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  Sprint article in today's Washington Post
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From: identitybur...@gmail.com - view profile
Date: Fri, Oct 19 2007 9:22 am
Email: identitybur...@gmail.com
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From: matt.delmas...@gmail.com - view profile
Date: Mon, Oct 22 2007 10:15 am
Email: matt.delmas...@gmail.com
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This is the best possible news that could come out of Sprint. As long
as they don't screw up the pricing on WiMax (Xohm) data plans, they
will dominate the wireless data market. As far as I know, there is no
competition to WiMax and Intel is a strong backer for this new
standard. From what has been reported thusfar, Intel will be including
WiMax in it's Centrino 2 mobile computing branding as well as it's MID
and UMPC platforms. If this holds true, the future is bright for both
Sprint AND Intel.

From: identitybur...@gmail.com - view profile
Date: Mon, Oct 22 2007 10:44 am
Email: identitybur...@gmail.com
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AT&T's rolling out something WiMAX-ish in 2011, but by that point
WiMAX/Xohm will have been firmly entrenched for years and already on
their next evolution. After hearing that Sprint wasn't going to
stupidly jettison WiMAX for short-term, and not entirely likely,
gains, I upped my investment.  It now represents 20% of my portfolio,
something I previously only did with Apple.  Sprint's no Apple, but I
obviously have a lot of confidence in WiMAX's game-changing potential.

From: matt.delmas...@gmail.com - view profile
Date: Mon, Oct 22 2007 1:00 pm
Email: matt.delmas...@gmail.com
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Not to mention that Sprint basically owns/controlls 90% of the WiMax
bandwidth AND has Google signed up for some mystery project (most
likely the gPhone). The only question here is "what WiMax devices will
be available?". The iPhone's EDGE network disaster worked against AT&T
by showing that there is a tremendous market demand for a High-speed
wireless network. WiMax is it. I think that Sprint's Xohm will start
off with PC WiMax cards (PCMCIA or USB) and then have google deploy
the G-Phone at the end of Q1 or Q2 2008. Intel will then be marketing
their Centrino 2 notebooks (with WiMax included standard) in Q2/Q3.
2008 will cap off with Microsoft and Intel pushing Windows-based UMPC
devices and another company (most likely Dell) pushing Linux-based
MIDs to take the place of the current smartphone $300-$600 price
point. Again, this is all speculation based on current available fact,
but both Sprint and Intel are REALLY backing WiMax with some heavy
investments.

I honestly wouldn't be surprised to see Apple put out a WiMax iPhone
on Xohm since they have such close ties with Intel (it's rumored that
Apple will go with Intel for the iPhone 2.0 or 3.0 -
http://www.digitimes.com/telecom/a20071001PD214.html and
http://www.intomobile.com/2007/10/03/apple-looking-towards-intel-chip...).
Again, more speculation. Apple doesn't always make the wisest moves
when it comes to technology standards (PowerPC, Firewire, no 3rd party
API for iPhone) but they eventually straighten themselves out ... for
the most part.

If Sprint keeps the Xohm plan pricing low and improves customer
service, we may see a new Sprint-dominated market by this time next
year.


From: identitybur...@gmail.com - view profile
Date: Mon, Oct 22 2007 1:46 pm
Email: identitybur...@gmail.com
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Some very interesting things might happen with gPhone and Sprint, but
it's difficult for me to imagine Apple given their contractual
obligations with AT&T.  Do you know when that expires?

From: mnbvcx...@gmail.com - view profile
Date: Mon, Oct 22 2007 1:48 pm
Email: mnbvcx...@gmail.com
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matt.delmas...@gmail.com wrote:
> If Sprint keeps the Xohm plan pricing low and improves customer
> service, we may see a new Sprint-dominated market by this time next
> year.

I have to agree with you. Sprint's current problems are customer
service related and some bad 3rd party moves (stores that look just
like Sprint stores but aren't), but their network is good and FAST.
WiMax will make it even faster.

As soon as they offically announce that the gPhone testers will be on
Sprint's network, this stock's gonna skyrocket.

And remember, on a market cap basis, Sprint would be a relative
bargain, compared to AT&T and Verizon if Google decided to buy them.

It's not showing on Market Watch's analyst info yet, but Credit Suisse
just upgraded Sprint. Maybe Credit Suisse has some inside info and
that's why they just upgraded the stock.


From: identitybur...@gmail.com - view profile
Date: Mon, Oct 22 2007 1:51 pm
Email: identitybur...@gmail.com
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HP To Embed Sprint Broadband Service Into Some Notebook PCs

DOW JONES NEWSWIRES Hewlett-Packard Co. (HPQ) will integrate Sprint
(S) mobile broadband capabilities into several HP business notebook
personal computers.
The companies said they will jointly market the Hewlett-Packard
business notebooks, which will take advantage of Sprint Mobile
Broadband Network with faster data speeds.


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