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Keep a Word, Drop a Word #5


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    • 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.
    • I took advantage of the special T-Mobile FWA special offer back in Dec, 2022 @ $25/month (still paying $25).  I was paying Spectrum $80/month for their basic 400/20 internet.  I'm full time WFM and routinely see greater than 400/80 with 15 mS latency.  I figure I've saved almost $1000 in 18 months and have arguably better service.  I realize they charge $60/month now but if it's available to you it's still a good deal.  Alta Fiber is installing fiber now so we'll have a third option by next year.  They charge $40/month for their 400/400 essential service.  Competition is finally happening.
    • Two s24 ultras, both say fully up to date. One has T-Mobile and Verizon network, Service provider software version 17, carrier config version 2, and few apps [google play system March 1], other with T-Mobile, Dish Rainbow Sim, Verizon Network (inactive), Service provider software version 19, no carrier config, and many apps [Google play system April 1]
    • Since T-Mobile is testing the fiber waters for a time when FWA needs to be paired back, here is an article comparing the two costs (performance differences not mentioned): https://www.fierce-network.com/broadband/nextlink-ceo-compares-fixed-wireless-fiber. 
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