Clearwire Corp (CLWR)

money being pumped into this .... looks like it may have found support near the $6 area. Looks worth it here.

dog...!!!

So I love the idea of WIMax or LTE... which ever wins. And right now it looks like WiMax has a strong start. I have a question: Does anyone out there use the service? Is it living up to the hype? Does it actually work?

I live in Madison, WI and we don't have it yet... but I know plenty of people that are eager for the technology (and have heard of clearwire).

I would love to know about your experience

WiMax technology has a good headstart on LTE. CLWR is currently in the process of building out and should see results over the next couple of years.

The company is still building its foundation. Once the base has been set, the service is nation wide and marketing has saturated the media, products like cell phones to netbooks will be built to cater around the technology that this company focuses on.

Pullback Likely on Relatively Weak Stock

If you buy this stock you will make a nice revenue in a few weeks. I believe their projects and ideas will boost this stock to around 11 to 15 dollars. Small gains, but gains.

4G wireless runs about 4 times faster than 3G and can run on netbook computers. Clearwire is the only company in this market and will soon blow the field away

Many would say it's a foregone conclusion that, five or ten years from now, you're going to get your broadband Internet wirelessly over the air, in contrast to the cable, DSL, or dial-up connection that you're probably using to read this page right now. As this transformation occurs, we're going to see another technological clash of the titans in determining what technology (or technologies) will take us there. As of this writing, the prime candidates are WiMax (such as Clearwire's CLEAR solution) and LTE (supported by Verizon and others).

Although some would frame the WiMax-versus-LTE battle as an all-or-nothing affair (much like BluRay vs. HD-DVD or VHS vs. Betamax), I would argue that, within the next five years, there's more than enough demand to allow for both technologies to evolve and gain a sizable amount of market share before they inevitably clash with one another. Currently, broadband internet is widely available in urban areas, but sparse in the countryside. To deliver broadband to these rural users, a WiMax/LTE provider could serve a 20-to-30-mile radius with a single tower, which stands in stark contrast to the buildout and capital expenditures that a land-based telecom would have to endure to serve that same area.

So, why WiMax and Clearwire? At present, the WiMax technology stack is a more mature than LTE's, with Clearwire already rolling out WiMax service to Portland, Atlanta, and Las Vegas, with 80 more metropolitan roll-outs by the end of the year. Current effective download speeds are about 4Mbps for WiMax, versus about 1.5Mbps for the leading 3G networks. Clearwire also has the financial backing of some of the tech industry's heavyweights, including Google, Intel, and Comcast (the latter of which has started to offer Clearwire's services as part of its broadband packages under the moniker "Comcast High-speed 2go"). With the support of these companies, Clearwire has been able to take on the massive amounts of debt necessary to deploy its network around the nation.

Now that this buildout is underway, marketing efforts have been stepped up, and revenue is starting to flow in, expect to see the stock price begin a strong climb upward.

Clearwire's flagship product, WiMax, is going offer '4G' support for cell phones. Sprint Nextel is in the process of rolling this out nationwide.

It's competing with another '4G' technology, LTE, which is better -- both in speed and bandwidth. However, the advantage that Clearwire has with WiMax is that they're ahead of the game. It will be at least another year before LTE starts rolling out.

Will WiMax win the format war over it's superior rival -- LTE? VHS certainly did against Betamax in the 70s. This format war will be interesting. WiMax definitely beat LTE to the punch, but the question is whether the majority of cell phone carriers will jump on the WiMax bandwagon or wait until LTE rolls out.

From a CAPS standpoint, Clearwire should definitely outperform the S&P in the next several months. Beyond that, it depends on which technology wins the format war.

One word, WiMax!

Wimax loses to LTE

This is a multipart communications play.
Sell short AT&T (T), MetroPCS (PCS), Leap Wireless (LEAP), Clearwire (CLWR)
and
Buy Verizon (VZ), Sprint (S), United States Cellular (USM), Telephone Data Systems (TDS)

T, PCS, and LEAP are all trading at ridiculous levels higher than book value especially when compared to some of its peers (see buy list). Additionally taking into account their balance sheet expansion over the past 4 years, their future will be severely limited relative to its rivals going forward. These five already seemed priced to perfection. Although CLWR's financials indicate its ability to continue expansion, its valuation today suggest success of rolling out Wimax profitably - I am going against the market on this one (Sprint is already priced at a discount)
With the funds gained from selling short the above
BUY VZ, S, USM, TDS
These companies are trading at a good value to its book. Verizon only shows value if compared to its biggest competitor, AT&T. As the rollout of 4G actually plays out by end of 2010, whether its LTE (VZ/AT&T's technology) or WiMax (Clearwire/Sprint/Intel's tech), VZ will have access to an even wider market (by having common network as AT&T) and Sprint is likely to carry SOME profit out of the mess. Sprint is already priced to failure of its Wimax technology, even if it shifed gears on technology & took further massive writedowns on its intangibles, its potential for expansion in the future seems strong. USM & TDS are essentially the same company through insider ownership & show great value compared to its rivals on the short list at the top of the pitch.
Disclosure: Currently own shares in USM. Am looking to jumping in some of the plays mentioned above.

Comments, Criticism, & discussion is most welcome.

CLWR has a too high valuation compared to its sales potential. It is also one of the most loss making companies.

Looks like WIMAX could be the next big boom in High Tech. Has backing from Intel, Google, and Obama.

I just got their service myself. Thus far the connection has been reliable and fast. Given today's economy, at less than half price, yet twice the speed of their competitors, it's just a matter of time before WiMAX takes off. Bank on it.

Never over look opportunities in the area of Research and Development in wireless. Enough said.

When Clearwire gets supercharged with WiMax technology, this company is going to become a Juggernaut.

Clearwire Corp. is not only a perfect Obamanomics stock but it has also being posting hundreds of jobs opening over the past few days, indicating that they have plans on getting very busy. Their share prices are still at their bottom with strong support being built at the current $4 level.