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About JustinRP37

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  1. [Discontinued] Sprint Tmobile merger Disc.

    Comcast will not merge with Verizon. Just stop. That would create a mega corporation beyond all imagination. Not even a Trump administration would approve that. https://www.bloomberg.com/news/articles/2017-07-28/comcast-buying-verizon-it-doesn-t-like-wireless-that-much
  2. [Discontinued] Sprint Tmobile merger Disc.

    This article is actually pretty good with regards to the points I was making earlier. Sprint is in a much better position today to compete than it has been in a VERY long time. They still have issues, but bottom line is improving everyday. That does not bode well for investors looking for a merger, but does look good for consumers who want competition in the wireless industry. Further, I do think job losses could be one thing that would kill this merger. This administration seems to be all about jobs and mergers typically mean layoffs. https://seekingalpha.com/article/4116841-sprint-making-good-case.
  3. [Discontinued] Sprint Tmobile merger Disc.

    I never said Sprint was not doing that. All I was saying is they had to take out debt on less than ideal terms in the past, which was due to their credit downgrade when things looked bleak. Yes they are paying down high interest debt by leveraging spectrum. It is still debt, but it is on more ideal terms. It is part of the business gamble.
  4. [Discontinued] Sprint Tmobile merger Disc.

    I'm seeing a lot of discussion about debt in here. Just to clear things up, most companies have massive amounts of debt. All wireless carriers have a bunch of debt. It is NOT cheap to build out a network. However, the reason why Sprint is 'beleaguered' is because of its debt load per customer, continual losses, and over the past decade subscriber additions (losses). It is OKAY and actually a good thing to take on debt if it means you will gain more customers, thus more revenue, thus expanding your market reach. This is why the debt of T-Mobile, AT&T, and Verizon is safe debt. It is safe to say that Sprint HAS turned a corner, but it MUST continually make subscriber gains and continue to stay net positive to pay down debt. Sprint has also leveraged a lot of assets to help ease the pain of the debt. Further, when you have poor financials, which Sprint had for years, your credit market is much tougher. You will be subjected to much higher interest rates, just like when you forget a credit card bill you are hit with a penalty APR. Don't forget Sprint is literally rebuilding their Puerto Rico network, had damage in Florida, Texas, and California. That hurt this quarter's financials a bit and they even admitted that. They are definitely on the right path, but people want miracles overnight. That does not happen and there are still many risks in the future.
  5. Yes but again, Sprint is still competing on price. The bottom line is these numbers will be used by Sprint and T-Mobile as why they need to merger. Yes, losses were not as bad as projected, but the flip side is revenues also fell short. Even competing on price, the net additions to both Sprint and T-Mobile are not enough to scale up to the duopoly. Do I think a merger is good? No, I am primarily a consumer (not a wireless investor), and 4 major carriers would be much better than 3 for consumers. But from a market perspective this adds fuel. Now if both Sprint and T-Mobile beat on revenues, profits, and net additions that would add fire to the feds to say no, you are doing fine on your own. This one can still go both ways though.
  6. The quarter was not a ‘great’ quarter. It was a highly mixed quarter. Yes, losses were not as bad as predicted, but revenues also fell short of what was predicted. There was still a net loss. Remember, they are still giving lines of service away for free to gain customers against the competition. In my opinion, this adds fuel to the a merger is needed camp. While I would rather have competition and 4 national carriers, they will use this to say they need to merge to strengthen synergies.
  7. [Discontinued] Sprint Tmobile merger Disc.

    Before we jump to this conclusion we need to see sustained financial growth over a period of time and a much larger increase in net additions to the network. Sprint is still offering the best deals in wireless and their growth is lagging the competition. This is not sustainable over the long term. Honestly, I see a merger as inevitable as the larger providers will have much more flexible cash for network enhancements in the near future, which they can then leverage to gain more customers.
  8. [Discontinued] Sprint Tmobile merger Disc.

    And no call... Just a note from management. That is strange, especially at such a precarious time for Sprint.
  9. [Discontinued] Sprint Tmobile merger Disc.

    You posted this earlier. What people are saying is CDMA is not going to be around a long time. Everything will be LTE, like it or not. I agree that CDMA has great call quality and great ability to maintain the call on the cell fringe. But CDMA will be making way for LTE over the next few years. Once VZ turns it off, then things will get mighty interesting because of economies of scale.
  10. [Discontinued] Sprint Tmobile merger Disc.

    They will have no choice but to densify. Verizon has actually increased the scheduled shuttering of CDMA to the end of 2019. Verizon has already released some phones that only use LTE. Once Verizon stops selling phones with CDMA you will see many manufacturers drop support as it is already not widely used around the world, thus prices for Sprint to keep CDMA would increase as they would need a carrier exclusive phone. I think CDMA does have great call quality, especially towards a cell's edge, but the market has spoken and LTE is king. Sprint realizes this and hence they are rapidly densifying, just like Verizon. There is no choice but to move forward and plan for an LTE-only future within 5-7 years.
  11. [Discontinued] Sprint Tmobile merger Disc.

    He means CDMA will go away slowly. They are not going to deploy CDMA equipment anymore. Moving forward all expansion will be LTE with VOLTE. When you are using VOLTE on Verizon, you are not using CDMA for voice.
  12. While I love being able to replace RAM in laptops to increase their lifespan, unfortunately this is going away. Most manufacturers are heading this way in the race to make everything as thin as paper. Microsoft, Dell, Apple, Samsung, etc all have models like this now. If I had to guess, I would say onboard non-replaceable memory will be the only option in laptops in the next few years. Personally, as much as I love thin devices, I find it a waste to have to replace the whole board when something happens to the RAM. That being said, yes the prices Apple charges for RAM are astronomical.
  13. I'd agree but you can't really buy self serviceable laptops that aren't crazy heavy anymore. Also working in high-tech labs I can tell you most machines are driven by macs or Linux computers. So I wouldn't say tech are less technologically savy. I'm around computers of all types. It all depends on your use case. Apple definitely is great for computer and smartphone newbies, but it is still quite prevalent in scientific settings. I'm not arguing one way or the other. Just don't like when people bash people for their tech decisions.
  14. I don't get it either, but as I consumer of all things tech, Apple still has hands down the best customer support. I have never had much success with dealing with other companies, but Apple has replaced multiple things out of warranty for me from batteries to iPad keyboards. Yes even they aren't perfect, but I am still satisfied when things go wrong.
  15. But but they unbundled the prices to make it seem like you were getting a much better deal for a few years! /sarcasm. Of course the carrier planned on making more money this way, they aren't benevolent!