Softbank - New Sprint - Discussion

[twospirits]

I do believe the State Attorney General case is still ongoing. It's two different things if i am not mistaken.

[WiWavelength]

Yeah, that's standard and the date for the next major Planogram...

 

Hey, what do you call a telegram delivered to someone in a major northern Dallas suburb?  A Planogram.

 

 

AJ

[COZisBack]

Hey, what do you call a telegram delivered to someone in a major northern Dallas suburb? A Planogram.

 

 

AJ

Yeah uuuhhhh. Go ahead and move this over to the really bad joke thread.

 

Today's post has been brought to you by Sprint, the letters GN and the number 2.

 

 

[JohnHovah]

Yeah, that's standard and the date for the next major Planogram adjustment for the holiday season leading to Christmas.

 

It also does not prevent Sprint from stopping the plan offering or changing it any earlier than that. It's just the expiration date for the advertising period.

Interesting thing is that you can still see the "normal" old plans although the site does its damnedest to minimize exposure to them.  I tried to see what would happen if I altered my plann (while logged in) and also as a new customer.   It seems that unless you are paying close attention you may miss the link for "other plans"

 

In any event, I still hate that retail/marketing term plan-o-gram!  seriously???! can we not come up with something better in this day an age? 

[halcyoncmdr]

Interesting thing is that you can still see the "normal" old plans although the site does its damnedest to minimize exposure to them.  I tried to see what would happen if I altered my plann (while logged in) and also as a new customer.   It seems that unless you are paying close attention you may miss the link for "other plans"

 

In any event, I still hate that retail/marketing term plan-o-gram!  seriously???! can we not come up with something better in this day an age? 

 

Planogram is a recognized word in the Oxford English dictionary... it's not really going anywhere any time soon.

 

http://en.wikipedia.org/wiki/Planogram

http://oxforddictionaries.com/us/definition/american_english/planogram

[dedub]

http://www.fiercewireless.com/story/sprint-envisions-completing-network-vision-mid-2014/2013-08-06

[maximus1987/lou99]

http://www.fiercewireless.com/story/sprint-envisions-completing-network-vision-mid-2014/2013-08-06

Sprint's name is actually Starburst II lol

 

http://www.sec.gov/Archives/edgar/data/101830/000010183013000038/sprintq2201310-q.htm

[cletus]

http://www.fiercewireless.com/story/sprint-envisions-completing-network-vision-mid-2014/2013-08-06

Well, at least they have come out and stated what we all knew was true. Network vision is taking longer than anticipated for reasons partially out of Sprint's control. I'm not too concerned though as what I am really looking forward to is the addition of Clearwire towers and 800 mhz spectrum.

[ericdabbs]

Well, at least they have come out and stated what we all knew was true. Network vision is taking longer than anticipated for reasons partially out of Sprint's control. I'm not too concerned though as what I am really looking forward to is the addition of Clearwire towers and 800 mhz spectrum.

 

Exactly.  Its about time Sprint admit that they will not be largely complete Network Vision by the end of 2013.  At this point its still questionable if they can get it largely complete by mid 2014 given how slow backhaul is coming to these sites.  Also it doesn't help that Sprint has ALU as one of their vendors who tends to be pretty slow with bringing on LTE to the major metro markets.

[maximus1987/lou99]

Exactly. Its about time Sprint admit that they will not be largely complete Network Vision by the end of 2013. At this point its still questionable if they can get it largely complete by mid 2014 given how slow backhaul is coming to these sites. Also it doesn't help that Sprint has ALU as one of their vendors who tends to be pretty slow with bringing on LTE to the major metro markets.

They've already admitted it when they said, months ago, they'd have 200 mil instead of 250 mil LTE pops.

[marioc21]

Sprint's name is actually Starburst II lol

 

http://www.sec.gov/Archives/edgar/data/101830/000010183013000038/sprintq2201310-q.htm

 

True, it was. But subsequent to the merger closing, Starburst II was renamed Sprint Corporation.  

[JohnHovah]

Planogram is a recognized word in the Oxford English dictionary... it's not really going anywhere any time soon.

 

http://en.wikipedia.org/wiki/Planogram

http://oxforddictionaries.com/us/definition/american_english/planogram

That may be the case, but much like the term "irregardless", I still find it to be a bastardization of the language. 

[linhpham2]

We haven't seen the last of Ergen: http://money.msn.com/business-news/article.aspx?feed=OBR&date=20130806&id=16778075

 

"Dish Network Corp Chairman Charlie Ergen kept investors guessing about his next strategic move on Tuesday by keeping the door open to everything from a possible partnership with Sprint Corp to tie-ups with either T-Mobile US or DirecTV. I think in an ironic sort of way Sprint becomes an interesting potential partner for us," Ergen said, as he heaped praise on the company and its majority owner SoftBank and noted that he had found out a lot about Sprint when he took a look at its books as part of his efforts to buy the company."

 

Sprint has so much extra spectrum  in a lot of markets, it might be worthwhile to see what Ergen has planned

[maximus1987/lou99]

We haven't seen the last of Ergen: http://money.msn.com/business-news/article.aspx?feed=OBR&date=20130806&id=16778075

 

"Dish Network Corp Chairman Charlie Ergen kept investors guessing about his next strategic move on Tuesday by keeping the door open to everything from a possible partnership with Sprint Corp to tie-ups with either T-Mobile US or DirecTV. I think in an ironic sort of way Sprint becomes an interesting potential partner for us," Ergen said, as he heaped praise on the company and its majority owner SoftBank and noted that he had found out a lot about Sprint when he took a look at its books as part of his efforts to buy the company."

 

Sprint has so much extra spectrum in a lot of markets, it might be worthwhile to see what Ergen has planned

As a partner to sprint? Sure. If he pays to sprint the $3 bil it cost it and to softy the $1 bil it incurred cause of Charlie's games.

 

That'd be on top of fees for Network hosting.

 

Charlie is desperate because he is losing to directv AND Feds won't let them merge. Let him buy Tmobile. He can't make it worse than it currently is.

[linhpham2]

As a partner to sprint? Sure. If he pays to sprint the $3 bil it cost it and to softy the $1 bil it incurred cause of Charlie's games.

 

That'd be on top of fees for Network hosting.

 

Charlie is desperate because he is losing to directv AND Feds won't let them merge. Let him buy Tmobile. He can't make it worse than it currently is.

Instead of cash, I'd rather Dish stays out of the PCS H auction and gives Sprint some other nearby spectrum as compensation.

 

Sprint is desperate for revenue. If it can't get new subscribers to replace those fleeing, then why not host Dish spectrum? What else are they going to do with all that excess 2.5 spectrum?

[WiWavelength]

Planogram is a recognized word in the Oxford English dictionary... it's not really going anywhere any time soon.

 

http://en.wikipedia.org/wiki/Planogram

http://oxforddictionaries.com/us/definition/american_english/planogram

 

But it is not capitalized in the middle of a sentence.  Otherwise, it points to a certain city in northern Texas.

 

 

AJ

[maximus1987/lou99]

Sprint is desperate for revenue. If it can't get new subscribers to replace those fleeing, then why not host Dish spectrum? What else are they going to do with all that excess 2.5 spectrum?

Sprint is NOT desperate for revenue with daddy soft bucks.

Excess 2.5? Who said there will be any excess?

 

As Robert said, if dish truly wanted a deal to host its spectrum, it would've made a deal with sprint following the exit of Lightsquared. But dish wants crazy generous terms that not even flailing sprint agreed to, let alone current sprint.

 

Would you like to work with someone that cost you $1 bil and $3bil in network investments if you didn't have to?

 

Also, your statement "what are they gonna do with excess 2.5" is relevant to Dish's spectrum how?

If you mean "what is dish gonna do with its AWS-4 spectrum" then I hope the answer is "rot" and lose the billions Charlie paid for those licenses when the FCC confiscates them for his failure to meet buildout deadlines.

 

He's probably banking on ATT buying AWS-4 but ATT already had the 10x10 WCS that its bringing next year which should be enough.

Edited August 6, 2013 by qpotlk1134

[supert0nes]

Instead of cash, I'd rather Dish stays out of the PCS H auction and gives Sprint some other nearby spectrum as compensation.

 

Sprint is desperate for revenue. If it can't get new subscribers to replace those fleeing, then why not host Dish spectrum? What else are they going to do with all that excess 2.5 spectrum?

 

Dish already stated yesterday I think they aren't very interested in H with all the restrictions the FCC put on it.  I say that the original Lightsquared style partnership is the only smidgen of hope Charlie has.

[maximus1987/lou99]

Dish already stated yesterday I think they aren't very interested in H with all the restrictions the FCC put on it. I say that the original Lightsquared style partnership is the only smidgen of hope Charlie has.

Or Tmobile.

[linhpham2]

Sprint is NOT desperate for revenue with daddy soft bucks. Excess 2.5? Who said there will be any excess? As Robert said, if dish truly wanted a deal to host its spectrum, it would've made a deal with sprint following the exit of Lightsquared. But dish wants crazy generous terms that not even flailing sprint agreed to, let alone current sprint. Would you like to work with someone that cost you $1 bil and $3bil in network investments if you didn't have to? Also, your statement "what are they gonna do with excess 2.5" is relevant to Dish's spectrum how? If you mean "what is dish gonna do with its AWS-4 spectrum" then I hope the answer is "rot" and lose the billions Charlie paid for those licenses when the FCC confiscates them for his failure to meet buildout deadlines.

 

Excess spectrum = Sprint has almost 2x spectrum compared to Verizon and AT&T, separately. And half as many customers. What other uses will Sprint use the spectrum for?

 

Softbank and Sprint's debt are, IIRC, almost junk-rated. Sprint needs revenue to pay off its debt, network upgrades, etc. And Sprint's overall subscriber count is still dropping...

 

Dish has spectrum with buildout requirements, there's not many options for who it can partner with.

[maximus1987/lou99]

Excess spectrum = Sprint has almost 2x spectrum compared to Verizon and AT&T, separately. And half as many customers. What other uses will Sprint use the spectrum for?

 

Softbank and Sprint's debt are, IIRC, almost junk-rated. Sprint needs revenue to pay off its debt, network upgrades, etc. And Sprint's overall subscriber count is still dropping...

 

Dish has spectrum with buildout requirements, there's not many options for who it can partner with.

What does sprint's spectrum have anything to do with hosting Dish's spectrum?

 

Dish's is FDD band 24 and sprint's is FDD 25, 26 and TDD 41.

Edited August 6, 2013 by qpotlk1134

[linhpham2]

What does sprint's spectrum have anything to do with hosting Dish's spectrum?

Nothing. But they aren't mutually exclusive. I'm just saying that Dish might have some use for some of Sprint's spectrum.

[maximus1987/lou99]

Nothing. But they aren't mutually exclusive. I'm just saying that Dish might have some use for some of Sprint's spectrum.

HAHAHAHAHAHAHAHAHA.

Son had no care for Dish's uses for TDD 41 spectrum. Dish cost him $1 bil and $3 bil in network upgrade funds. That's A LOT of money.

 

Have you looked at Softy's q2 investor slides? Its current debt to equity ratio is still WAY below why it was when it bought Vodafone Japan.

 

What does Son plan on doing with that spectrum? Umm. Maybe getting more customers?

Edited August 6, 2013 by qpotlk1134

[Rawvega]

http://www.fiercewireless.com/story/sprint-envisions-completing-network-vision-mid-2014/2013-08-06

 

I'm not really sure how to reconcile these two statements from the article:

 

Sprint plans to finish its deployment of its Network Vision network equipment by the middle of 2014, later than it had previously indicated

 

The carrier has never given an exact date for when it would finish its Network Vision deployment on 38,000 cell sites

No matter I suppose. The original, ORIGINAL estimates for the completion of Network Vision was 5 years or some time in 2017 as I recall.

[gnoj]

Excess spectrum = Sprint has almost 2x spectrum compared to Verizon and AT&T, separately. And half as many customers. What other uses will Sprint use the spectrum for?

 

How about adding enough carriers to finally meet "true 4G" LTE-A standards of peak speeds of at least 100 Mbps? Or raising the data caps on hotspots and tethering beyond the current paltry 12GB?

 

Softbank and Sprint's debt are, IIRC, almost junk-rated. Sprint needs revenue to pay off its debt, network upgrades, etc. And Sprint's overall subscriber count is still dropping...

 

"Junk" status, really? If that's true the ratings agencies don't know what they're talking about. If you count wholesale subscribers, their subscriber count is rapidly growing. There seems to be a new Sprint MVNO every other day...

 

Dish has spectrum with buildout requirements, there's not many options for who it can partner with.

 

This is why I've been saying a Dish-TMUS deal is the most likely outcome. It's T-Mo or bust for Ergen, and I don't see the FCC and DoJ turning such a deal down. The feds won't let a Dish-DirecTV merger happen, and there's no love lost between Dish and SoftBank at the moment.