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Official Tmobile-Sprint merger discussion thread

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2 hours ago, dro1984 said:

DOJ  Staff recommended blocking of the merger BEFORE concessions were announced Monday per Washington Post.

This is why I can't wait for this to be over.   So much hair-trigger rumors of doom and failure or success.

 

Rumor of DOJ suing to block T Mobile Sprint merger was premature, done before concessions were given to FCC earlier this week.

 

It will be more of a Soap Opera for at least the next month.

Hopefully we get the details of the FCC terms soon.  Looking for handling of phone upgrades, allowed spectrum by county, transition of billing, how various roaming will be handled during transition, etc.

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Something I'm really curious about. If Sprint gets the $600,000,000 breakup fee from T-Mobile, what are the odds that they use some of that to buy some of Dish's lowband? 

I do not see this scenario happening!! The DOJ staff cannot sue without Makan delharim .. the White House made a clear statement today they want this deal to happen ( I know it’s getting very political) but I’m expecting Makan to approve the deal in the 48 hours just my opinion of course. But the DOJ and states will struggle to win in court really don’t have a case

 

Admin economic officials still support deal, believe merger presents no antitrust concerns.

 

 

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10 minutes ago, tyroned3222 said:

I do not see this scenario happening!! The DOJ staff cannot sue without Makan delharim .. the White House made a clear statement today they want this deal to happen ( I know it’s getting very political) but I’m expecting Makan to approve the deal in the 48 hours just my opinion of course. But the DOJ and states will struggle to win in court really don’t have a case

 

Admin economic officials still support deal, believe merger presents no antitrust concerns.

 

 

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K, that doesn't answer my question. I didn't ask for your opinion on what you think is going to happen with the merger. My question was, if T-Mobile backs out, thus giving Sprint 600 million in a breakup fee, what would the odds be of them using some of that 600 million to buy some of Dish's (or anyone's) lowband. 

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10 hours ago, dkyeager said:

It will be more of a Soap Opera for at least the next month.

Hopefully we get the details of the FCC terms soon.  Looking for handling of phone upgrades, allowed spectrum by county, transition of billing, how various roaming will be handled during transition, etc.

This is what is troubling.    Hate to say this, but our news organizations need to get facts at least semi-correct before putting it out on the wire.   Reuters got that juicy little bit of news and ran to put it out on the feed in the morning yesterday that other news orgs used to report.

Now there are 15 different news stories using the Reuters feed as gospel when it's not correct and admittedly wrong.     Not to say the DOJ will or won't accept the merger, but the info at present time is old information.  

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This is what is troubling.    Hate to say this, but our news organizations need to get facts at least semi-correct before putting it out on the wire.   Reuters got that juicy little bit of news and ran to put it out on the feed in the morning yesterday that other news orgs used to report.
Now there are 15 different news stories using the Reuters feed as gospel when it's not correct and admittedly wrong.     Not to say the DOJ will or won't accept the merger, but the info at present time is old information.  

This is more newer and he is the only one that makes the decision and can overrule everyone from the staff .
https://finance.yahoo.com/news/u-dojs-delrahim-still-open-113929330.html


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Posted (edited)

Here's another from CNBC this morning:

Sprint shares jump as DOJ antitrust chief Makan Delrahim remains open to potential T-Mobile deal

"Discussions about possible remedies are ongoing. But what kind of remedies — beyond what the companies committed to as part of a deal with the Federal Communications Commission — remain unclear."

"It’s possible, according to Sorkin’s reporting, that the DOJ could push for more years on no price hikes, for example."

Edited by dro1984

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21 minutes ago, dro1984 said:

"It’s possible, according to Sorkin’s reporting, that the DOJ could push for more years on no price hikes, for example."

Everything I've ever read about Delrahim indicates that he strongly dislikes behavioral remedies such as these.

- Trip

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K, that doesn't answer my question. I didn't ask for your opinion on what you think is going to happen with the merger. My question was, if T-Mobile backs out, thus giving Sprint 600 million in a breakup fee, what would the odds be of them using some of that 600 million to buy some of Dish's (or anyone's) lowband. 
Considering they would not be able to afford to roll it out anyway. I would say the chances are 1-2%. It would be better spent on the on going network because 600 million is not much money at all in telecommunications. That's like 1.5 months worth of upgrades.

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Considering they would not be able to afford to roll it out anyway. I would say the chances are 1-2%. It would be better spent on the on going network because 600 million is not much money at all in telecommunications. That's like 1.5 months worth of upgrades.

 

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Yeah only happen if they partner with dish or dish owns them and then Dish pays to roll it out. Not sure how hard it is to add B71 to Sprints existing equipment. I can be done tho

 

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Yeah only happen if they partner with dish or dish owns them and then Dish pays to roll it out. Not sure how hard it is to add B71 to Sprints existing equipment. I can be done tho 
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Sprints orginal network vision base stations support network hosting. Dish and lightsquare where actually mentioned by Sprint as possible candidates.

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16 hours ago, dro1984 said:

DOJ  Staff recommended blocking of the merger BEFORE concessions were announced Monday per Washington Post.

This is why I can't wait for this to be over.   So much hair-trigger rumors of doom and failure or success.

 

Rumor of DOJ suing to block T Mobile Sprint merger was premature, done before concessions were given to FCC earlier this week.

 

Seems like share price manipulation with Sprint's stock price seesawing between each headline spin. 

Glad I sold a good deal of my stock when it jumped near $8, but now wish that I maybe sold a little bit more.

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2 minutes ago, JimBob said:

Seems like share price manipulation with Sprint's stock price seesawing between each headline spin. 

Glad I sold a good deal of my stock when it jumped near $8, but now wish that I maybe sold a little bit more.

Could very well be.   I say, be happy you got $8/share.   Most it's been in a while.  If the merger tanks, prices will probably plummet back to $3 / share.   If it's going well, merger looks to be approve-able, then I've heard $10/Share is tops.    Let's hope this gets done quickly.   Hate all the B.S. going back and forth in the press.   

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https://ecfsapi.fcc.gov/file/10520302189557/Redacted FCC Commitments Ex Parte (05.20.2019).pdf

Check out Page 3 and Page 4 of Attachment 1: Verification and Enforcement

New T-Mobile has to provide drive tests, network maps and certifications, among other things. If they fail to meet these commitments, they will voluntarily pay into a fund in lieu of other enforcement action.

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https://ecfsapi.fcc.gov/file/10520302189557/Redacted FCC Commitments Ex Parte (05.20.2019).pdf
Check out Page 3 and Page 4 of Attachment 1: Verification and Enforcement
New T-Mobile has to provide drive tests, network maps and certifications, among other things. If they fail to meet these commitments, they will voluntarily pay into a fund in lieu of other enforcement action.

Yup, but those promises really don’t mean much .. the new tmo will have more money and could just check that off as a business expense cost of doing business.. if they don’t hit their target goals


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Seems like share price manipulation with Sprint's stock price seesawing between each headline spin. 
Glad I sold a good deal of my stock when it jumped near $8, but now wish that I maybe sold a little bit more.
Manipulation of the media is a sport for all types of people.

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Posted (edited)

FCC's Ajit Pai and the DOJ's Makan Delrahim may already be on the same page regarding the merger after all.  Before Ajit Pai announced he will approve the merger, he had met with Makan Delrahim per the New York Post.

Ajit Pai, chairman of the Federal Communications Commission, “consulted” with Makan Delrahim, the head of the antitrust division at the Department of Justice

Edited by dro1984
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FCC's Ajit Pai and the DOJ's Makan Delrahim may already be on the same page regarding the merger after all.  Before Ajit Pai announced he will approve the merger, he had met with Makan Delrahim.
Ajit Pai, chairman of the Federal Communications Commission, “consulted” with Makan Delrahim, the head of the antitrust division at the Department of Justice

The only thing is although they are aligned .. Fox buinsess is reporting the DOJ wants more concessions


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Hahaha... the saga continues!    

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Posted (edited)

This is worse than political leaks.The only problem is somebody is manipulating it for profit. The head of the DOJ should go on TV and calm down the rumors.

 

Edited by bigsnake49

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The only thing is although they are aligned .. Fox buinsess is reporting the DOJ wants more concessions


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Like what? Better not be spectrum. They need it all for 5G.

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Like what? Better not be spectrum. They need it all for 5G.

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They want more market swings??

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They want more market swings??

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I have no clue what that means?

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Reducing spectrum would be a dumb thing to have them do.    That is the whole point of the merger is being able to compete against the 2 giants.    Sprint and T Mobile will still be smaller than either of AT&T and Verizon.    Their spectrum is their only strong point over their competitors.    

I think that is more garbage news.   The DOJ has to make a decision.    Let's hope there are no more divestitures.  

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Reducing spectrum would be a dumb thing to have them do.    That is the whole point of the merger is being able to compete against the 2 giants.    Sprint and T Mobile will still be smaller than either of AT&T and Verizon.    Their spectrum is their only strong point over their competitors.    

I think that is more garbage news.   The DOJ has to make a decision.    Let's hope there are no more divestitures.  

I think the combined company could over take att. Might take serval years but they could.

 

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