Jump to content

T-Mobile LTE & Network Discussion


CriticalityEvent

Recommended Posts

Apparently a second PCS carrier deployment is under way in Cleveland now. So that means to date, Chicago, Shentel and Cleveland are receiving second carriers.

 

And now we see a pattern developing.  The second band 25 carrier correlates strongly with spectrum acquisition markets.

 

Cleveland was a 20 MHz (10 MHz FDD) PCS A-F block market.  But recall that Revol shut down, and Sprint acquired its PCS licenses.  So, Sprint has added 10 MHz (5 MHz FDD) and 6.4 MHz (3.2 MHz FDD) blocks to its portfolio, making Cleveland now a spectrum rich 36.4 MHz PCS A-F block market.

 

AJ

  • Like 5
Link to comment
Share on other sites

Any word on California or Nevada?

 

In a word, no.  If there is word, you need not ask.  We will report it.  But, so far, second band 25 carrier Sprint deployment is limited to spectrum acquisition markets.  California and Nevada do not qualify.

 

AJ

Link to comment
Share on other sites

$25.67 today. 

 

Now TMUS and DT has to build because they're stuck... good luck with that, guys. 

 

PS - I'm happy for people like Neal who have advocated that DT stick around and build, but he's always been clear about what TMUS needed to do. 

Link to comment
Share on other sites

$25.67 today. 

 

Now TMUS and DT has to build because they're stuck... good luck with that, guys. 

 

PS - I'm happy for people like Neal who have advocated that DT stick around and build, but he's always been clear about what TMUS needed to do. 

Wait, are you praising me or denigrating me? I can't quite tell...

Link to comment
Share on other sites

$25.67 today. 

 

Now TMUS and DT has to build because they're stuck... good luck with that, guys. 

 

PS - I'm happy for people like Neal who have advocated that DT stick around and build, but he's always been clear about what TMUS needed to do. 

$25 will be a way station on the way lower. Part of it will be the stock market adjustment. It will go lower because Sprint will finally get their shit together. Barring any further market exuberance I am predicting it will settle around $17 before bouncing back to $20. Then we will have a republican administration and Sprint will try to absorb them again, but not before the 600MHz auction.

  • Like 1
Link to comment
Share on other sites

$25 will be a way station on the way lower. Part of it will be the stock market adjustment. It will go lower because Sprint will finally get their shit together. Barring any further market exuberance I am predicting it will settle around $17 before bouncing back to $20. Then we will have a republican administration and Sprint will try to absorb them again, but not before the 600MHz auction.

I wouldn't call it Sprint absorption. SoftBank has already shown their hand, which is very much a reverse merger.

Link to comment
Share on other sites

I wouldn't call it Sprint absorption. SoftBank has already shown their hand, which is very much a reverse merger.

 

OK, but we if by that time Claure has straightened out Sprint, who knows :)

Link to comment
Share on other sites

OK, but we if by that time Claure has straightened out Sprint, who knows :)

Won't network vision be a better framework once it is complete than the network tmo is building?

 

Jim, Sent from my Photon 4G using Tapatalk 2

  • Like 1
Link to comment
Share on other sites

Won't network vision be a better framework once it is complete than the network tmo is building?

 

Jim, Sent from my Photon 4G using Tapatalk 2

Yeah. AFAIK Network Vision equipment/infrastructure is way more modular/easy to upgrade and inter-compatible/manageable than anything anyone else has done so far. It's also way more consistent across various areas.

Link to comment
Share on other sites

Yeah. AFAIK Network Vision equipment/infrastructure is way more modular/easy to upgrade and inter-compatible/manageable than anything anyone else has done so far. It's also way more consistent across various areas.

Tmobile Nokia flexis and Ericsson RBS setups are nothing to scoff at.

 

 

 

Sent from my Nexus 5 using Tapatalk

  • Like 3
Link to comment
Share on other sites

$25 will be a way station on the way lower. Part of it will be the stock market adjustment. It will go lower because Sprint will finally get their shit together. Barring any further market exuberance I am predicting it will settle around $17 before bouncing back to $20. Then we will have a republican administration and Sprint will try to absorb them again, but not before the 600MHz auction.

 

Price targets for TMUS are up to $40, with a $37 consensus and 11 analysts rating the stock a strong buy. EPS consensus is 0.05.

It's normal for the stock to go down, especially as shorts kicked in the last few days and weeks. The NASDQ itself is down almost 9% from a month ago , TMUS is down 15% up today 1.50%, as is the NASDAQ. 

Link to comment
Share on other sites

Yeah. AFAIK Network Vision equipment/infrastructure is way more modular/easy to upgrade and inter-compatible/manageable than anything anyone else has done so far. It's also way more consistent across various areas.

T-Mobile's network architecture is just as modular (if not more so). T-Mobile's architecture is also simpler than Sprint's, since it isn't trying to do crazy CDMA/LTE bridging that doesn't work out very well most of the time.

 

The consistency of both Sprint and T-Mobile's networks leave something to be desired. But they are both improving on that.

 

Price targets for TMUS are up to $40, with a $37 consensus and 11 analysts rating the stock a strong buy. EPS consensus is 0.05.

It's normal for the stock to go down, especially as shorts kicked in the last few days and weeks. The NASDQ itself is down almost 9% from a month ago , TMUS is down 15% up today 1.50%, as is the NASDAQ. 

 

That's in line with what I've heard from analysts who examined only the fundamentals of the business. The market is quite prone to volatility, so the value of the stock is not always reflected in the price of the stock. As the market calms down from M&A fever, we'll see more people focus on the business fundamentals and the share price of TMUS will rise. Almost certainly, the share price will spike up on the Q3 earnings report due at the end of the month.

  • Like 1
Link to comment
Share on other sites

To better elaborate this, Sprint will have a lot more lower end spectrum than T-Mobile (for in building penetration) and then Sprint has glorious amounts of Spectrum for future build out.

They own a lot more sub 1ghz spectrum nationwide but they do not have more spectrum than tmobile in areas where tmobile has acquired 700a(6x6 vs 7x7).

 

Sent from my Nexus 5 using Tapatalk

Link to comment
Share on other sites

They own a lot more sub 1ghz spectrum nationwide but they do not have more spectrum than tmobile in areas where tmobile has acquired 700a(6x6 vs 7x7).

 

Sent from my Nexus 5 using Tapatalk

Isn't that backwards? The 700a is 6x6, which is all the sub 1Ghz spectrum that TMUS has, and in about half of the US they don't even have that. Sprint is actually in a better position outside of the IBEZ and the southeast if we are going by Robert's map. http://s4gru.com/index.php?/topic/5413-sprint-800mhz-spectrum-map-work-in-progress/

  • Like 1
Link to comment
Share on other sites

Isn't that backwards? The 700a is 6x6, which is all the sub 1Ghz spectrum that TMUS has, and in about half of the US they don't even have that. Sprint is actually in a better position outside of the IBEZ and the southeast if we are going by Robert's map. http://s4gru.com/index.php?/topic/5413-sprint-800mhz-spectrum-map-work-in-progress/

Aside from one market where they have Cellular 850 A block spectrum (12.5MHz FDD), this is correct. Sprint technically has more low-band spectrum in aggregate than T-Mobile does. T-Mobile's footprint in low-band spectrum is increasing all the time, but it isn't quite to the level of Sprint's yet.

  • Like 3
Link to comment
Share on other sites

Sprint is actually in a better position outside of the IBEZ and the southeast if we are going by Robert's map. http://s4gru.com/index.php?/topic/5413-sprint-800mhz-spectrum-map-work-in-progress/

And they are using 5MHz channels in the SE. They must have worked something out with SoLinc.

  • Like 6
Link to comment
Share on other sites

And they are using 5MHz channels in the SE. They must have worked something out with SoLinc.

 

Now that's an interesting development. Is that true for the Atlanta market? 

  • Like 1
Link to comment
Share on other sites

Guest
This topic is now closed to further replies.

  • large.unreadcontent.png.6ef00db54e758d06

  • gallery_1_23_9202.png

  • Similar Content

  • Posts

    • T-Mobile has saved its 28Mhz mmWave licenses by using the point to point method to do environment monitoring inside its cabinets. The attachment below shows the antennas used: https://wireless2.fcc.gov/UlsApp/ApplicationSearch/applAdmin.jsp;JSESSIONID_APPSEARCH=LxvbnJuvusmIklPhKy6gVK7f9uwylrZ8LiNf3BqIKlDp3_5GxoBr!300973589!225089709?applID=14787154#   Here are the sites for Franklin county OH: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=66518254&attachmentKey=21989782&attachmentInd=applAttach
    • Yep, there is a label on the side of the box but it doesn't provide any useful info that the city doesn't already provide (Crown Castle Solutions is the franchisee). You can see my graphical interpretation of the city's dataset here.
    • T-Mobile UScellular agreement links from SEC filings: https://www.sec.gov/ix?doc=/Archives/edgar/data/821130/000110465924065665/tm2415626d2_8k.htm Look inside for main link. Credit mdav-dos1 on reddit
    • Totally agree.  In my county and surrounding counties, TM did not place n-41 on every site.  When I look at the sites in question, I probably would have not placed it there either.  I can find just a few with n-71 only and in most of those cases if you live there and know the probable usage of the residents, you would not do a full upgrade on those sites.  One site in particular is set up to force feed n-71 through a long tunnel on the Turnpike.  No stopping allowed in the tunnel. No stores, movie theaters, bathrooms, so n41 would be a waste.    n25 is not really needed either, so it is not there.  The tunnel is going through & under a mountain with more black bears than people.  TM was smart.  Get good coverage in the tunnel but do not waste many many thousands of dollars with extra unused spectrum. I also see sites with only n71 & n25.  Again this makes sense to me.  Depending on what county we are talking about, they moved much of their b25 from LTE to nr.  Some counties have more n25 than a neighboring county, but luckily, it is plenty everywhere.   When you are in a very rural area, n41 can run up the bills and then be barely used.  I am NOT finding sites that should have had n41 but TM failed to provide it.  They may have to come back later in a few years and upgrade the site to n41.  However, we just may eventually see the last little piece on Band 25 leave LTE and move to n25. I am not sure if the satellite to phone service is using band 25 G block as LTE or nr. We also can possibly have at least some AWS move from LTE to nr at some point.  Yes, everybody wants n41. it is not justified in some cases.  When I travel, I desire some decent service along the entire route but it does not have to be 1 or 2 gig download.   If I can get 50/5 on a speedtest with data that will flow and not stutter, I am very happy. Yes, they will swap out the USC gear.  TM needs to match their existing network. The USCC equipment did the job for years, but it is time to retire it.
  • Recently Browsing

    • No registered users viewing this page.
×
×
  • Create New...