Clearwire's future?

So, what do you think is the future for Clearwire?

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gdt gdt
8/10/2011
The Wall
Clearwire appears to have been operating rudderless for the last several months.  However, assuming appearances are not the whole story, I wonder if the company is poised to make some kind of "market move".

I need to think about this.  For awhile, I thought Clearwire was going to end up in the combined hands of Google and Sprint and Comcast.  

I will mull this over.
PJLouis PJLouis
8/10/2011
9.7 MM customers cannot be all wrong.

  

EV is less than $6.0 MM.   

 

Financially the company has $750MM on the BS.  It carries its very large spectrum portfolio conservatively at only $4.3B 

 

It cannot transition its current to Sprint’s network vision as it has very large amounts of Huawei gear installed – recall the DoD took Huawei out of contention as a supplier to Sprint.  This is a multi-protocol, multi-frequency network that can accommodate Network Vision but by definition does not Network Vision specifications. 

 

Does anyone know which LTE Clearwire plans to use, FD or TD?  And if the handsets may be interchanged (I don’t think so).  I know Clearwire had tested both.   

 

Gerard Hallaren, CFA

 303-309-0918
Gerard6656 Gerard6656
8/10/2011