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JeffDTD

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Posts posted by JeffDTD

  1. 14 minutes ago, tybo31316 said:

     


    I️ wonder how much of this is cost saving or is it a ploy to attack T-Mobile and Sprint. Either way I would have never saw this happening.

     

    It's "wise" , from their perspective, in several ways

    1)Reduces buildout costs for rural/under served areas. 

    2)Future proofs lease pricing, to some extent. 

    3)Opens the door to Verizon/ATT doing collective negotiations with current tower owners re future rates -ie - "we can build and service our own tower"

    4)Has the *potential* to create higher costs for smaller carriers, should the longterm plan be to abandon sites in given markets. 

    5)Affords the two the opportunity to *only* offer cost prohibitive lease rates to competitors looking to use their infrastructure in under-served markets. 

     

    *Perhaps* this will provide some motivation for Sprint and Tmobile to share network infrastructure or build out costs sooner than later.  

    • Like 2
  2. Yay for no more distraction. A loose confirmation that this merger mess has been a huge distraction from network planning and marketing strategy. And why wouldn’t it be?

    Just getting all 3 bands deployed on 100% of the footprint would be impressive. Now to wonder- will Sprint pursue the fastest backhaul when adding sites or the the cheapest? Understandably a balancing act. I tend to think Son is looking for a partner who doesn’t have a national network footprint, meaning the deeper and wider the footprint goes, the more attractive Sprint becomes as a partner.


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    • Like 3
  3. Not sure that sprint should make further statements which attribute network improvement to the box. Should they be doing it? Absolutely. Can a competitor twist or spin it against them? Perhaps. I never dreamed competitors would spin the network upgrade map against them, but they did. Let the box be strategic, keep it close to the chest.

     

     

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    • Like 2
  4. I disagree. These cable companies need to merge, in order to accomplish the ultimate end goal in selling services to customers, which is the bundle. I've written alot about this here on S4GRU. Its essential for cable companies to consolidate in order to be able to sell bundles with wireless nationwide. AT&T, for example, isn't even fully bundling home internet with wireless, because they do not have national landline internet. Only Directv is being bundled with wireless, atm.

    So you would allow a single entity to own all the cable assets in the US? And presumably retain (by way of Comcast) Universal and all of the channels under it? That's interesting. Interesting only so far as you expecting a sweetheart bundling discount from a single company that will have an iron grip on broadcast media it doesn't (yet) own

     

     

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    • Like 7
  5. Well I think Plan A was pump and dump as in pump up the numbers and then get acquired/merge (see Nextel). Now since Sprint is putting on the brakes on a potential merger and is flirting with the cable cos, T-Mobile went with plan B and increasde prices to recover some of the lost revenue.

     

    Yep. Not to mention the capital spent to acquire the low band spectrum and build out the network. Magentans who believed the budget pricing would survive alongside a network that comes close to the big two were naive. Pricing will always follow quality

     

     

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    • Like 5
  6. While the lawsuit is garbage, it was an avoidable result. Sprints behavior with alliances to open stores (both the radio shack deal and the Dixon carphone deal) seems fickle at best. Atleast one semi-rural radio shack store here in south Mississippi flipped to sprint cobranding for several months and then went out of business. A big collective "duh" considering most residents in said area wouldn't have had contiguous coverage in said rural area ????????‍♂️

     

     

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    • Like 1
  7. Sprint just needs to execute. Their majority owner has the funds to put all the spectrum in play and shore up the network deficiencies by 2020. Sprint doesn't "need" anyone else's money. Network investment seems to bring good returns as well. Sprint will be gradually be worth more in the future (to a potential suitor) based on the quality of the network access being purchased and customer satisfaction.

     

    So my point? I am no longer in favor of a tmo merger.

     

    And color me a bit skeptical of mega mergers... promises of customer benefits are often over stated.

     

     

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    • Like 5
  8. D2You... it was a fabulous idea. Should have never gone outside a small radius in an urban area though.

    Ive never had an issue activating service with a mailed device on ATT, Verizon or Tmo. Unfortunately, every last damn time I had a new sprint device, whether trying to activate online or on the website, I always had to call customer care to get it done. Is that any better now? I tend to think that a customer who needs you to bring it to them at their house and walk them through getting a smartphone may be more needy than the average customer. Not a bad thing- but they want it to "just work". I'd hate to have a customer like that in a remote location on fringe coverage.

    My bets here are that the D2You customer setups churned at a higher rate than the rest of the population

     

     

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    • Like 1
  9. For anyone upset with sprint's pricing for current customers-  if they aren't meeting your needs and /or you want to pay more for service/quality, the best thing you can do is in fact just leave.  It doesn't surprise me that Sprint hasn't slashed the price for current subs yet.  Its "wait and see" at this point.  What is the effect on churn?   When he was first hired, Marcelo bragged about being intimately involved in monitoring growth and churn on a day to day basis.  Is he still doing that?  Surely to some degree.  If sprint sees a massive defection, there will be a reaction.   As for the fantasy wireless plans we dream up and our desires to leave, we are still only a tiny % of the sprint population. 

    • Like 3
  10. Its a bad deal for essentially that it doesn't last, rauses the rates substantially once expired, puts those who chose it in a difficult situation at that time if the price hike isn't worth it to them, let alone once again, Sprint isn't offering another promo to existing customers.

     

    The other carriers have promos that not only are for new and existing customers, they get to keep the same rate so long as they don't switch out of the promo. If Sprint had done this, then it would have been a great deal, imo, even if Sprint kept it at non-premium, although I think it would have been a nice added perk to it anyways.

     

    Agree.  

     

    These 12 month month promos aren't creating customer loyalty.  I still regret not jumping to sprint back when they had the promo that permanently waived line fees on the large data buckets. I seem to recall I could have brought all 4 lines back on a 40GB shared bucket for like $120.   As long as the competition continues to offer buyout costs, 12 month promos just entice the customer to jump carriers rather than face a $100 price increase.   And regardless of the permanent rate being comparable to tmobile's rate plans, we're not apples to apples since Tmobile now includes taxes and fees in the rate.  

    • Like 1
  11. I wonder why Marcelo didn't just announce the perks for Sprint subs who sign up for Tidal when he announced the 33% purchase? It would have packed more of a punch had he announced it. With him saying more details coming soon(Sprints famous line) kills it and people won't care as much. I honestly thought more info would have followed the same day but it's since been two days. I guess we won't hear nothing else until the earnings call.

     

     

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    Good point.

     

    I wouldnt expect Tidal to be handed out for free for more than 3 months to any Sprint sub without increased revenue from the line or plan. The easy perks to expect are -zero rated, higher cap on speed, exclusive content. Maybe Tidal premium for the price of basic, maybe attractive family pricing, or -maybe- free for lines who buy the premium speed upgrade on the current plan?

     

     

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    • Like 2
  12. I see Verizon buying Dish and a T-Mobile/Sprint merger then Comcast and the CableCos aligning with it as far as having it be a wireless media outlet for the content.

    Im not comfortable or qualified to even back up any fantasy scenarios any of us might dream up. My point is what happens may defy even our least realistic expectations under this guy and an administration which operates with personal preference and billionaire logic.

     

     

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    • Like 1
  13. The prizes will again be snatched by those with the deepest pockets. Imagine Verizon buying Dish and keeping all of Dish's spectrum- and then imagine them taking a run at the remaining regionals and then comcast. The sky is the limit, much like the era when the big two gobbled up all of the low band spectrum

     

     

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