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Re: Seshet post# 2130

Friday, 05/18/2012 10:29:08 AM

Friday, May 18, 2012 10:29:08 AM

Post# of 4306
Just to note, Apple's production rate on the new Ipad's is slower than the demand. Between all of the products, mainly Apple's that will support 4G/LTE, there will not be enough spectrum in the market if you discount ClearWire. Meaning, CLWR's spectrum valuation will skyrocket to beyond the current $4.6B and this is not including rollout happening this year until mid-2013. You are talking about eventually having a market cap of $5B-$20B in the years to come. All contingent on what deals they sign. If AT&T and/or Verizon wanted to utterly destroy Sprint, they would make a bid for CLWR beyond what Sprint could afford.

CLWR