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utiz4321

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utiz4321 last won the day on February 27

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About utiz4321

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  1. [Proposed] Sprint Tmobile merger Disc.

    If they pull this off I think the home ISP argument becomes better.
  2. [Proposed] Sprint Tmobile merger Disc.

    You and are not the market. The market isn't even a person or persons. It is the aggrogation of millions of decisions being made everyday. You price argument points to only one of the relavent factors, the elimination of a competitor. It doesn't look at the returns to scales and cost reduction invovled in merging the two carriers. What happens to price will be determined by all these factors together not just one.
  3. [Proposed] Sprint Tmobile merger Disc.

    The problem is the market doesnt. And the market is alot smarter than you and I. We should probably weight it's opinions higher than our own. Sent from my LG-LS993 using Tapatalk
  4. [Proposed] Sprint Tmobile merger Disc.

    The decision isnt in the hands of the DOJ staff. It is in the hands of a trump DOJ appointee that is a completely "hands-off" free marketer. I doubt it gets blocked.
  5. [Proposed] Sprint Tmobile merger Disc.

    I dont think so. Masa was talking up being an home ISP competitor the first time he floated this merge idea. Sent from my LG-LS993 using Tapatalk
  6. [Proposed] Sprint Tmobile merger Disc.

    Well, I would have expected AT&T to have raised prices after both Verizon and T-Mobile did, yet they did not. A combined T-Mobile/sprint would have the spectrum resources to offer unlimited data for a long time to come as well as being a home ISP. Price is going to depend of where profit maximizations occurs. Upward pressure in this formula would come from less competition but downward pressure is going to come from scale, synergies and spectrum resources being more highly concentrated.
  7. [Proposed] Sprint Tmobile merger Disc.

    Maybe. That argument doesn't take into account returns to scale. The industry is still relatively competitive and with the push to 5g, MIMO, IoT, the rising cost of handsets etc... Who knows what prices are going to do.
  8. [Proposed] Sprint Tmobile merger Disc.

    I don't know why people think that have two weaker competitors to the duopoly is better than a third really strong competitor? Or why they think a player like dish might not jump into the market if it consolidates. These are all assumptions and ones not based on any facts.
  9. [Proposed] Sprint Tmobile merger Disc.

    The new company will have the debt of both companies.
  10. [Proposed] Sprint Tmobile merger Disc.

    I read that there is not going to be a break up fee. At least that is the rumor.
  11. [Proposed] Sprint Tmobile merger Disc.

    I don't think the DOJ or the FCC will block the merger. If you look at the attitudes of the decision makers in both agencies, they are both free market guys, it seems very unlikily it will get blocked.
  12. [Proposed] Sprint Tmobile merger Disc.

    True but I assume Canadians travel and any national carrier their would have to cover at least the major road ways. In any case their population is less than a tenth of the US. If the average national US carrier has 60000 macro sites and holding everything else constant, for the vost of operating the networks to be the same that would imply the average national Canadian carrier would be runing at about 6000 macro sites. But everything else isnt the same. So they have less leverage with network and handset vendors. I don't know why anyone would think prices in Canada would be the same as here.
  13. [Proposed] Sprint Tmobile merger Disc.

    There is no “magic number” that is good in every country on earth. That is just magical thinking. Each country is different in many key ways: number of pops, land mass, regulations, etc... all that goes into determining the proper size of the market, Canada probably has too many players.
  14. Yes, but that is an extra 5 billion in addition to what sprint was spending.
  15. [Proposed] Sprint Tmobile merger Disc.

    I dont know if that is true. They have blue print for that in project fi but I dont know if they will make this available before the merger is approved. Besides, the really exciting stuff is massive mimo on Sprint's side and 600 on t mobile. If those two things are delay I will be kind of bummed.
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