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Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread


joshuam

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Sprint is being conservative until this merger goes through. They will not bump backhaul because the reality is they don't have the money. Backhaul is one of the costly things that you spend in a tower. Saw is  doing a lot of spin because he basically wants the t mobile purchase  done so he could get his millions of dollars bonus and bounce. If Sprint were a company with no merger in sight and had an ownership that wants to strive to compete there would be thousands of massive MIMO radios in the air instead of hundreds juiced with full capacity backhaul alone with 600mhz spectrum( had they bid on the auction).

 

The whole delays of this merger by the DOJ is to give Verizon and ATT time to sort out their 5G strategy, and force the FCC with a solution to the spectrum bands on 3.5ghz-4.7Ghz. This is why they want to weak the new Tmobile from the start to divest spectrum otherwise if new Tmobile keeps all that spectrum they would smash ATT and Verizon. I am not a fan of this merger, but this transaction should had closed in March.

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2 hours ago, tyroned3222 said:

Short term, 5G will perform from what we have been seen. Once more load is on the network how it performs than is anyone’s guess. With the merger pending, we won’t see any bigger moves on backhaul until the merger is sorted out. Backhaul will be a very expensive part of 5G very expensive

 

 

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Yeah, good point. Perhaps Sprint would have to sign long-term bandwidth contracts and it doesn’t want to commit to those right before a merger. However, if this merger doesn’t go through, it’ll have to commit funds for additional backhaul and Massive MIMO sites when the 5G network gets loaded. I predict this happening with the iPhone annual upgrade cycle in Fall 2020, assuming that’s when Apple releases a 5G iPhone. I don’t see Apple releasing a 5G iPhone this year given the currently available modem chipsets and limited 5G deployment by carriers.

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1 hour ago, S4GRU said:

An interesting note here in this slide which shows best and worst download speeds in some key markets (during peak congestion times).  Sprint was #1 in Seattle and Boston.  But even more noteworthy, Sprint is only last place in one market...Denver.  T-Mobile was often the slowest in this selection.  Even Verizon and AT&T all had at least one too.

large.downloadnational.jpg

Excellent observation. Curious what the network issue in Denver is because that’s way off the scale low.

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Yeah, good point. Perhaps Sprint would have to sign long-term bandwidth contracts and it doesn’t want to commit to those right before a merger. However, if this merger doesn’t go through, it’ll have to commit funds for additional backhaul and Massive MIMO sites when the 5G network gets loaded. I predict this happening with the iPhone annual upgrade cycle in Fall 2020, assuming that’s when Apple releases a 5G iPhone. I don’t see Apple releasing a 5G iPhone this year given the currently available modem chipsets and limited 5G deployment by carriers.

Imo, for the foreseeable future.. phone manufacturers ( based on price) will make LTE and 5G models..


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  • 2 weeks later...
I’m curious if the merger announcement will affect or delay Sprint’s 5G deployment plans.

Assuming that the current/ planned 5G markets will stay 5G markets immediately after the merger, I would assume it will stay stay at the pace it’s at. One less thing for T-Mobile to do.


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1 hour ago, RedSpark said:

I’m curious if the merger announcement will affect or delay Sprint’s 5G deployment plans.

I think they will go full speed ahead until the merger closes.

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I also assume it is on track as before.   The merger is not a done deal, so they have to work like nothing is going on... "keep on keeping on."

Nothing will probably change until the ink is dry and new directives come down from the T Mobile management.   I dought a lot of new equipment is being ordered etc... but what ever was or is on hand will probably be deployed.   Just my thoughts. 

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The last year and next of capex was enough to get the network usable enough to give them value going forward as an asset for sale, and enough runway to carry them through to the merge. They will ride these and current planned and paid for upgrades into integration. Beyond that is putting up gear to move it or take it down.

If you expect a big expansion or are rooting for Sprint to change some behavior that may give them some chance or x benefit then you aren't paying attention. All the big pieces or assets have a planned division and distribution among players. We are now at the part of the garage sale where we decide if the left over used books are worth $.50 or just take them off our hands because the kids are tired and we have to cook dinner yet.

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The last year and next of capex was enough to get the network usable enough to give them value going forward as an asset for sale, and enough runway to carry them through to the merge. They will ride these and current planned and paid for upgrades into integration. Beyond that is putting up gear to move it or take it down.

If you expect a big expansion or are rooting for Sprint to change some behavior that may give them some chance or x benefit then you aren't paying attention. All the big pieces or assets have a planned division and distribution among players. We are now at the part of the garage sale where we decide if the left over used books are worth $.50 or just take them off our hands because the kids are tired and we have to cook dinner yet.
,,,,,,,,,,,,,

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4 hours ago, belusnecropolis said:

 We are now at the part of the garage sale where we decide if the left over used books are worth $.50 or just take them off our hands because the kids are tired and we have to cook dinner yet.

I can  better that... it's time to decide in the garage sale if any left over "crap" should be put in plastic bags and hauled off to donate to Salvation Army.           I do totally agree with you.    Nothing big will happen at this point forward.   Still no nationwide deployment of VoLTE... it's piece-mealed and incomplete...  4G... still part of Volte and small upgrades ongoing/ small expansions... nothing huge... and 5G... turn on the system is a few key areas... and then everyone gets to wait...    and wait.... very little money to go around and the bills are mounting...  Just need to pray this merger closes... if you want to stay.    My phone lease is up next March...   If this isn't the "New T Mobile" by then, then I'm going to a different carrier... will not stay with Sprint. 

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1 hour ago, dro1984 said:

I can  better that... it's time to decide in the garage sale if any left over "crap" should be put in plastic bags and hauled off to donate to Salvation Army.           I do totally agree with you.    Nothing big will happen at this point forward.   Still no nationwide deployment of VoLTE... it's piece-mealed and incomplete...  4G... still part of Volte and small upgrades ongoing/ small expansions... nothing huge... and 5G... turn on the system is a few key areas... and then everyone gets to wait...    and wait.... very little money to go around and the bills are mounting...  Just need to pray this merger closes... if you want to stay.    My phone lease is up next March...   If this isn't the "New T Mobile" by then, then I'm going to a different carrier... will not stay with Sprint. 

There is still execution of all those things going forward of course. It sure will be neat to see how it will roll down hill and be organized to operate. Sprint is pretty well sold, merged and planned out.

As we all know they have been at this merger for a while. Divesting prepaid, spectrum was definitely considered. Sprint just roams on T-Mobile or doesn't work here well so I do not use them. I am just excited to get all these bands coming from one operator and thus aggregate capable, out of the garage and on the new airlink.

I really hope this is able to create work as we get into 5G build 1. Service will need to be maintained and lots of us like what we get now. Hopefully some nice call centers get worked out, Dish maintains important locations and Sprint systems are flushed. Ideally it will help move along raising wages and safety for the folks who build the networks. It would be great to see a squeeze on making sure access maps are factual, and that would take fiber and antenna installers.

All of this will take a lot of money, who knows if it works out that good or if we just get messy service, high prices, angry workers and higher margins. So much to speculate for sure.

Fun times ahead!

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I think in terms of future plans at this moment, with FCC details undecided (approval is already a given based on commissioners comments) but likely almost hammered out, it boils down to the odds with the state suits.  The higher the odds of success the less you are going to push.  If something is almost complete, such as almost nationwide VoLTE you likely would go for it.  Same with 5g announced markets.  Maybe even some markets with lots of Massive MIMO sites already installed if things drag on.  Anything that might damage your credit in the short term is a no go.  Thus don't expect changes in backhaul. 

Pride and future job prospects may also play a role -- what can you finish up to help with your resume? 

Another factor fulfilling and loan requirements - thus some installations could be rushed to completion, likely with poorer quality.  More new equipment may sit idle.  A lot of items may fall to T-Mobile to complete to keep the Sprint network operational during the transition period.  Example: Shentel-nTelos merger. Shentel finished activating LTE at many sites and then replaced them with their own new equipment many months later.

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I think in terms of future plans at this moment, with FCC details undecided (approval is already a given based on commissioners comments) but likely almost hammered out, it boils down to the odds with the state suits.  The higher the odds of success the less you are going to push.  If something is almost complete, such as almost nationwide VoLTE you likely would go for it.  Same with 5g announced markets.  Maybe even some markets with lots of Massive MIMO sites already installed if things drag on.  Anything that might damage your credit in the short term is a no go.  Thus don't expect changes in backhaul. 
Pride and future job prospects may also play a role -- what can you finish up to help with your resume? 
Another factor fulfilling and loan requirements - thus some installations could be rushed to completion, likely with poorer quality.  More new equipment may sit idle.  A lot of items may fall to T-Mobile to complete to keep the Sprint network operational during the transition period.  Example: Shentel-nTelos merger. Shentel finished activating LTE at many sites and then replaced them with their own new equipment many months later.

There is fun times ahead. I may come back at some point in the near future when all this interesting mess is sorted out and taken care of .


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22 hours ago, danlodish345 said:


There is fun times ahead. I may come back at some point in the near future when all this interesting mess is sorted out and taken care of .


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...and when that day comes, we shall rejoice and say, "Dan is back!"....  (bah do bah ding....)   M&M's "Shady's Back" song playing in the backround....  

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4 hours ago, RedSpark said:

Sprint Corporation Schedules Fiscal 2019 First Quarter Results Announcement

Set for August 2nd at 8am. Looks like it will only be an Earnings release with a message from management. There won’t actually be an Earnings Call. Strange.

 

 

Sprint has been very strange this way in the last earnings call also!   Don't know why they are doing this... there are no secrets to any of this.       This is the type of "don't tell the consumer or the investment house anything" type of management that it has become to be.   Won't miss any of it and will be glad when those people running the show are gone.     I was at least hoping to hear an update on the ongoing negotiations with the Suing attorney general's offices.    I heard from 14 they are down to 9 that are still suing ... so that is progress.     Mum's the word from Sprint... thanks Sprint.    (not)

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