Interesting article on Sprint stock and EVO 4G

[twospirits]

Although this thread could be in the Sprint section, it should be noted that the article talks alot about the EVO 4G. therefore I am placing it in here.

Sprint-Nextel Continues To Build Momentum

Discuss...

TS

 

[blozout]

I read this a few hours ago...it is a an interesting read.

 

[Rigmaster]

Decent article, but a few days behind Cramer's show listing Sprint as a buy. Cramer's bullish on Sprint for many of the same reasons. Other agencies are likely to upgrade Sprint as well.

Can't forget that Sprint's 51% ownership of Clear also makes a huge difference because of Clear's ability to compete directly with or partner with cable providers via Wimax.

I could see Sprint making some huge progress even though they're going to be millions of subscribers behind ATT/VZW for a while. But picking up some of those carriers high-value, high-profit customers with the data plans and iPhone alternatives is going to be huge for Sprint.

I like what I'm seeing.

 

[eieio]

I agree 100% if they continue on this path by January, Sprint will be well on their way to becoming a contender again..

I think a few more 3g-Wimax phones, Mature the 4g network and improve coverage, add a Tablet PC using the Android OS of course and they can kick ATT and Verizon in the nuts

 

[chum1600]

Yeah, their stock is up 10% today alone. I am sooo glad I got in when it was cheaper.

 

[twospirits]

I know. I should just bite the bullet and buy some stock. maybe sign up for e-trade or something. But its so above my head that I may need to go out and get a Stocks for Dummies book. lol

TS

 

[eieio]

Clearwire is also going to be a monster stock.. Grab it now by this time next year,they are going to be huge

 

[SprintFun]

I wouldn't chance Clearwire, but I'm all over the Sprint stock.

 

[Rigmaster]

Though it would have likely hit FTC hurdles, VZW should have made a run at Sprint when Sprint was under $3. Target prices are around $6, but Sprint can easily beat that if they execute well.

My biggest complaint about Sprint's actions regarding $10 Evo and $30 tethering is that they are barriers to massive subscriber growth. Perhaps Sprint knows the stress that could put on it's network and is avoiding, but dropping either one or both of those fees would bring a lot of hesitators on board.

Don't think for a minute that the VZW and ATT teams aren't now pursuing APL even harder. Sprint's going to build us so much steam with Android that ATT won't be able to catch up. VZW is going to have to give ground if they want APL 4G in '11-'12.

This is getting good. Glad I bought S before things really start happening.

 

[Rigmaster]

I know. I should just bite the bullet and buy some stock. maybe sign up for e-trade or something. But its so above my head that I may need to go out and get a Stocks for Dummies book. lol

TS

E-Trade is very simple to use. $9.99/trade regardless of size. The tools walk you through it, and you can talk to a person on the phone if you ever get stuck.

Skip the book - the site made itself off simplifying the process and works well.

 

[eieio]

I wouldn't chance Clearwire, but I'm all over the Sprint stock.

Clear wire is going to be everyone's roaming partner in a few years..

 

[twospirits]

good to know.

thanks
and to think, in all my years of thinking of going into stocks, it was android forums that actually pushed me to do it. lol

TS

 

[Orion]

Thanks for posting that link TS. It's a very good read.

 

[Rigmaster]

Clear wire is going to be everyone's roaming partner in a few years..

Yep. And Sprint's 51% stake's going to put them in position to benefit from a lot of those deals. Oh, and it ought to be quite interesting to see how the other carriers try to move forward with LTE. LTE definitely will co-exist, even depend on Wimax for gap coverage and to handle data transmission because running fiber optic to LTE towers is still going to be cost-prohibitive on by itself.

Note also that some of these analysts are noting improvement in Sprint CS. Sprint will benefit immensely by any impression and coverage noting improvement in the area where they lagged most.

 

[twospirits]

Thanks for posting that link TS. It's a very good read.

no problemo. Like blozout mentioned, I too read it hours ago, but didn't get a chance to upload it here since I was working on other stuff.

TS

 

[evotitans]

Was a good read.....really broke down what Sprint has been trying to do for the last couple years.

And he was right....Sprint has been doing all these different business procedures to make the company and service better....but they never had a phone(As with the EVO) that could truly attract customers in large amounts.

They tried it with the PRE last year....but hardware failures and the OS being so new didnt help to get the word spread and bring in more customers.

Now you have the hottest hardware maker(HTC), and the hottest OS(Android/Google), wrapped in a phone built for WiMax that is exclusively only on Sprint. Good game Sprint, and the $10 charge is still $20 you are saving on the other networks.

 

[edlex]

If you're really thinking about buying stock then don't overlook AT&T. They are paying a monster dividend right now.

 

[SB22]

Sprint sucked me in with the EVO. I didn't even give them a second thought until I saw the EVO release information. After that, I fell in love with the phone and started researching how good Sprint was in my area. I was surprised of all the positive responses to say the least.

 

[neodorian]

Sprint sucked me in with the EVO. I didn't even give them a second thought until I saw the EVO release information. After that, I fell in love with the phone and started researching how good Sprint was in my area. I was surprised of all the positive responses to say the least.

This is what I don't get. Don't people comparison shop for this stuff? I typically do a comparison every year or two and every time Sprint and T-Mobile are the only ones with competitive plans and out of those two, Sprint has better coverage. Is it really that bad that people spend $70-140+ on a cell phone plan without researching?

 

[Rigmaster]

If you're really thinking about buying stock then don't overlook AT&T. They are paying a monster dividend right now.

ATT is a huge risk. I expect that dividend to dry up 1) if they can't lock in iPhone 4G - which I don't think they will or 2) if they lock in iPhone 4G and it costs them an arm and 2 legs/dividends to pay for it. I'm not talking about this summer's iPhone, I'm talking they're in big trouble with the LTE version if they don't light a forest fire under their LTE development and deployment schedule.

 

[muncher]

i bought a good amount of sprint stock a few days ago with the intent to sell right before apple WWDC... like the pre, there will be a lot of + buzz surrounding the evo, but despite all the excitement amongst enthusiasts, I feel like sprint has a long way to go before it can start attracting a good # of new users. hwoever, i bought the stock anyway because sprint's churn is just about bottomed out... you can't lose users when you have none! i intend to sell the stock if it gets another bump because i don't think the EVO will sell anywhere as well as the incredible mainly because of sprint's reputation for being a crappy network and its generally less affluent user base. I called a few of the radioshacks in my area today (long island) and most of the sales reps that picked up have not even had 1 pre-order yet. For long term growth, I would definitely buy apple stock... in addition to selling high profit units, I think apple's mobile ad business will become a new and significant source of revenue for them. just my 2 cents.

 

[Rigmaster]

Apple stock is $246/share so good luck buying a lot of it and seeing it climb.

Sprint's a value stock, and it will climb because it's positioned well as a carrier, institutional investor (via Clearwire), and growth potential due to a fairly low entry point/cost-per-share. It would take 40 million subscribers to catch up with VZW and ATT, but I don't think that's Sprint's aim. If they add 5% subscribers from a negative over the next 12-24 months, they will start to show a very good revenue and profit line. That's just 2 million suscribers - it's a lot, but the days of everyone rushing to get overpriced iPhones are done. And the alignment with Walmart is only going to help Sprint's rep as a value-provider.

Always bet on the guy who's survived some missteps and is hungry to make a name for himself. Ladies too.

 

[neodorian]

Apple stock is $246/share so good luck buying a lot of it and seeing it climb.

Sprint's a value stock, and it will climb because it's positioned well as a carrier, institutional investor (via Clearwire), and growth potential due to a fairly low entry point/cost-per-share. It would take 40 million subscribers to catch up with VZW and ATT, but I don't think that's Sprint's aim. If they add 5% subscribers from a negative over the next 12-24 months, they will start to show a very good revenue and profit line. That's just 2 million suscribers - it's a lot, but the days of everyone rushing to get overpriced iPhones are done. And the alignment with Walmart is only going to help Sprint's rep as a value-provider.

Always bet on the guy who's survived some missteps and is hungry to make a name for himself. Ladies too.

That's basically how I see it. I can't afford to invest a lot in a stock like AAPL but I can probably set aside a few hundred bucks in a $3 stock as it is in better position to go up. Still kicking myself in the ass over Palm. Planned on making at least a short term investment prior to the Pre announcement and then watched it go up a ton. Granted it leveled off but I think a lot of gadget geeks saw the potential there and when your stock is only like $1.50 or $3 a share, it's a lot easier to have that double over a few months.

Not a good long-term investment strategy but sometimes it can be fun to take a risk on something you know a little bit about and stand to gain from.

 

[SB22]

This is what I don't get. Don't people comparison shop for this stuff? I typically do a comparison every year or two and every time Sprint and T-Mobile are the only ones with competitive plans and out of those two, Sprint has better coverage. Is it really that bad that people spend $70-140+ on a cell phone plan without researching?

Excuse me? I research EVERYTHING before I buy it (and drive my girlfriend nuts in the process sometimes). The unfortunate thing about Sprint is that they didn't have any devices in the past that would even entice me to give them a second thought. The Evo was the enticing device (for me), so I RESEARCHED their service in my area and was pleasantly surprised by the positive reviews. I now have 2 EVO's on pre-order and will be switching to Sprint's service.

 

[muncher]

A key fundamental concept of investing is looking at P/E ratios and NOT the price of the stock. P/E ratio - Wikipedia, the free encyclopedia

Apple stock is $246/share so good luck buying a lot of it and seeing it climb.

Sprint's a value stock, and it will climb because it's positioned well as a carrier, institutional investor (via Clearwire), and growth potential due to a fairly low entry point/cost-per-share. It would take 40 million subscribers to catch up with VZW and ATT, but I don't think that's Sprint's aim. If they add 5% subscribers from a negative over the next 12-24 months, they will start to show a very good revenue and profit line. That's just 2 million suscribers - it's a lot, but the days of everyone rushing to get overpriced iPhones are done. And the alignment with Walmart is only going to help Sprint's rep as a value-provider.

Always bet on the guy who's survived some missteps and is hungry to make a name for himself. Ladies too.