Replies to post #879 on LCC International Inc (fka LCCI)

[everett7]

The next quarter they are reporting is already finished, it ended a month and a half ago, they already beat revenues for the June 30 quarter, what more could you POSSIBLY be scared of, the stock is practically trading at zero, why don't you just go ahead and sell if you are so concerned, let me know when you're selling I'll be happy to buy your shares for next to nothing, I'll see you over .10 cents.

[Friday2003]

Some sober, experienced insight! You rock King. LCC's customers are experiencing financial troubles and this business has been in a multi-year downward trend, so hopes that it has reversed have been a bit dashed with the latest global economic news. We have to pray for a upside Q3 surprise here. Outsourcing is usually a cost-saving measure, but LCC has had no luck winning a major Western outsourcing contract, as much as they talk about trying to. It's nice that they have contracts in the Middle East, but that still only accounts for less than 25% of revenues.

Looking forward to the Q3 numbers, hoping they'll be good.

[william2112]

think again...

"The next quarter they will report will start to have some of the economic down turn in it"

refer to clearwire:

Clearwire looks to white space for savings
New network approved, needs paying for
By Bill Ray
Posted in Wireless, 14th November 2008 18:26 GMT

"But even that infusion of cash isn't going to be enough to build the 140 million points of presence New Clearwire is expected to need for national coverage. That's going to set the company back another $2.5bn at least - possibly a lot more, which explains the sudden interest in white space spectrum." ......


"Deploying a national network won't be cheap, and it's not a good time to be raising capital - but this is a long-term investment that will have to outlast the current economic strife"
http://www.theregister.co.uk/2008/11/14/clearwire_white_space/

...to explain this further....understand that money has to be spent:

Clearwire Adds Just 8k Subs In Q3
As they prepare to become new-ultra-mega-super-clearwire...
12:27PM Monday Nov 10 2008 by Karl Bode

With Clearwire on the cusp of fusing with Sprint XOHM to become the "New Clearwire," the old Clearwire has ramped down their marketing efforts for their pre-WiMax service, which around these parts has seen consistently mediocre reviews. The results are showing in their latest earnings report, which indicate the mobile broadband company added just 8,000 subscribers in the third quarter, and added just 121,000 broadband customers in the last year....

... That's all somewhat irrelevant, given that soon Cleawire will be combined with Sprint's XOHM, the new company getting infused with more than $3.2 billion from Intel, Google and Comcast. They'll then begin focusing on deploying mobile WiMax (802.16e) as an entirely new operation
http://www.dslreports.com/shownews/Clearwire-Adds-Just-8k-Subs-In-Q3-98987?nocomment=1


..this is just one example

[william2112]

think hard about this one..

Plus, did you see that LCCI generates 2/3 of their revenue from only 10 customers? This really has me concerned

i am sure you can count the number of cable operators in your home town on one hand(are their two or three?)...if you walk into an electronics store to purchase a cellular service contract...how many providers do you have?(maybe three or four?)...you choose satellite?...how many options there?(one or two?)

now think about it globally. in this country, we have more options than anyone else...the market is converging...and as you can tell...the big boys here are at&t..and verizon..remember when there was just one phone company...and everybody had them..lol

look again at the potential customer base.......it isn't as large as you might think....BUT the spectrum at hand is....and that should be a wonderful opportunity...DO NOT DISCOUNT THAT