Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Matt Liotta
It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt -- WISPA

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Peter R.
Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position.

RE: [WISPA] Clearwire stock dropping

2007-03-14 Thread Brad Belton
] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Matt Liotta
Brad Belton wrote: Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? I think you are asking the wrong question. The real question is how long

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Tom DeReggi
- Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb

RE: [WISPA] Clearwire stock dropping

2007-03-14 Thread wispa
On Wed, 14 Mar 2007 11:55:31 -0500, Brad Belton wrote Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread George Rogato
, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Matt Liotta
wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue. What is interesting

RE: [WISPA] Clearwire stock dropping

2007-03-14 Thread Brad Belton
- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 1:47 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Peter R.
Matt Liotta wrote: wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue.

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread wispa
On Wed, 14 Mar 2007 14:09:20 -0400, Matt Liotta wrote wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread George Rogato
wispa wrote: It depends on who provides you the figures... People go to jail when those figures are wrong. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Peter R.
Not to compare it to a skunk, but look at Vonage stock. Tanked quick despite their accounting methods. (Sure some of that was from the patent lawsuit, but it was fading before that). - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe:

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Peter R.
George Rogato wrote: wispa wrote: It depends on who provides you the figures... People go to jail when those figures are wrong. Sometimes they do. The key to GAAP Accounting is that you have to be consistent. SO if in your first quarter you decide that hardware is in this column and

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread George Rogato
Peter R. wrote: Not to compare it to a skunk, but look at Vonage stock. Tanked quick despite their accounting methods. (Sure some of that was from the patent lawsuit, but it was fading before that). - Peter Yeah, but Vonage also shot itself in the foot on IPO We will offer refunds if our

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Tom DeReggi
[EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 1:15 PM Subject: RE: [WISPA] Clearwire stock dropping Nothing, and why I feel the way I do about the stock. I believe CLWR will bounce back up, but will ultimately slide downward until profits

RE: [WISPA] Clearwire stock dropping

2007-03-14 Thread Brad Belton
experiences. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 3:26 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Isn't Clearwire's value irrelevent? If we have lots of extra

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Peter R.
Tom DeReggi wrote: Isn't Clearwire's value irrelevent? If we have lots of extra money sitting around to invest, shouldn't we be investing it in ourselves for a higher return and less risk? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband Actually, if you have lots of

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Jack Unger
- From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons

Re: [WISPA] Clearwire stock dropping

2007-03-14 Thread Tom DeReggi
, 2007 2:38 PM Subject: RE: [WISPA] Clearwire stock dropping It's largely irrelevant to me as I don't own CLWR or have any immediate plans to own any shares. As for our industry I believe CLWR's value and performance could have some impact on future fixed wireless ventures public or private. Bankers