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What Does Dish's Charlie Ergen Want?
Source: Cowen
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Gabriel Brown
7/12/2019 | 3:25:59 AM
Re: Kingmaker
Maybe Dish has to look like it will invest and become a fourth competitor to elicit bids for the spectrum from incumbents?
Even with a $10 billion build cost (plus spectrum costs) it will still need to find substantial annual capex to stay in the game. Sounds expensive.
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Mike Dano
7/11/2019 | 10:00:11 AM
Re: Kingmaker
The only real leverage it has is that it's the only company that has stepped forward as a possible fouth nationwide competitor, which is what the DoJ wants, what it really, really wants.
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Gabriel Brown
7/11/2019 | 6:24:36 AM
Re: I'll tell you what I want, what I really really want
I did not until I read your comment.
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Gabriel Brown
7/11/2019 | 6:24:01 AM
Kingmaker
Good piece. Interesting analysis.
Question from an overseas reader: does Dish really have this much leverage that the deal can't go ahead without its participation?
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Kelsey Ziser
7/10/2019 | 4:50:26 PM
I'll tell you what I want, what I really really want
Anyone else have that Spice Girls song stuck in their head after reading this headline?
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Even with a $10 billion build cost (plus spectrum costs) it will still need to find substantial annual capex to stay in the game. Sounds expensive.