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ChadBroChillz

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Everything posted by ChadBroChillz

  1. While, I do not believe they will promise a superfast network, I do believe they will deploy TD-LTE for more than just capacity/hot zones. One of the main points Softbank made in their press conference was the fact that the US has very slow speeds,while buying the slowest nationwide carrier. Pair that with the fact that they actually bought clearwire, who we all know has a vast amount of unused spectrum; and that makes me believe that they are planning on deploying it in large amounts for speed. I feel like they will likely deploy it similar to how Tmobile deployed their HSPA+ network. Urban/semi-urban/suburban areas will see TD-LTE coverage, while rural areas/highways will be regulated to LTE on 800 or 1900.
  2. I do not see Paulson getting the same results. DT opposition had more voting power, plus 2 different firms advised against the terms of the deal. I do not think Dish's offer will get the same support. Omega(1.9%) and Paulson(4.2%) only add up to 6.1%, Paulson owned 9.9% of metro alone. Lets not forget that Paulson did not get a larger share of the combined company. Only that the debt would be reduced and that DT could not sell its shares until 18 months have pasted. Another thing to note is that Sprint Bondholders are against this deal. They heavily favor the Softbank deal. Softbank had to get consent from them to be exempted from the "Change of Control" provision. I do not believe they are going to give that consent to Dish, unless Softbank removes their bid. http://www.kansascity.com/2012/11/20/3926843/sprint-bondholders-consent-to.html http://www.bloomberg.com/news/2013-04-18/sprint-lenders-clash-with-owners-on-dish-bid-corporate-finance.html
  3. 600Mhz will likely not be a factor until the contract after the current one he is referring to. Maybe if he asks this question again in 2016 or 2017. I do not see Tmobile going after 700Mhz in large amounts. Too many small carriers to get a nationwide band. Maybe they go after 700Mhz Verizon owns, but I think they pass over the 700Mhz and focus on the 600Mhz spectrum. They no longer have a sugar daddy to buy them what they want. Nationwide 600Mhz would be more valuable than pockets of 700Mhz spectrum. 800Mhz is still a positive in for Sprint. Cell density can mask the negative, but as soon as you go into a brick building, you are going to wish you had lower band spectrum. I had Tmobile for 1yr+ in Atlanta. It sucks going into a target/walmart and having a nice paperweight in your pocket.
  4. The "Premium Data fee" was already included in my pricing. Sprint's base price is 69.99 + 10 premium data fee. I just rounded to 80 to make it simple. Sprint has recently included the premium data fee in their pricing from the start. They are probably doing it to not confuse customers. My math was not incorrect in that matter.
  5. I was also looking at Tmobile's Uncarrier plans, but I found that Sprint's Unlimited data plan is actually a better value compared to Tmobile's unlimited data plan Over 2 years ( not including taxes and fees) Sprint: (24 x 80) + 199 = 2119 Tmobile:(24 x 70) + 579 = 2259 Even if you switch phones every 12 months, Sprint is the better value over 2 years Tmobile: 580(phone 1) + 580(phone 2) = 1160 Sprint: 199(phone 1) + 240(ETF for phone 1) + 199(phone 2) + 240(ETF for phone 2) + 240( Difference in monthly cost)= 1118 Sprint had Buy out your contract pricing, which was cheaper than paying your ETF. I am not sure if they still have it, but it would have made Sprint even cheaper than Tmobile. That was just price, That does not include the fact that Sprint will be deploying LTE on 800Mhz, while Tmobile will be stuck with 2100Mhz/1700Mhz for LTE. This also assumes Sprint keeps the same pricing, I think we will see a curve ball from Sprint once the Softbank deal is complete. I would not worry about the Dish. If Softbank was worried, they could easily outbid dish. Dish is still missing 9 billion from their current offer, plus Dish would have to leverage themselves even more to keep up in a bid war with Softbank. Chaplin from Bloomberg made a good point about Softbank being the better offer currently, they have the capital and expertise to turn Sprint into an actual competitor of the big two.
  6. I believe This is Verizon's plan to get the EBS to be counted against the spectrum screen or get spectrum that does not count against them. It is basically a win win for them. If it counts against sprint, then they would be likely not able to participate in the PCS H Block sale or the future 600Mhz/AWS.
  7. What if the plan is to dilute the minority shareholders? If they deal does not pass in april, then Sprint will need to buy some shares to reach the 66% it needed to reverse the 75% merger vote rule after November.
  8. They cannot convert an existing line to these plans. You can open a new line with these plans, but they cannot be merged with the existing plans.
  9. Why would Sprint rather have the AWS over the 850? It would be easier to integrate the 850 into their network, plus they would already have BRS for higher frequency spectrum. Their phones already support CDMA 850 and their LTE tri-band phones will support LTE 850, since LTE band 26 includes 800 and 850. I initially wanted sprint to merger with USCC, but I feel like sprint would probably be better just slowly expanding using their 800Mhz. I do believe that USCC will be the likely candidate, if Softbank is looking to merge. They probably know that they will never reach number 2 if sprint does not close the coverage gap between themselves and ATT/Verizon.
  10. I could see the Note 3, but if I had to put money on it, it would be the next iPhone. It already has support for CDMA 800 and LTE on 850, so I could see the next one adding 800Mhz LTE support without too much trouble. Softbank has TD-lte on 2.5Ghz being deployed, China Mobile has been in talking with apple for quite some time to offer the iPhone; and I believe it was mentioned that they could possible share the antennas that broadcast wifi on 2.4ghz with 2.5/2.6ghz. Lets not forget that Qualcomm announced their global chip, which can support 40 LTE bands. I am pretty sure Tim Cook has wet dreams about being able to call the iPhone the worlds first LTE world phone. Of course their decision to not update the current att iPhones to fully support T-mobile makes me hesitant.
  11. II believe that this is another 50 million shares in sprints favor if the deal is voted down. I honestly believe the investors should take the deal they have now. I do not believe it will get any better. Sprint seems to a have all the cards. If the deal does not go though, Sprint only has to wait until November to change the bylaws. Dish does not have a serious offer on the table. No one else is on the table for the spectrum.
  12. Yea you can still get the 30 dollar plan. http://prepaid-phones.t-mobile.com/prepaid-plans Bottom of the page on the left side.
  13. IMO, these plans are the best way to compete with ATT/Verizon's shared data plans. I just like the flexibility of these plans. You can add a mobile broadband device for just 10 bucks. Unlimited data comes with 500MB of tethering free. i think those could entice Grandfathered Verizon/ATT unlimited data holders. The main people complaining are the people who grandfathers into plans with less than unlimited mins, but I am sure Tmobile will grandfather them. It will likely be hard on the contract customers who pay less and have the subsidy included.
  14. I believe Sprint is not in a hurry; they have time on their side. According to the quotes below, the longer it takes the more likely sprint is to getting Clearwire. Also the clearwire board supports the sprint offer, they are just doing their due diligences. http://www.forbes.com/sites/ericsavitz/2013/02/27/clearwire-nabs-80m-from-sprint-still-mulling-dish-bid/ http://blogs.barrons.com/techtraderdaily/2013/02/04/clwr-davidson-cuts-to-hold-sprint-likely-to-prevail/
  15. I hope they follow tmobiles new uncarrier plans. http://www.tmonews.com/2013/03/breaking-down-t-mobiles-new-uncarrier-no-contract-one-rate-plan-fits-all-approach/
  16. So does this mean that the Dish deal is void? I remember that Clearwire could not get funding from Sprint as a stipulation of the offer.
  17. If my device got lost or stolen, I would rather buyout my contract than pay TEP every month. You might have to pay more, but you could get a next generation device.
  18. When Did Tmobile's coverage start rivaling ATT/Verizon. That coverage looks larger than the maps they showed during the Metro merger conference. That map probably includes roaming.
  19. The fact that they have great thing in quotes makes me believe that they have no intention of releasing their grip on subsidy. I am sure they would love to switch away from subsidy and charge the same
  20. Tmobile CEO giving the quote of the year. "A 5-gigabyte, 10-device shared data plan, when Joe Schmoe Jr. starts to watch porn on his phone, isn't gonna work." http://www.theverge.com/2013/1/9/3853890/t-mobile-ceo-calls-att-network-crap-mocks-verizon
  21. You could email tim cook. I remember reading stories of ATT customers emailing his office about unlocking their iPhone after they were out of contract. A few weeks after the story broke, ATT changed their tune about their iPhone unlock policy.
  22. I believe Clearwire will get absorbed. I doubt sprint wants to stay in the home internet business. I do not believe they have the spectrum to keep up with the mobile demand and the home internet demand, plus Clearwire has already announced that they were moving towards a wholesale model. Sprint will likely combine them into their wholesale department, and start moving customers off the home internet before they shut down the Wimax network.
  23. I believe Virgin Mobile's old coverage map( before they switched to the interactive map) said they covered around 280 million people, so this sounds like their plans include some expansion, but that could be just the number they get with 800mhz added to towers. ATT is suppose to have 300 million people with LTE by 2014 as well, so Sprint could match ATT's LTE coverage. This would definitely be great news for consumers who are looking for a better alternative to the duopoly.
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