Seeking Alpha: For NTT DoCoMo, It's Evolve... Or Else

Going on 23 years old, calling NTT DoCoMo (DCM) a dinosaur is a probably a bit harsh, but the reality is that that mobile services market in Japan has changed a lot and this incumbent leader hasn't done the best job of changing with the times. It has become increasingly difficult to compete on the basis of network/service quality and OS manufacturers have disintermediated a lot of value-added services. The yield isn't bad here, but a shift in regulation may not deliver the hoped-for upside and this could be a sluggish player for some time to come.

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For NTT DoCoMo, It's Evolve... Or Else

Investopedia: The SoftBank-Sprint-Clearwire-Dish Network Game Of Musical Chairs Seems Over

In a process that has taken eight months now, it looks like SoftBank is going to succeed in its attempt to acquire Sprint (NYSE:S), and that Sprint is going to succeed in its attempt to acquire the remainder of Clearwire (Nasdaq: CLWR). The fly in both ointments, Dish Networks (Nasdaq:DISH) has apparently abandoned its efforts to acquire Sprint, and likewise appears to be unwilling to try to once again top Sprint's bid for Clearwire.

This all probably brings this particular chapter to a close, but those who think the story in U.S. wireless, broadband, and telecom M&A is over don't know the nature of the parties involved.

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http://www.investopedia.com/stock-analysis/062113/softbanksprintclearwiredish-network-game-musical-chairs-seems-over-s-clwr-dish-dtv.aspx

Investopedia: DISH Network Makes Another Bid For Mobile

It's hard not to give some credit to DISH Network’s (Nasdaq:DISH) leadership for realizing that they've taken the satellite TV concept about as far as they can. Instead, the company has been acknowledging (for some time now) that the company needed a pretty significant strategic transformation- one that would allow the company to leverage its wireless spectrum and compete more directly in the growing mobile broadband market.

To that end, Monday's bid for Sprint Nextel (NYSE:S) is bold, but not entirely surprising. In fact, I suggested a few months ago that DISH's bid for Clearwire (Nasdaq:CLWR) could be as much about forcing Sprint to the table as any particular desire to own Clearwire. Now the question is whether or not Sprint's board welcomes the overture, and whether Sprint's other bidder, Japan's Softbank, decides to up the ante.

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http://www.investopedia.com/stock-analysis/041613/dish-network-makes-another-bid-mobile-dish-s-clwr-vz-vod-t-dtv.aspx

Investopedia: The Long Awaited Sprint-Clearwire Deal Is Closer Than Ever

Given large ongoing losses and sizable funding needs, most investors have considered it a given that Clearwire (Nasdaq:CLWR) will be acquired. With its approximate 50.5% ownership stake, meaningful high-end spectrum needs and a recent influx of capital from Japan's Softbank, Sprint (NYSE:S) was seen as the most likely candidate. Now it seems like Sprint is finally making its move, but the market reaction and relative valuation suggest Sprint may have some work left to do.

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http://www.investopedia.com/stock-analysis/2012/The-Long-Awaited-Sprint-Clearwire-Deal-Is-Closer-Than-Ever-S-CLWR-PCS-T1214.aspx

Investopedia: The Softbank-Sprint Tie-Up Seems Like Only The Beginning

Sprint Nextel (NYSE:S) has always seemed to be uncommonly controversial for a carrier. Not only has the company had its ups and downs with mergers and acquisitions, but the Street has never seemed entirely comfortable with the its plans vis-a-vis Clearwire (Nasdaq:CLWR). Even now, after the company has reached an agreement to sell a controlling stake to Japan's SoftBank, it doesn't look like there's any imminent end to the controversy and uncertainty.

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http://www.investopedia.com/stock-analysis/2012/The-Softbank-Sprint-Tie-Up-Seems-Like-Only-The-Beginning-S-CLWR-T-ALU1016.aspx