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ChadBroChillz

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Everything posted by ChadBroChillz

  1. ChadBroChillz
    I feel like having 52000 sites with the same coverage as Sprint is very inefficient. I believe that number is similar to what has been reported for ATT/Verizon. I would think they would want to trim some of the excess, especially if they have plans of any sort of expansion of their LTE/FauxG network once they get some 600Mhz.
  2. ChadBroChillz
    We probably will not know until they set up another one. I am sure Sprint would be more willing this time around.
  3. ChadBroChillz
    Their PCS and SMR are paired, while the 2.5Ghz is unpaired. I do not believe their will be a problem. From my understanding, NV is technology independent. Sprint can deploy TD-LTE/LTE/CDMA all on the same NV cell site. Also, carrier aggregation of the TD-LTE spectrum would give them more than enough capacity and speed to win any pissing contest.
  4. ChadBroChillz
    That is a very small FU. That is like Dish saying "well I didn't want it anyways." The FCC would still be the winner, plus wouldn't dish face strict fines and fees for not meeting build out requirements? If that is the case, then it would make the FCC an even bigger winner.
  5. ChadBroChillz
    How is it an FU to the FCC? FCC reclaims it, then uses it to sell to another party. That looks like free money to me. Possibly use it to for mobile spectrum in the future. That would be a big FU to Charlie. Dish is the only one that losses from being forced to sit on the spectrum until it is taken away from him. Building up the Duopoly is the last thing the FCC wants to do, even if it means letting Dish sit on the spectrum.
  6. ChadBroChillz
    I would not be surprised if Atlanta was on the list of first round markets. We are a pretty strapped market in terms of spectrum. limited access to lte 800, because of SoLinc; and we do not have 30Mhz A-F like many other markets. I also believe Sprint has a high marketshare here.
  7. ChadBroChillz
    Adding antenna support has never been a feature that Apple ever boasts about. They did not create a new iPhone number when Verizon started selling the iPhone. Sure it was CDMA based, but it had the same internals as the ATT iPhone that they started selling months prior. The new Tmobile iPhone also did not get its own special number. Also, marketing new frequencies will not fly. Do you honestly believe their customers know anything about spectrum? or most wireless users? I actually believe there is a good chance that the new iPhone will support Tri-Band LTE. Softbank is a key seller of the iPhone in Japan, and has TD-LTE on 2.6ghz spectrum. China Mobile and Apple have been rumored to launching a China Mobile iPhone, and of course China mobile also uses 2.6ghz TD-LTE. The 2.6Ghz frequency is becoming a very popular frequency across the globe. Now, most of those countries are Band 7(FDD), but I would not be surprised if Apple threw in TDD.
  8. ChadBroChillz
    I believe we will see a revamped pricing structure that is similar to Tmobile's new plans( with subsidy included of course). I also believe Sprint will follow suit and bundle unlimited text and talking with their new plans. I believe it will be something along the lines of: the unlimited talk/text/.5-1Gb data for 60-70, unlimited talk/text/1.5-2.5Gb data for 70-80, and unlimited talk/text/data for 80-90. I also believe tethering will be included in the capped data plans.
  9. ChadBroChillz
    I believe Sprint was also seeking damages for being forced to raise their offer, so it may not be completely moot.
  10. ChadBroChillz
    I believe it is around 72.25( 50.2 from Sprint + 45% of 49 from minority), but that is only currently. If Dish kills Sprint's bid, then Sprint will get 115 million and be able to buy shares off the open market since the standstill agreement will be waved plus the dilution from the convertible bonds. Also Mount Kellett Group has pledged their shares to sprint no matter the outcome of the vote. I would not be surprised if they have over 75%, if the current deal fails. It is almost just a formality at this point.
  11. ChadBroChillz
    Julius Crest response: Et tu, Mount kellettus?!?!
  12. ChadBroChillz
    It is over. 9% plus 64 % almost guarantees Sprint wins. If Sprint's deal fails they would have over 75% votes to push a new deal.
  13. ChadBroChillz
    I would love if Sprint was able to extract the upper portion of 2.5Ghzspectrum from Clearwire and leave the rest to dish, but Dish for not want that. They clearly went after the portion that Sprint wanted. They want to force sprint into a one sided network sharing deal or to get all of clearwire, then move on to Tmobile. IMO, Sprint needs to get their vote killed, then make a rebid before Dish has a chance to get their IRA signed. The lawsuit could force clearwire to wait before signing the deal, plus with the market the way it is, I do not see Dish getting the 25% needed to get the deal going. Why would people tender to dish when they can sell on the open market for 30 cents more.
  14. ChadBroChillz
    http://dealbook.nytimes.com/2013/06/18/dish-says-it-wont-submit-a-new-offer-for-sprint-ahead-of-deadline/ Dish will not be submitting a new offer. They will now focus on Clearwire's tender offer. SB-S have them in a corner. Now time for the knockout round.
  15. ChadBroChillz
    The cannot amend the EHA without approval of one of the board member, and I doubt that would come since the board now approves of Dish's offer.
  16. ChadBroChillz
    I do not think so. Too many poison pills to deal with. The deal has to be fully financed, which means paying fees on the loans to finance. and that does not guarantee that the offer will be chosen. They would likely be forced to add in a 2-3 billion dollar termination fee. They may be forced to pay Softbank back the 3.1 billion dollars worth of shares they got at 5.25/share from Sprint, which I believe have gone up to a total price of around 4.2 billion, because of Sprint's current stock price. Sprint's bond holders oppose the offer. Also any offer Dish brings would just put the new company in further debt. They already raised the price on Clearwire.
  17. ChadBroChillz
    Equity holders Agreement, it contains all of rights and rules of the equity holders/investors.
  18. ChadBroChillz
    They do not have to wait until November. If Sprint's deal fails, they will have 68% of the vote. That will give them the necessary amount of votes to amend the EHA. The only thing they are missing is 1 independent board member approval, since they have Intel, Bright House/Concast and Eagle river approval
  19. ChadBroChillz
    Unless Sprint is planning on becoming a fixed wireless broadband supplier, I expect that as soon as Sprint customers are off wimax, they will shut all of wimax down. I believe Sprint could increase their profits by doing so, but I am not sure if it is in the cards.
  20. ChadBroChillz
    While Dish does have spectrum, I do not believe it has very much value to Softbank-Sprint. It would mean sprint supporting a new band, which would be special to only them. It likely has worse propagation characteristics than Sprint's PCS spectrum, and Clearwire's BRS should provide enough capacity for Sprint for a long time. Also their is still the spectrum screen, Sprint with Dish's spectrum would be close if not over the screen, which would likely mean divestment or they could be banned from participating in the 600Mhz auction.
  21. ChadBroChillz
    He is probably thinking of the guard band that separates Sprint SMR from Public Safety SMR.
  22. ChadBroChillz
    I am not surprised. I believe Sprint still has to pay a fixed fee for every WiMax device regardless of whether it actually uses the WiMax network, but I believe next year or the year after, Sprint will switch from pay a fixed fee to paying per usage, so Sprint could be planning on shutting down service, so they do not have to pay Clearwire anything for the remainder of their WiMax contract. If they actually got Clearwire, they could use this clause to just replace WiMax equipment with LTE instead of LTE/WiMax like clearwire is doing now.
  23. ChadBroChillz
    The vote is in 11 days. Next week is when Dish has to make its "best and final offer".
  24. ChadBroChillz
    I believe Softbank's offer now has too many obstacles for Dish to make a new offer. Dish cannot get all of Clearwire's Spectrum without Sprint. Dish also will not have enough votes to stop sprint from changing the EHA to remove the 75% requirement. The only thing stopping sprint would be the investor rights agreement, which sprint has said they will sue to kill. This is assuming Dish gets the chance. I believe the IRA does not come into effect until Dish has met the minimum requirement and the deadline has past. That gives Sprint 7 days from when their deal is killed to make an enhanced offer.
  25. ChadBroChillz
    I believe their end game is nationwide( urban/suburban areas) coverage with the spectrum. ATT/Verizon/Tmobile are all planning on deploying 20x20 lte. Sprint's current holdings will not allow them to compete with that speed and capacity. Clearwire will. Maybe they do plan to offer fixed broadband. Or maybe Sprint wants the CableCos to drop their partnership with Verizon for Sprint. Sprint could be looking for a wifi offloading deal. We will not know until it is too late. Sprint wants to keep that edge. I would be happy with someone using that spectrum to offer fixed wireless broadband. I also believe Dish is not being complete honest with their intentions. If all they wanted was 2.5 spectrum, I am sure they could have gotten some if they made an offer for the leased spectrum, but they went after the BRS. Also if they plan on using 2.5 for fixed wireless, then what about their spectrum. I have no problem with crest extracting the best price they can, however their method is where I have a problem. They have tried to block the deal as well as put Clearwire in risk of bankruptcy to force a deal they feel is fair. They have filed almost as many as Dish has against Sprint.
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