| Another $10b There are no other spectrum holdings in the US remotely like Clearwire's - because of course what they have is not legal in any other band. Compared to what ATT and Verizon paid for 700mhz spectrum acquiring Clearwire is an amazing Bargain at $12b - even if you have to take Sprint with it. For another billion they could sew up at least 100mhz in nearly every US market - Tier 1 through Tier 4. No one else can EVER have a spectrum position like this one for broadband service. At 500k subscribers the maintenance of Clearwire's Wimax business vs having an LTE based platform is pretty easy math. Some of the equipment Clearwire is deploying now can be upgraded to LTE quite easily. They now have sub-$100 cars and modems so swapping a half million devices - or even a million in order to open that spectrum to 32m existing subscribers is easy math.
The downside - 1) Building out a national LTE footprint is going to be very pricey 2) the spectrum footprint would raise anti-trust questions for buyers other than the cable companies. |
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| said by Bargain :
There are no other spectrum holdings in the US remotely like Clearwire's - because of course what they have is not legal in any other band. Compared to what ATT and Verizon paid for 700mhz spectrum acquiring Clearwire is an amazing Bargain at $12b - even if you have to take Sprint with it. For another billion they could sew up at least 100mhz in nearly every US market - Tier 1 through Tier 4.
Are you trying to imply that there's even a remote possibility that Deutsche Telekom could acquire Clearwire AND Sprint for $12B-13B?! If so, that is comedy gold right there!! |
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| if DT did, that would be one helleva deal! |
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