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Keep a Word, Drop a Word #4


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Chalk walk

 

Sent from my Evo 4G LTE using Tapatalk 4 beta

 

Edited by WealthyHabitz
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Moon slick

 

Sent from my Evo 4G LTE using Tapatalk 4 beta

 

 

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Defense wins

 

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    • 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.
    • I am lucky to be served by an excellent fiber ISP and that is the only reason I haven't tried TMOs FWA. Once you go fiber, it is REALLY hard to go back. The choice of sub-10ms ping times is a very artificial bucket, FWA will seldom get much below 10ms ping times but fiber regularly gets me 1-3ms ping times. Basically, at around those times, the speed of light and the distance you are from the server become the limiting factors. As an aside, my internet provider, ZiplyFiber, has been awesome. They peer like crazy at all the major IX in the area and, as a result, you end up with what essentially amounts to direct fiber connections to the vast majority of major data sources. While it isn't sexy, it makes my 1Gb/1Gb connection load pages significantly faster than my works 10Gb/10Gb connection. On the "sexy" side, they are also fastest ISP in the nation. They offer up to 50Gb/50Gb via a direct fiber connection to the router, albeit for an eye watering $900/mo.
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