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Keep a Word, Drop a Word #3


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    • https://www.lightreading.com/smartphones-devices/will-network-operators-cheer-a-google-v-apple-ai-battle- Also mentions glasses and other devices.
    • This site is built but not live. eNB 41150 is still live. eNB 41188 is decommissioned but as far as I can tell the site at 200 West 55th is not built yet. This site is live gNB 1346302. This site is live gNB 1092074 This site is live gNB 1371671 This site is live gNB 1371860 — — — — — Sprint eNB 6156 -> T-Mobile gNB 1349260 Sprint eNB Unknown -> T-Mobile gNB 1325016 — — — — — Bonus T-Mobile 5G small cell, gNB 1348688 in Queens:  
    • FTTH JVs are city by city as well, so it's not going to really be sector by sector. It sounds like TMo wants to be able to sell everyone home broadband, but if that requires building additional infrastructure that infra will take the form of FTTH builds rather than mobile densification. Which involves tradeoffs, but the product is better than e.g. what AT&T is doing for me right now, which is offering only Internet Air in an area where they have 100/20 DSL available but not (yet) fiber.
    • Hopefully they do not wait until these sectors get so overloaded that they start getting nasty reviews and people abandon them. Getting fiber coverage to the area of a overloaded sector can take a year or more. I also question if this can all be managed.  Lots of sectors all over the country can get congested fairly quick.  Lots of work and money to get fiber installed and there goes the profitability on the venture.
    • MoffetNathanson Conference This is a conference where the CFO talks telecom financial analysts so obviously it takes a return on investment approach.  Broadly T-Mobile divides there world into top 100 markets (60%) and small town/rural (40%). They ultimately want to have at least 1/3 market share in rural. They also look at demographics like 50+ and Hispanic.  Reputation is now starting to help them with CIOs.  Did mention c-band buildout beginning in major cities as well as continued band migration to 5g. IMO they may become more aggressive at offering 5g phones to LTE holdover and 5g users without VoNR at a future date. mmWave not discussed. Price increases not discussed iirc. Did mention spectrum purchases from speculators. $9 billion all goes through same ROI process. FWA is down to hexagonal patterns by sector of fallow spectrum. Fiber JVs will go where sectors are overloaded.
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