strickling gave LightSquared a big, fat, wet Valentine’s day kiss when he wrote to FCC Chairman Genachowski saying, “…we conclude that LightSquared’s proposed mobile broadband network will impact GPS services and that there is no practical way to mitigate the potential . . . → Read More: As LightSquared Fades, What of Sprint? Five days ago I wrote about Sprint effectively casting off Clearwire to sink or swim on its own. Perhaps I could have said, “sink or sink.” Yesterday, October 11th, David Sterman (writing at SeekingAlpha.com) strongly suggested in a well-reasoned piece that Clearwire could go bankrupt by next year. Mr. Sterman’s arguments about a possible (if . . . → Read More: Is Clearwire Heading to Bankruptcy? From the relevant portions of a Sprint news release issued today: OVERLAND PARK, Kan. (Business Wire), October 07, 2011 – At its 4G Strategy/Network Vision Update event today in New York, Sprint Nextel (NYSE: S) updated the financial community on its plans to accelerate deployment of Network Vision and its plans to roll out 4G . . . → Read More: Sprint to Clearwire: Sink or Swim Today’s (4/15/11) AGL Bulletin carries a buried-lead story about Sprint’s deployment of new, flexible base stations that are multi-modal, multi-band, and potentially multi-user. Faced with Data Surge, Carriers to ‘Feed the Beast’ with Base Station Innovation Noting the importance of scale, spectrum and innovation, representatives of Sprint Nextel and Clearwire discussed how the growth of . . . → Read More: When (Wireless) Worlds Collide…Will Site Landlords Get $quashed? Clearwire to Present at Citi 21st Annual Global Entertainment, Media & Telecommunications ConferenceClearwire’s CFO will, no doubt, have some important things to say about Clearwire’s UNCLEAR financial future when he presents next week at Citi’s 21st Annual Global Entertainment, Media & Telecommunications Conference. Details below are from Clearwire’s press release. I’ll bet Sprint’s investment and finance people will be very interested in what’s said! Clearwire to Present . . . → Read More: Clearwire to Present at Citi 21st Annual Global Entertainment, Media & Telecommunications Conference Clearwire is undergoing a capital squeeze that may leave it unable to continue as an ongoing business. The issues that face the company are clearly set out in its most current SEC 10Q report (dated 11/4/10), which contains this passage: Liquidity Issues We are at an early stage of implementing our business strategy. Since formation, . . . → Read More: No Clear Path for Clearwire …at least their press release says that Clearwire is launching real soon now. My sources inside Clearwire tell me that the network is already up and running in portions of the L.A./Orange County market right now, and available via Sprint’s 4G phones and Clearwire dongles, but that Clearwire is rushing to get sites on-air to . . . → Read More: Oops! Clearwire 4G Launch in Los Angeles. As you’ve read on these pages, I’ve been perplexed by how Clearwire is deploying its system, at least in Southern California. I’ve been writing about Clearwire’s deployment in terms of how many of their projects hit the planning desk as Sprint/Nextel site modifications, rather than as new collocations by this new market entrant. I’m pleased . . . → Read More: Clearwire is Getting Much Clearer In various markets in California, Clearwire (sometimes Clear Wireless LLC) is seeking tower site landlord authorization to add to an existing site. Sometimes the applications or lease amendments are tendered by Sprint (which owns 51% of the legally-separate Clearwire entity), but I’ve also seen other wireless carriers ask permission to sublease their tower space to . . . → Read More: Site Landlords: Does Clearwire or Clear Wireless Want On to Your Site? |
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