Comments on: Sprint’s own activist investor http://gigaom.com/2007/04/12/sprints-own-activist-investor/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 12:24:41 +0000 http://wordpress.com/ hourly 1 By: WMExperts http://gigaom.com/2007/04/12/sprints-own-activist-investor/#comment-423308 WMExperts Mon, 06 Aug 2007 19:08:50 +0000 http://gigaom.wordpress.com/2007/04/12/sprints-own-activist-investor/#comment-423308 <p><strong>Sprint WiMAX WaTCH Part 3: Can They Do It?</strong></p> <p>Mike points me to this little nugget over at GigaOM: [“disgruntled investor”] Whitworth sees WiMAX as “a drain on the company’s overall cashflow” and “too speculative an investment,” according to an unnamed sou...</p> Sprint WiMAX WaTCH Part 3: Can They Do It?

Mike points me to this little nugget over at GigaOM: [“disgruntled investor”] Whitworth sees WiMAX as “a drain on the company’s overall cashflow” and “too speculative an investment,” according to an unnamed sou…

]]> By: GigaOM Sprint to leave SpectrumCo « http://gigaom.com/2007/04/12/sprints-own-activist-investor/#comment-409364 GigaOM Sprint to leave SpectrumCo « Thu, 02 Aug 2007 15:51:41 +0000 http://gigaom.wordpress.com/2007/04/12/sprints-own-activist-investor/#comment-409364 <p>[...] Time Warner Cable, Cox and Brighthouse, all cable operators. Sprint has been under pressure from WallStreet to clean up its act. SpectrumCo won 137 licenses after bidding $2.37 billion in last year’s auctions for spectrum [...]</p> [...] Time Warner Cable, Cox and Brighthouse, all cable operators. Sprint has been under pressure from WallStreet to clean up its act. SpectrumCo won 137 licenses after bidding $2.37 billion in last year’s auctions for spectrum [...]

]]> By: GigaOM Disgruntled Sprint Shareholders: Right Track, Wrong Direction « http://gigaom.com/2007/04/12/sprints-own-activist-investor/#comment-237830 GigaOM Disgruntled Sprint Shareholders: Right Track, Wrong Direction « Fri, 22 Jun 2007 13:15:08 +0000 http://gigaom.wordpress.com/2007/04/12/sprints-own-activist-investor/#comment-237830 <p>[...] the disgruntled shareholders are a lot less worried about the long term health of the company than they are about making money [...]</p> [...] the disgruntled shareholders are a lot less worried about the long term health of the company than they are about making money [...]

]]> By: Friday links: return persistence « Abnormal Returns http://gigaom.com/2007/04/12/sprints-own-activist-investor/#comment-104259 Friday links: return persistence « Abnormal Returns Fri, 13 Apr 2007 19:30:38 +0000 http://gigaom.wordpress.com/2007/04/12/sprints-own-activist-investor/#comment-104259 <p>[...] Fehrenbacher at GigaOm on what an activist shareholder wants from Sprint [...]</p> [...] Fehrenbacher at GigaOm on what an activist shareholder wants from Sprint [...]

]]> By: DB http://gigaom.com/2007/04/12/sprints-own-activist-investor/#comment-104258 DB Fri, 13 Apr 2007 17:08:41 +0000 http://gigaom.wordpress.com/2007/04/12/sprints-own-activist-investor/#comment-104258 <p>Relational Investors needs to pull their heads out of the sand (or elsewhere) and realize that the Wireline assets and infrastructure are key to Sprint-Nextel's lower operational costs in supporting a Wireless business. The Wireline asset/infrastructure directly supports the Wireless business in driving down backhaul costs and is key in supporting a 4G Nationwide launch. Most competitors have to lease their backhaul, many of them lease through Sprint-Nextel. If you are going to invest, understand the business first.</p> Relational Investors needs to pull their heads out of the sand (or elsewhere) and realize that the Wireline assets and infrastructure are key to Sprint-Nextel’s lower operational costs in supporting a Wireless business. The Wireline asset/infrastructure directly supports the Wireless business in driving down backhaul costs and is key in supporting a 4G Nationwide launch. Most competitors have to lease their backhaul, many of them lease through Sprint-Nextel. If you are going to invest, understand the business first.

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