Ascertion

T-Mobile changes the "deprioritization" threshold from 23GB to 25GB for unlimited data customers.

 

http://prntscr.com/9vdfih

The neat thing about this threshold is that it'll continue going up as data demand increases.  Thus, it'll be more "truly unlimited" as time progresses.  I wonder if Sprint/AT&T will follow up.  They both claim that the cap represents 97% of users, but I think they just look up the competition's sheets and either match or 1-Up them.

Honest question, and I'd love to ask this to other investors that are rating the stock poorly...

 

Sprint's spectrum position right now is worth more than the company, itself.  Why is the stock so heavily undervalued?  Sprint can literally sell off their B41 assets to pay off close to the company's entire debt (if not all of it.) 

I'm bummed that the Cardinals lost so embarrassingly in the NFC Championship. The Cardinals are my NFC team. What do you think of Carolina advancing?

 

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As a cardinals fan, myself. I am disappointed with how things turned out. We dropped the ball (literally) too many times. That one punt where Panthers recovered basically cost us the game. Palmer wasn't on his A-Game, neither was Fitzgerald. Both missed great opportunities.

 

But, I have no grudge against Carolina. They are good and I can see them winning the Superbowl.

 

 

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I think coverage should be the number one first.

I think both are equally important, but it's best for Sprint to take the T-Mobile approach.  Focus on Metros for growth, then set sights on rural expansion.

Stock up about 11% already

Stock back down 12%. I don't understand investors.

 

EDIT: Nevermind, guess I was looking at a cached page. Up 9% as of now.

You just have to stop reading what they write no matter what click-bait title they use or use adblocking on their sites.

 

Look at Craig Moffett... He's been saying Sprint's been going out of business for years, and yet he magically maintains an aura of credibility in many circles... I don't know how.

The issue is the other stock holders read it and panic. That is why the stock is down another 12% today.

 

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I think Sprint needs to start suing these people. Dr saw debunked the RE/Code article in the Willy Episode , and now these jokers keep coming with the same type of articles. I am starting to feel these people are being paid by the other 3 carriers to put out misinformation out there. 

Honestly, if they're influencing the stock price, they can get some seriously jail time, if they're benefiting from it. 

TDD is time based, not frequency based. In your example of a 3/2 configuration, in a 5 second time window, for a total of 3 seconds, the full 20mhz will be dedicated to download, and for a total of 2 seconds the full 20mhz will be dedicated to upload. For 20+20 CA a full 40mhz would be dedicated to upload and download respectively during their respective time slots.

Well then, TIL.  Does that mean there isn't a simultaneous connection on both the downlink/uplink since it's time based?

And I think for now, they are not doing CA on the uplink (yet).

Ah, I believe you're right. 

Band 41 does allocate a dedicated 20 MHz bandwidth on the uplink.  But it is 20 MHz TDD, not 20 MHz FDD.

 

AJ

What I mean is that for TDD configuration, they take a certain portion of their 20Mhz to uplink, I think it is a 3/2 configuration?  So roughly 12Mhz on the download and 8Mhz on the upload?  Which means in 20+20 CA, it'd be 24Mhz on the download, and 16 Mhz on the upload, whereas B4 is often 20x20, where 20 is dedicated to the downlink and 20 is dedicated to the uplink. 

 

EDIT: Since they are prioritizing downlink (which is more important, anyways.) they technically have more bandwidth available for users due to the TDD configuration so they can actually boast about having the fastest network, given the technologies for both carriers are the same. (ie: 4x2MIMO, etc.)

See this Blog Post by John Saw, Sprint CTO:

 

Sprint’s New LTE Plus Network Delivers the Fastest LTE Download Speeds

 

Some great content in this post about the Nielsen Mobile Performance Rankings vs. RootMetrics vs. Ookla.

 

LTE Plus is apparently in 150 Markets now. Wow. "Talk Less, Do More" indeed.

They cite Ookla speedtests as their third partner.  I look at them and Sprint tends to be last in most cases there.  At least, according to http://www.speedtest.net/awards/us/.  Is there that much of a variation from RootMetric's median ratings to Ookla's crowd-sourced average speeds? 

 

Interesting to see Neilson's report on T-Mobile's data speeds from November to present.  BingeOn and that unlimited data promo seems to really be doing a number on their network.

I don't really agree that Sprint upload is always poor.  4-12Mbps (with a good signal) on TDD is not low upload speeds.  That range meets the needs of 99.9% of upload uses.  My AT&T FDD upload speeds typically are 2-5Mbps.  Even on a 10x10 FDD carrier.  And that always meets my needs.

Poor choice of words, I agree.  I meant to say it's not quite as fast as the competition because they don't allocate a dedicated up to 20Mhz bandwidth on the uplink. 

From what I read in the Reddit thread, these are IL call centers, aka, most of us. The CL call centers, aka business or Corporate Liable, are still staying open. Playing favorites with business customers is not a smart move, especially when a large majority of customers are most likely individuals. I sure hope this announcement of the closing call centers doesn't make investors mad come morning, prompting a large sell off like we just started getting out of.

 

 

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Actually, it'll be good for the investors to know that costs are going down, in my opinion. 

It read in an article that sprint could mimic 5G speeds with opening all of there carrier aggregation pipes...any truth to this?

 

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3xCA, and 4x4 MIMO is probably more than capable.  Sprint mentioned late last year they plan on experimenting with up to 5xCA soon, so we'll see what happens as it gets closer.  If it's as simple as adjust backhaul and installing a carrier card, it may be an easy transition, especially if they have NGN going full throttle.

My point is not how usable 5, 10 or even 20mbs is (I think 99% of users would be totally satisfied with 10mbs average) But rather what will those numbers look like in another 6 months to a year. 

 

We know Att is busy deploying WCS, Verizon is king of small cell and Sprint has 2.5, what will Tmobile do? I think 600Mhz will do nothing for them and unlicensed spectrum would take mounds more density.

The only thing they really can do is refarm Edge to B2 LTE for additional capacity.  I'd have to look up how much PCS T-Mobile has in NYC, though.  I agree that Sprint's capacity plans are golden for now.  I would personally like Sprint to announce their 5G plans soon.

This far into a project with the equipment already being designed and made, what could be left of a secret?

Funding for the actual installs. AT&T had major network plans either last year or the year before and stopped half way through because the cost of upgrading was much higher than anticipated.

 

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I check El Paso permits weekly and I haven't seen any sprint specific band 41 applications going through. Once we see applications, that is when the timeframe can really be nailed down. The process will go faster than before. It is not a tip and replace.

I read a vendors post on the Sprint subreddit. Sprint usually has an SLA now for two weeks from when the permit is approved. I would say this supports my observations near me. A local legacy site got upgraded near me and it was up and running B25 after a week when the permit was approved.

 

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Competitive intelligence is a very important thing to keep in mind here. Sprint clearly doesn't want to give away any information that a competitor can take advantage of to the detriment of Sprint, and even the most seemingly innocuous piece of info can be a gold mine for the competition to know in terms of deducing Sprint's resources or strategy. These competing companies have multiple people on staff, or retain outside experts to do competitive intelligence modeling based on every single utterance a Sprint Executive makes.

 

These Sprint executives are clearly well aware of this, and I'm glad Sprint is being smart about how this is handled.

Only if they created a map of sites they're going to upgrade in the next few months. Similar to how they had the roadmap for Nextel removals. AT&T was following the map and sending ads to former Nextel subs. That was dumb, however, I feel like reassuring the consumer has more beneficial impact on Sprint than staying quiet. Something broad like this post today is good.

 

It emphasizes that their consumers experiences are important, and that they are working on it. People are skeptical, after the whole WiMax/Network Vision fiasco.

 

If you think BingeOn hurt their network you're sorely mistaken. At least for now, BingeOn has resulted in an INCREASE in network speed and capacity. Reducing all video streams to 480p saves tons of bandwidth. Their rapid subscriber growth has had a big impact on network speeds. Sub growth has outpaced their network upgrades, resulting in reduced performance.

I think the unlimited data for all users until March is what's hurting the network the most. Once that ends, I fully expect speeds to pick back up.

That video just gave me more confidence, like a pep talk after a 3-8 season but you still feel like your going to at least get the wildcard to have a shot at the championship. When they said talk less and do more. That was a standing ovation.

The video answered a lot of questions but they still want to stay quiet on the network upgrades so the competition does not know? You can say broad things like "X markets will see over 5,000 new sites, macro and small cells by the end of 2016." Meh, I am glad they finally answered the service disruption question. That was what most people were concerned about in regards to the site relocations.

 

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Capture+_2016-01-21-05-11-091.jpg would these speeds be considered enhanced LTE or still 700 mhz10 by 10 for at&t

 

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I'd say it's CA. What does your debug menu show?

 

Sent from my Nexus 5X

All the gloom and doom, there is definitely one good news. 2 years ago whenever there was an article about sprint, people would swamp those sites with negative comments. But recently that same hostility seems to be absent. Definitely sprint network has come a long way. If they continue to improve in the metro areas customers will come. Rural expansion is secondary. Most people live in big cities anyway and if they travel as long as voice coverage is good, 3G data is more than sufficient. Most if not all customers don't care if they have slow data when travel out of the cities. They only care about price and network quality where they live. And for the majority of Americans, that means big cities and surrounding area. That is why T-Mobile strategy works so well. Not participating in 600 auction is good decision given their cash position. Maintaining this line of thinking, sprints has a distinct advantage because spectrum rich position as data continues to grow .

You obviously haven't been on Fierce wireless recently. [emoji57]

 

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What Sprint needs is someone like Dish attempting to buy them out, then failing due to FCC disapproval, then Dish dispersing $3B cash infusion into Sprint and Sprint inheriting their AWS spectrum.  Then they can have a good chance at coming back like T-Mobile did.

The fastest on Sprint I've experienced has been I believe 87mbps down, 12mbps up.  That's on an LTE Plus site.  Upload is always poor on Sprint devices because the TDD configuration limits the amount of spectrum allocated to upload.  FDD configurations tend to be better on the upload.

This isn't going to look good for Sprint, either.

https://www.metropcs.com/break-up-with-sprint.html

 

MetroPCS offering to cut Sprint rates by up to 50%.

It wouldn't be so bad if it wasn't such a bear market right now. Really bad timing for re/code's article that ended up severely hurting the stock.

Maybe the execs will buy the stock in large sums when it gets really low.  T-Mobile having 3x the market cap is ridiculous for such a similar sized company.