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Fraydog

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Everything posted by Fraydog

  1. Fraydog
    Ars, one difference. The stupid ass DirecTV requirement. AT&T has to get rid of that stat...right?
  2. Fraydog
    Apparently HD streaming can be enabled once on the new plans that TMUS is releasing 2/17 and it will be permanent.
  3. Fraydog
    I know this should be in the Investors thread, but I see S as a spectrum play. Most of the increase is due to people in the market realizing how valuable Sprint's spectrum haul is. I could see myself buying S solely as a spectrum play. Not so much because of Sprint the company.
  4. Fraydog
    T-Mobile just reported 2/3 of their customers on VoLTE. Adds to their spectrum efficiency. Voice calls aren't really that important any more but they aren't dedicating lots of spectrum to old crappy technologies any more. Good move for them. Small cells are starting en masse for T-Mobile for 5G and 5 GHz LTE-LAA spectrum. 1000+ in field. B66 starting deployment as well. Imagine what they could do with spectrum, oh, who has that?
  5. Fraydog
    I think a lot of what scares people on here is Masa having both, seeing TMUS is better run, and then taking a flamethrower through Overhead Park. Heck, I'd bet John would get sadistic pleasure on taking a flamethrower through Overhead Park. At the end of the day, this is a relentlessly competitive business and I think more drastic measures are needed to get the job done.
  6. Fraydog
    I think that, if anything, it only increases the urgency for Masa to get something done. We're going to see real quick if the smooching up to Trump is worth it or not.
  7. Fraydog
    I'm assuming 720p, I don't know for certain however. On the day passes that are now going away, T-Mobile went up to 1080p. We will have to see what the resolution is on BingeOn now, given that VZW is at 1080p, it makes sense for T-Mobile to get there as well.
  8. Fraydog
    https://newsroom.t-mobile.com/news-and-blogs/tmobile-one-ups-verizon.htm Also in the buried lede department, no more HD Passes, BingeOn streaming is now HD, I'm assuming 720p.
  9. Fraydog
    They're hidden but still there.
  10. Fraydog
    If you look at T-Mobile ONE pricing, you'll see that access fees are baked into that plan too. What customers look at is the total cost they pay. That's all.
  11. Fraydog
    AT&T has burned through metric tons of capital to buy out DirecTV, Iucasell, Nextel Mexico, and Time Warner. They're running a whole boatload of debt right now. Then you have the fact the Feds turned this merger down once. See why people say you are being unrealistic on here?
  12. Fraydog
    On another note, John Legere's Twitter seems to be indicating someone gobsmacked because he didn't see this coming. To be fair, most of us didn't.
  13. Fraydog
    https://np.reddit.com/r/verizon/comments/5tpf2t/a_moment_of_silence_for_tmobile_and_sprint/ Kinda cocky already?
  14. Fraydog
    Bingo. Until someone has a quality experience everywhere that beats that, there they will stay. This might be why I am leaning toward a Magenta/Yellow merger where in the past I was cold toward it.
  15. Fraydog
    I think you may be missing my point. The people that you know over six figures, what carrier do they use? I'm betting a large chunk of them (if you do know those people) are on Verizon.
  16. Fraydog
    I must disagree here, most Verizon users are also in big cities, but they'll use Verizon to have fast big city and rural coverage. For those with money, Verizon is preferred not just because of city coverage but because of out of city coverage. Lots of vacation areas still have what I'd call specious T-Mobile and Sprint coverage. If you're a 1% er you're going to end up paying for the best quality service. T-Mobile has made great strides, but let me tell you, they still don't have the rural coverage yet as far as quality goes to compete with the Big Two. What they have is working LTE in these rural areas but they haven't got nearly as many dead spots covered up. Even if T-Mobile and Sprint merge, there's still going to have to be a lot of additional towers even in the areas where T-Mobile currently covers and Sprint does not (or in rare cases, vise versa).
  17. Fraydog
    It undercuts the shit out of both Sprint and T-Mobile, no question. It also forces AT&T into offering unlimited to non-DirecTV customers. We're going to see a lot of ramifications out of this. I was shocked to see my social media feeds on fire over this on a Sunday, last time that I can remember an announcement like this happening on a Sunday was when AT&T tried to buy out T-Mobile.
  18. Fraydog
    I don't think the government was doing this solely for profit, mind you. If that was the aim of the prior Democratic administration, they'd just have no reserve, and Verizon and AT&T would be bidding away. In that situation, they'd be bidding things way up from where they are at now and they'd be LOCKING T-MOBILE OUT.
  19. Fraydog
    If anything I'd argue that Sprint and T-Mobile should hold onto midband like crazy if they do merge. Personally, I am of the view that with 5G spectrum coming up to bat, that Sprint and T-Mobile should be forced to divest nothing at all. What will really happen, likely is that additional spectrum over 225 MHz would get divested. If Sprint comes in with the potential to deploy 20x20 in PCS and AWS in large cities, then that's already going to push the theoretical max of spectrum to 800 Mbps without even throwing in B41 given deployment of 256 QAM and 4x4 MIMO. And even on 2x2 and 64 QAM existing handsets, the speed level would be up to 300 Mbps. Considering that handsets should very soon be able to do TD-FDD carrier aggregation, the potential exists that the merged carrier could be the fastest not just in America but also the world.
  20. Fraydog
    It is NOT that 600 MHz was a flop. It is just that AWS-3 was completely inflating expectation to levels that were ridiculous. That inflation was due to Dish over inflating AWS-3 values. Sent from my SM-N920V using Tapatalk
  21. Fraydog
    Living in the Band 2 only areas is rough if you want to give T-Mobile a go. That seems to be where most of the rural complaints come from IMO. If only Sprint had been in a lot of these areas around my neck of the woods, they'd be an option. Band 26 may be more narrow compared to Verizon's Band 13 and AT&T's Band 12 (really 17 but technically 12 thanks to MBFI) but it wouldn't be slow at all. It would be quite useable. Where if Sprint and T-Mo merged here and the existing T-Mobile engineers had access to Band 26, they'd fill in any remaining gaps without low band very quickly. In the b12 places band selection could be used and the new merged company would have equal footing to VZW and AT&T rural wise. Sent from my SM-N920V using Tapatalk
  22. Fraydog
    http://www.fiercecable.com/broadcasting/fcc-waives-quiet-period-auction-rules-for-broadcasters Whoa, Pai just said eff the quiet period rules. Gonna be interesting to see how the last rounds of this auction go now. Personally, I don't think Pai gives a care about T-Mobile and Sprint and this is just one way he is going to push them together.
  23. Fraydog
    That literally depends on the entity they are leasing from... some might welcome the change. Sent from my SM-N920V using Tapatalk
  24. Fraydog
    T-Mobile already has a large AWS deployment in the field. Why let that go? If you can get more bandwidth in certain markets with PCS, then use that. I'm fine with that. Treating 2.6 like it is the Holy Grail? I'm not sure that's the best strategy. AWS/PCS can be the base for urban speeds then 2.6 can be the supercharger on top of that. As far as selling EBS, Verizon has been interested in the past, why would they not be interested now? Sent from my SM-N920V using Tapatalk
  25. Fraydog
    More spectrum math in a hypothetical merger with a very not hypothetical market: New York. This time we'll assume 194 Mhz is the cap with no 600 Mhz factored in. 12 Mhz 700 16 Mhz 800 50 Mhz AWS T-Mobile 20 Mhz T-Mobile plus 30 Mhz Sprint = 128 Mhz before 2.6 is in the mix. 194-128 is 66 Mhz. That's 2 20x20 LTE carriers of FDD, three 20 Mhz carriers of TD-LTE, and a partridge in a pear tree. With 256 QAM it's 2 x 200 Mbps + 3 x 150 Mhz given TD-LTE category 2. 850 Mbps total. Sent from my SM-N920V using Tapatalk
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