I've tracked you, un-tracked you, and now am back for the show.
Since the last time I have mentioned your name, nice things have happened.
- LTE deployment continues, while phasing out WiMax.
- Taking advantage of Apple products such as the iphone and ipad has increased revenues.
- Persistent advertising to unlimited data continues to improve brand recognition.
- Delaying and restricting extra investments towards windows phones saves on overhead.
But equities is an art of perpetuation, and what needs to be done?
- Acquire CLWR. Softbank has given the capital to do so. Oh, that's right, Dish Network is playing bid wars, so let's get some guidance on what is happening Hesse.
- Just like the ATT, T-Mobile and InBev Anheuser Busch, Grupo Modelo, DOJ is cock blocking the Softbank and Sprint merger. Although, I don't think that is in the management's hands.
- And let's say the elephant in the room: net profit and guidance on higher margins. Yes, let's break the streak of net losses.
On technical analysis, we should have momentum to the upside. However, there are a lot of fundamentals that are in the way. I'll be there February 7 conference call at 8am.
Link(s): http://blogs.wsj.com/deals/2013/02/01/clearwire-learned-of-sprint-softbank-talks-via-media/?mod=MarketsMain
Apple Inc. (AAPL)
This is bittersweet. I don't like using Apple products, but it hurts to see it falling as a company. It is very close to losing its market cap lead permanently. Look at Microsoft (MSFT.) It was hanging on at the #4 during the beginning of 2012 position, but it is at #9 right now. It used to be #1 in 2003. Can we see the same trend go for AAPL? My thesis is still bullish, but I may need to do some more homework for this one. For now, investors want to see an increase of dividend or acceleration of the stock buyback process. What can your aging business model give us this year, Cook?
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