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My colleague Kevin Fitchard reports that Dish Network’s quarterly SEC filing reveals a $396 million investment of debt in an unnamed “single issuer.” Financial analysts say the most likely candidate here is Clearwire, the 4G network wholesaler that desperately needs cash as it tries to get its LTE network off the ground. Fitchard and I agree that Dish probably doesn’t truly want to operate a mobile network and instead is biding its time before selling off its spectrum for a tidy sum. But there’s a chance that it is looking to tie up with Clearwire and launch its own 4G offering to compete with the big boys. And that would be very good news for consumers.