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Official Tmobile-Sprint merger discussion thread


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If you were ever curious about how many Sprint shares John Saw owned: https://rocklandregister.com/2019/05/30/john-saw-sells-22866-shares-of-sprint-corp-s-stock.html

It may be restating the obvious, but there’s a strong financial incentive for this merger to go through for a number of folks.

Aside from being against the merger because it will permanently reduce competition in the market, part of me wants the merger to fail and Masa to be stuck holding the bag on Sprint, not just out of spite, but because I don’t want him to have an easy exit due to his mismanagement of Sprint.

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If you were ever curious about how many Sprint shares John Saw owned: https://rocklandregister.com/2019/05/30/john-saw-sells-22866-shares-of-sprint-corp-s-stock.html
It may be restating the obvious, but there’s a strong financial incentive for this merger to go through for a number of folks.
Aside from being against the merger because it will permanently reduce competition in the market, part of me wants the merger to fail and Masa to be stuck holding the bag on Sprint, not just out of spite, but because I don’t want him to have an easy exit due to his mismanagement of Sprint.
Which it doesn't seem he is willing to do

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Which it doesn't seem he is willing to do

 

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This may force him to. Although, they will try to get in bed with someone else, it will be a lot harder to create another deal with someone else. Dish doesn’t have the resources to make this work.

 

 

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This may force him to. Although, they will try to get in bed with someone else, it will be a lot harder to create another deal with someone else. Dish doesn’t have the resources to make this work.

 

 

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I still think the Merger will pass. The FCC has given it a yes. In history the DOJ has never gone against the FCC. If they did that would be waters never gone to before.

 

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I still think the Merger will pass. The FCC has given it a yes. In history the DOJ has never gone against the FCC. If they did that would be waters never gone to before.  

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Which is true, but going from 4 to 3 has always been received negatively, but if these reports are true of that kind of concessions that Makan Delrahim is supposed to announce anyday. No way they accept this

 

According to Bloomberg, the Justice Department disagrees with those who say that a combined T-Mobile-Sprint would be a tougher competitor for the nation's two top wireless carriers, Verizon and AT&T. That argument doesn't seem to hold much water with DOJ antitrust chief Makan Delrahim, who will reportedly demand that both T-Mobile and Sprint help create a new carrier that would keep the number of major providers at four

 

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Hell no, there is a player right now with lots of spectrum, Dish. They better force them to either deploy their spectrum or sell it.

Still though I think dish needs to cough up all that spectrum. They've done nothing with it.

 

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Maybe that's the winning ticket?  Have Dish come on board with their spectrum and then let New T Mob build it out while giving excellent terms to Dish so they become a sort of 4th carrier?   

I agree with both Dan and Snake... Dish is sitting on and wasting a huge amount of spectrum.   Better to put it to use!  

 

Edited by dro1984
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1 minute ago, dro1984 said:

Maybe that's the winning ticket?  Have Dish come on board with their spectrum and then let New T Mob build it out while giving excellent terms to Dish so they become a sort of 4th carrier?   

I would not be opposed to that. Heck. I would not be opposed to Dish also buying Boost so that at least they start with some customers.

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13 minutes ago, bigsnake49 said:

I would not be opposed to that. Heck. I would not be opposed to Dish also buying Boost so that at least they start with some customers.

Sounds good to me too!   Either way... It would look like a win-win!  

Edited by dro1984
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14 minutes ago, dro1984 said:

Sounds good to me too!   Either way... It would look like a win-win!  

If something like this were to pass, I expect that T-mobile could host Dish's AWS-3 and 600Mhz holdings without a tower visit. Dish's band 70 would probably require new RRH's so Dish would need to pay some money to deploy that spectrum. But the AWS-3 and 600Mhz can be hosted right away with no fuss or muss.

 

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If something like this were to pass, I expect that T-mobile could host Dish's AWS-3 and 600Mhz holdings without a tower visit. Dish's band 70 would probably require new RRH's so Dish would need to pay some money to deploy that spectrum. But the AWS-3 and 600Mhz can be hosted right away with no fuss or muss.

 

I also think the B29 Dish would likely end up with att as it's only 5x0 and makes no since for anyone else. Unless New TMO wants a Extra 5x0. For att visit would allow them to go from 5x0 to 10x0.

 

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29 minutes ago, Tengen31 said:

I also think the B29 Dish would likely end up with att as it's only 5x0 and makes no since for anyone else. Unless New TMO wants a Extra 5x0. For att visit would allow them to go from 5x0 to 10x0.

 

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That would probably be a good idea. That would be a nice chunk of spectrum for AT&T in the 700Mhz Band.

Edited by bigsnake49
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On 5/28/2019 at 6:52 PM, Paynefanbro said:

Deployment of all of the spectrum would have led to a headache for Sprint when it came time to deploy 5G. 

 

ENDC.

And let's not pretend that 5G was the reason Sprint didn't deploy their entire 2.5-2.6 GHz spectrum. It was a wasted opportunity at showing amazing DL speeds during the 4G era.

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40 minutes ago, greenbastard said:

ENDC.

And let's not pretend that 5G was the reason Sprint didn't deploy their entire 2.5-2.6 GHz spectrum. It was a wasted opportunity at showing amazing DL speeds during the 4G era.

ENDC only allows for seamless handoffs between the 5G and LTE network right now so I'm confused by your comment. Sprint would still need to move half of their spectrum over to 5G from LTE.

If Sprint could use all 120MHz for 5G and still have people able to use LTE on that same 120MHz at the same time, don't you think they'd be doing that right now? Instead they're using 60MHz for 5G and 60MHz for LTE until they get enough people on 5G for them to move the rest from LTE or implement DSS.

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16 minutes ago, Paynefanbro said:

ENDC only allows for seamless handoffs between the 5G and LTE network right now so I'm confused by your comment. Sprint would still need to move half of their spectrum over to 5G from LTE. 

Yeah the spectrum will have to be split manually between 5G and 4G in the beginning until DSS is fully implemented and the two technologies would have to share the Massive MIMO antennas.

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Comcast Could Be 4th US Wireless Carrier, Thanks To T-Mobile, Sprint Spectrum Sale
T Mob and Sprint might sell spectrum to Charter or Comcast to form 4th player.
That would be a disaster. Besides Comcast has a mnvo agreement with Verizon

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10 minutes ago, danlodish345 said:

That would be a disaster. Besides Comcast has a mnvo agreement with Verizon

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They could be switching MVNO agreement. Or they will become a regional carrier and use MVNO agreement as the basis for roaming.

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They could be switching MVNO agreement. Or they will become a regional carrier and use MVNO agreement as the basis for roaming.
If I'm not mistaken doesn't dish have spectrum Nationwide

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I feel like an existing regional player should be a better 4th carrier, if they get the divested spectrum, network gear and a good wholesale roaming deal. I think DOJ should better get TMO/S to agree on on a network sharing/mvno/roaming deal open to all regional players than manufacture a 4th player.

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2 minutes ago, danlodish345 said:

If I'm not mistaken doesn't dish have spectrum Nationwide

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Yes. But Dish didn't show any will to actually be a carrier.

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1 hour ago, danlodish345 said:

Then make dish cough up all that spectrum.

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I do hope FCC is going to enforced the deadline and hand the spectrum to whoever really want to be a carrier. I doubts the current FCC will do that.

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  • Posts

    • This has been approved.. https://www.cnet.com/tech/mobile/fcc-approves-t-mobiles-deal-to-purchase-mint-mobile/  
    • In the conference call they had two question on additional spectrum. One was the 800 spectrum. They are not certain what will happen, thus have not really put it into their plans either way (sale or no sale). They do have a reserve level. Nationwide 800Mhz is seen as great for new technologies which I presume is IOT or 5g slices.  T-Mobile did not bite on use of their c-band or DOD.  mmWave rapidly approaching deadlines not mentioned at all. FWA brushes on this as it deals with underutilized spectrum on a sector by sector basis.  They are willing to take more money to allow FWA to be mobile (think RV or camping). Unsure if this represents a higher priority, for example, FWA Mobile in RVs in Walmart parking lots working where mobile phones need all the capacity. In terms of FWA capacity, their offload strategy is fiber through joint ventures where T-Mobile does the marketing, sales, and customer support while the fiber company does the network planning and installation.  50%-50% financial split not being consolidated into their books. I think discussion of other spectrum would have diluted the fiber joint venture discussion. They do have a fund which one use is to purchase new spectrum. Sale of the 800Mhz would go into this. It should be noted that they continue to buy 2.5Ghz spectrum from schools etc to replace leases. They will have a conference this fall  to update their overall strategies. Other notes from the call are 75% of the phones on the network are 5g. About 85% of their sites have n41, n25, and n71, 90% 5g.  93% of traffic is on midband.  SA is also adding to their performance advantage, which they figure is still ahead of other carriers by two years. It took two weeks to put the auction 108 spectrum to use at their existing sites. Mention was also made that their site spacing was designed for midrange thus no gaps in n41 coverage, while competitors was designed for lowband thus toggles back and forth for n77 also with its shorter range.  
    • The manual network selection sounds like it isn't always scanning NR, hence Dish not showing up. Your easiest way to force Dish is going to be forcing the phone into NR-only mode (*#*#4636#*#* menu?), since rainbow sims don't support SA on T-Mobile.
    • "The company’s unique multi-layer approach to 5G, with dedicated standalone 5G deployed nationwide across 600MHz, 1.9GHz, and 2.5GHz delivers customers a consistently strong experience, with 85% of 5G traffic on sites with all three spectrum bands deployed." Meanwhile they are very close to a construction deadline June 1 for 850Mhz of mmWave in most of Ohio covering 27500-28350Mhz expiring 6/8/2028. No reported sightings.  Buildout notice issue sent by FCC in March 5, 2024 https://wireless2.fcc.gov/UlsApp/letterPdf/LetterPdfController?licId=4019733&letterVersionId=178&autoLetterId=13060705&letterCode=CR&radioServiceCode=UU&op=LetterPdf&licSide=Y&archive=null&letterTo=L  No specific permits seen in a quick check of Columbus. They also have an additional 200Mhz covering at 24350-25450 Mhz and 24950-25050Mhz with no buildout date expiring 12/11/2029.
    • T-Mobile Delivers Industry-Leading Customer, Service Revenue and Profitability Growth in Q1 2024, and Raises 2024 Guidance https://www.t-mobile.com/news/business/t-mobile-q1-2024-earnings — — — — — I find it funny that when they talk about their spectrum layers they're saying n71, n25, and n41. They're completely avoiding talking about mmWave.
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