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Keep a Word, Drop a Word #5


S4GRU

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Alright!  I had fun making fun of John Legere.  I'm going to get us back on track:

 

Banana Bunch

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    • 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:  
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    • 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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