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Showing content with the highest reputation on 05/12/2019 in all areas

  1. 1 point
    I was taking a look at the HTC 5G Hub that's supposed to be launching on Sprint sometime this month. It looks like it could technically be Sprint's first foray into the WISP space. On HTC's site they mention it as a sort of replacement for your WiFi router with the ability to connect up to 20 devices to it. I wonder what data caps will be on this when it launches and what they plan on charging people for using it? It seems to be a lot of things smashed into one device. It's combining a wireless router, a streaming box, and a cloud gaming device all into one. It also has support for pretty much every U.S. LTE band. https://www.htc.com/us/5g/htc-5g-hub/
  2. 1 point
    This is a load. 5G is not about servicing rural communities. LTE has been able to do this forever. TMobile does not need Sprint and their spectrum to do this. TMobile is as spectrum constrained as VZW. They can compete better because VZW fixed-wireless plans suck. TMobile could start doing full rural buildouts. They could use 5GHz like WISPs use all the time. There is loads of 2.5GHz left in rural markets that TMobile could have and still can be buying/leasing up.
  3. 1 point
    The problem here is New-TMobile will get to charge whatever they want. TMobile and Sprint have been able to do what they have on limited capex. There will be less need to be resourceful, innovative, offer more for less. Sure there is a verbal "promise". Even if the Feds make this verbal promise a binding physical contract, that will expire. Look at the Charter/TWC/BH merger. Feds limited Charter from doing data caps for 8yrs. Guess the first thing they will do once those 8yrs are up. Add data caps and data overages. After the merger, the first thing New-TMobile will do as soon as soon as any contract is up (even if they bother to honor a verbal contract) is raise prices. It always happens and this will be no different. A New-TMobile could easily charge more than VZW/ATT and still be fine even if they stop attracting customers the shareholders will love the increased rates and the stock will still go up. I'd rather have two companies that have some constraints vs three that can get away with whatever they want.
  4. 1 point
    https://s4gru.com/?app=core&module=system&controller=content&do=find&content_class=forums_Topic&content_id=7845&content_commentid=542352 You should be a bit more articulate and consistent in your discourse.
  5. 1 point
    Did you read the reports and listen to the earnings call? Sprint, while still trying to look like a failing firm to get the merger approved, acknowledged they would have been cash flow positive except for a non-recurring pressure from timing of investment decision. Sprint also said that without the merger they will continue to invest in network CapEx at the same ~$5 billion/year rate they are on right now...which took them from 0 to 30,000 small cells and 0 to 1,500 MIMO deployment and 60-80% deployment of 2.5GHZ equipment. Another year of that, and Sprint will look like a different carrier. Oh, and Sprint management also said that if the merger does not go through, they will refocus their network efforts on major metro areas--which is exactly what I said their strategy should be and would be successful. This management gets it. Seriously, everyone should read their financials. Sprint will do better than ever as a standalone company and force the other carriers to compete like a mofo--urban areas is and has always been what drives pricing pressure.
  6. 1 point
    What he said ^^^. Sprint lacks the capex. Sprint also lacks the financial support from Softbank. For the past several years, Sprint has lacked the leadership, primarily because Claure was obviously brought in to cut the company to the core in preparation for a sale or merger. Sprint lacks the brand image, and the probable hit-and-miss effort Sprint will be able to mount to implement 5G will not improve that: It will almost certainly be too little, too late. Sprint lacks the ability to continue to meet its debt service requirements and meaningfully expand coverage or service, because the debt service is simply going to eat away at future capex. In sum, Sprint simply lacks the resources to compete as an equal with ATT, Verizon, and the still-growing T-Mobile. Let's be totally real: Within a very short period of time (1 year? 2 years? Less?), Sprint as we know it will no longer exist. Either the merger will be approved, or Sprint will enter Chapter 11 and be totally reorganized, or some 3rd party outside of the telecom industry will purchase the company in a fire-sale and change it drastically. But the Sprint we know today is doomed. That saddens me, because I have been a Sprint customer for over 20 years, and a combination of stupid moves by the Board of Directors, muddy objectives and execution on the part of Masa Son and Softbank, and a cutthroat competitive environment have forced a future that is very bleak.
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