Jump to content

Tmobile in talks with MetroPCS about merger


ericdabbs

Recommended Posts

at&t acquired Alltel assets from Verizon. 2 different networks there too.

 

at&t then immediately shut off all towers and immediately replaced them with HSDPA 3G.

 

Do you know what AT&T did with that spectrum?

Link to comment
Share on other sites

Yeah, they added 3G coverage to rural Montana and rural Nevada where they didn't have coverage before. I'm not sure what other markets they acquired from the Alltel deal.

Link to comment
Share on other sites

 

Do you know what AT&T did with that spectrum?

 

Here they took over the Alltel EVDO, shut it down and put HSPA+ in its place. They left up 1x for old Alltel customers to use and Sprint and Verizon customers to roam on.

 

Robert via Kindle Fire using Forum Runner

Link to comment
Share on other sites

Here they took over the Alltel EVDO, shut it down and put HSPA+ in its place. They left up 1x for old Alltel customers to use and Sprint and Verizon customers to roam on.

 

Robert via Kindle Fire using Forum Runner

 

Is that what T-Mobile might be planning to do with MetroPCS Spectrum if the merger talks are for real?

Link to comment
Share on other sites

 

Is that what T-Mobile might be planning to do with MetroPCS Spectrum if the merger talks are for real?

 

Could be. Way too early to say at this point.

 

Robert via Kindle Fire using Forum Runner

Link to comment
Share on other sites

Blackstone??? And greater than 5%???

 

Blackstone is known to either come in and chop up a company for its assets, or in some cases (like Hilton), they come in on undervalued companies and sit on them a long time and play operator. Interesting. Could be very good or very bad.

 

For some reason, I think this has more to do with spectrum assets. And most likely Clearwire spectrum. But you can't really buy out Sprint without Sprint's permission or control of Sprint. Although they cannot take more than 20% control of Sprint...at least initially. My thoughts are extremely preliminary, but my head is reeling!!!

 

Robert

 

I think the SeekingAlpha comments might be wrong. I can see some documents related to BlackRock and Sprint, but I don't see anything about Blackstone and Sprint. BlackRock was right around 5%.

  • Like 1
Link to comment
Share on other sites

I think the SeekingAlpha comments might be wrong. I can see some documents related to BlackRock and Sprint, but I don't see anything about Blackstone and Sprint. BlackRock was right around 5%.

 

4.97% to be exact.

 

You can view the SC 13G/A on edgar that was filed on 5/9

 

I hate SeakingAlpha. Nothing worth reading on that website.

Link to comment
Share on other sites

 

4.97% to be exact.

 

You can view the SC 13G/A on edgar that was filed on 5/9

 

I hate SeakingAlpha. Nothing worth reading on that website.

 

The quality varies greatly from writer to writer.

 

Robert via Kindle Fire using Forum Runner

Link to comment
Share on other sites

4.97% to be exact.

 

You can view the SC 13G/A on edgar that was filed on 5/9

 

I hate SeakingAlpha. Nothing worth reading on that website.

 

The quality varies greatly from writer to writer.

 

Robert via Kindle Fire using Forum Runner

 

You can still gain some information though. This article notes the SEC filing from Blackrock last week and also shows that Blackrock reduced its holdiings in Sprint to under 5%. They held 166 million shares at the end of q4 and have now reduced it to 149 million.

 

http://seekingalpha.com/article/588151-5-fund-ownership-filings-in-telecom-2-stocks-plunging-to-lows-being-bought-2-sold-1-other?source=yahoo

Link to comment
Share on other sites

So atleast according to T-Mo parent Deutsche Telekom, no transactions are in the works for now. T-Mo can go it alone with the assets they picked up from ATT when the merger fell through.

 

http://www.fiercewir...lone/2012-05-15

 

edit:

 

And then you see this:

 

http://www.theverge.com/2012/5/15/3022105/t-mobile-usa-philipp-humm-restructuring-memo

 

T-Mo needs to restructure. I guess that's how you can account for decreasing subscribers and increasing network transition costs.

Link to comment
Share on other sites

  • 1 month later...
I always saw a natural fit between MetroPCS and Sprint.

 

Sprint could easily just throw them under their prepaid arm and just have MetroPCS/Virgin Mobile/Boost Mobile brands.

 

Sell the AWS spectrum to Cricket or AT&T.

 

Only problem was the price.

 

 

With Cricket signing a TD-LTE agreement with Clearwire, maybe we will see Cricket join forces with Sprint instead.

 

 

Metro goes to T-Mobile, Cricket goes to Sprint. Cricket sells T-Mobile it's AWS spectrum.

 

 

Either way, Sprint's prepaid arm is a machine. I can imagine Metro or Leap just fitting right into Sprint's well-oiled prepaid arm.

 

I would rather see four strong national competitors vs. 2 strong and 3 weak. T-Mobile getting Metro, Sprint getting Cricket, T-Mobile getting Metro and Cricket's spectrum, Sprint profiting off selling Cricket's spectrum to T-Mobile, everyone wins.

 

Sprint IMHO is not weak uscc maybe or tmo but not sprint its average right now but its improving

 

Sent from my Nexus S 4g using Tapatalk 2

Link to comment
Share on other sites

Sprint IMHO is not weak uscc maybe or tmo but not sprint its average right now but its improving

 

Sent from my Nexus S 4g using Tapatalk 2

 

Well, you could also argue that USCC and TMO are stronger than sprint because they are at least profitable.

 

When I speak about two strong competitors and 3 weak ones, I talk about Verizon and AT&T pretty much controlling the entire postpaid market (I want to say around 200 million prepaid subs).

 

Compared to Sprint and T-Mobile, which combined, have around 50-60 million postpaid (cant remember exactly off the top of my head), you can say that we have two very dominate players.

 

In terms of profitability, again, both AT&T and Verizon are extremely dominate with gross margins that the rest of the industry envies.

 

So, while Sprint may be strong against, metro, vs. AT&T and Verizon, they are weak.

 

I suppose it's all relative.

 

Back to my original point though is that to be competitive against big red and big blue, we will likely need some consolidation. I can see Sprint picking up one prepaid carrier, T-Mobile picking up the other, doing some license transfers so T-Mobile ends up with more AWS and Sprint ends up with more PCS, and we have stronger T-Mobile and Sprint to compete with AT&T and Verizon.

 

Scale is extremely important in this industry.

Link to comment
Share on other sites

Verizon and ATT do seemed concerned with Sprint. A while back, Verizon actually commented that their network would be faster than sprint's, even though sprint's network is not on. That shows me that they are concerned that Sprint could potentially become a threat. I think this is even more true now with their new share everything plans. Heavy data users will likely start shopping around to see if they can get a better deal, and sprint will likely be the first choice for them, because of their unlimited data.

 

Their numbers might not be close now, but Smartphone users are very flaky when it comes to staying on a carrier( I believe S4GRU had an article on this subject or it was talked about here). If even 10 million customers from the big two jump to sprint, then we would have 97,93,76 for our top 3, which is pretty much even in terms of market share pull.

Link to comment
Share on other sites

 

Well, you could also argue that USCC and TMO are stronger than sprint because they are at least profitable.

 

When I speak about two strong competitors and 3 weak ones, I talk about Verizon and AT&T pretty much controlling the entire postpaid market (I want to say around 200 million prepaid subs).

 

Compared to Sprint and T-Mobile, which combined, have around 50-60 million postpaid (cant remember exactly off the top of my head), you can say that we have two very dominate players.

 

In terms of profitability, again, both AT&T and Verizon are extremely dominate with gross margins that the rest of the industry envies.

 

So, while Sprint may be strong against, metro, vs. AT&T and Verizon, they are weak.

 

I suppose it's all relative.

 

Back to my original point though is that to be competitive against big red and big blue, we will likely need some consolidation. I can see Sprint picking up one prepaid carrier, T-Mobile picking up the other, doing some license transfers so T-Mobile ends up with more AWS and Sprint ends up with more PCS, and we have stronger T-Mobile and Sprint to compete with AT&T and Verizon.

 

Scale is extremely important in this industry.

 

U can't judge sprint just off that single fact. Matter fact I remember when att was in the black and had horrible call drops and speeds was off and on every company has ups and downs sprint may not be bringing in huge numbers now but wait till Nv and lte kicks in and sprint pricing,phone selection,and coverage beats tmo IMHO and DEFINITELY beats uscc by a huge margin so in those statements u will c why I say sprint is stronger than both tmo and uscc

 

Sent from my Nexus S 4g using Tapatalk 2

  • Like 1
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • large.unreadcontent.png.6ef00db54e758d06

  • gallery_1_23_9202.png

  • Posts

    • Yet another "Carrier" move: T-Mobile users have only now discovered sneaky change made in May
    • Went to Hurricane Harbor again this past weekend, this time testing Verizon and T-Mobile. In my testing, Verizon is now the fastest carrier, at least on the Hurricane Harbor sector. Despite it being pretty overcast on Saturday with temperatures in the mid-80's the park was at full capacity.  Verizon had 160MHz of n77 and T-Mobile now has 160MHz of n41. On LTE I was seeing speeds in the range of 50-100Mbps while T-Mobile's LTE on was completely swamped, barely crossing 3Mbps. While both carriers only have a single high capacity sector (facing Great Adventure, Verizon benefits from having CBRS deployed on all sectors. This is an extra 60-100MHz of capacity that T-Mobile doesn't have. Maybe when T-Mobile gets around to deploying their C-band we'll see a boost in speeds again to be more competitive with Verizon. On the 5G side of things, T-Mobile's speeds were just over half that of Verizon.  That said, neither carrier was slow and I had zero issue using Xbox Cloud Gaming on T-Mobile despite their weaker upload speeds and higher ping.  
    • I think the newer ones have signal bars on them. I took a photo of one in Red Hook a month or two ago that had the same design.
    • Well well, looks like we found one of the two Link5G towers that might actually have 5G. Notice anything different? This one has the same signal bars icon that the pole mounted 5G oDAS units have. It’s in Chinatown at East Broadway and Forsyth St. It’s impossible to tell what carrier it is, though.
  • Recently Browsing

    • No registered users viewing this page.
×
×
  • Create New...