jroepcke51

Verizon confirms sale of wireline assets for $10B to Frontier

http://www.seekingalpha.com/news/2278536

 

FiOS sales in Florida, Texas, and California confirmed. I think it's only a matter of time before Frontier owns all of Verizon's landline business (LOOK OUT NYC PEEPS.)

I don't understand this.

But it's not the govts. problem. It's the ceo's.

Correct which is why I am frustrated at our government. However, proper oversight (limited at best) would have implemented a spectrum screen about the low band spectrum, but this is all another discussion

 

Edit. My public accountant self is coming out.

It also proves there's a lot of wealth concentrated in two carriers. Obviously there won't be a simple division by 4 of the duo's dividends because tmo, sprint prices are lower but the only way we'll know if 4 players are "unsustainable" is when sprint and tmo have usable lte networks in most of the places the duo have.

 

Of course it depends what the definition of "sustainable" is.

Baldy and DT think it means that all carriers involved need to be able to pay out multi billion $ dividends per year.

Lets not forget that this is a public company and investors have expectations. With a capital intensive company, dividends are expected as FMV increase is usually minimal b/c P/E ratio is really high.

Does china use b41? Isn't b38?

China Mobile was making all of the new phones second half of 2014 Band 41 compliant.

It also proves there's a lot of wealth concentrated in two carriers. Obviously there won't be a simple division by 4 of the duo's dividends because tmo, sprint prices are lower but the only way we'll know if 4 players are "unsustainable" is when sprint and tmo have usable lte networks in most of the places the duo have.

 

Of course it depends what the definition of "sustainable" is.

Baldy and DT think it means that all carriers involved need to be able to pay out multi billion $ dividends per year.

Beat me to it. 

Why not? Shall I quote att and vzw dividends and share buybacks for 2014?

You are referring to two of the top 4 carriers. This is a dumb retort.  I appoligize for being forward.

 

If the profits were more balanced between the four, I could see four providers surviving.

Why would you enable your competitors? Whyyyyyyy?

att vzw starved sprint tmo of lowband so shouldn't sprint want to starve them of high-band? Isn't this obvious?

Yes I would agree about starving them but not when they would pony up 15 to 20 billion for it (or leasing options). Think about the reciprocity that could occur.

Joan Lappin is spinning in her not yet grave.

 

 

AJ

Did my S4GRU life get a boost as you like my article? I am fulfilled. Personally, if 2.5 CA with 1.9 is realized, selling some might be beneficial to pay for all this.

http://www.bloomberg.com/news/articles/2015-02-05/sprint-chairman-son-may-sell-airwaves-to-help-fund-turnaround?cmpid=yhoo

 

This article says that they have valued the 2.5ghz between 80 to 100 billion

$1.9 Billion write-down for a reduction in value of the Sprint name.  How does one even calculate that?

In FASB accounting (including IASB), Goodwill needs to have an impairment analysis every quarter.  At all of my clients, it is a sophisticated caluclation that us, external auditors, agree with for the issuance of the Q and perform detailed procedures over the analysis for K.

It felt good laying some purple down today along truck route. I will go home (white rock) down front hill road so i can lay some more down. I might also be conviced to go St Francis going back through Santa Fe tomorrow after work

Good to know I will have LTE this weekend at my best friends restaurant.  Pajarito Brew!

I also just had the realization that even though Sprint is really late to deploying LTE in Los Alamos and Santa Fe, they still beat AT&T.  Amazingly, AT&T only has LTE in Tierra Amarilla and Lake Abiquiu in Northern New Mexico.  Their omission in the City Different is quite startling, seeing how Verizon fired up LTE in Santa Fe in Mid 2012 and Tmo did in Mid 2014.  AT&T is way behind.

TMO is also very limited in Santa Fe and drop to 2G between ABQ and Santa Fe.  IF Sprint can bang out the whole drive between LA to ABQ (which lets face it is most of the traffic during the week), would be great.

Seeing three crews out installing this stuff close to two towers.

 

Paseo & Coors - Under the bridge

Eagle Ranch Rd & Paseo & into All Saints Rd

---------------------------------

 

Paseo & La Paz Dr (Right next to James Monroe Middle School)

I thought you had a picture and was like what??.

Connected To 800 1x in yatahey north of Gallup. I was also roaming in window Rock all day today. Upload pics when I get back to the hotel. This is star first I have ever noticed.

city?

Good LTE in Albuquerque. Sprint is now matching or exceeding the coverage. 

However, Santa Fe very limited last time I test drove ( June 2014)

TMO has wifi to volte handoff.

To yet a very limited LTE (at least here in NM).

I stay in White Rock with family a couple nights a week while I work up here. 3g is just not super strong as you get closer to overlook. I even have trouble with voice signals inside the place I stay. SMR and B26 will work wonders down there.

NV 3.0 or NV 4.0. I think we are a solid year away.

Overlook has always been tough. As is the back of Rover Blvd. With that hill across from the tower acting as a RF shadow and the depression over by Overlook, I wouldn't expect much improvement with a full build. Maybe extending into the shadow 100-200'.

 

A second White Rock site that reaches into that shadow would be ideal. Even a pico cell on public right of way in Overlook Park would be an innovative way to handle it,

My parents back up to overlook.  It is tough. They have an airave which helps (when it works). However, I have converted them to whatsapp which my brother uses as well. 

Let's hope that means conversion of ground mounts to full build as well!

This would help White Rock so much at my parents house near the Overlook.

I didn't connect to B25 today, but I have a suspicion that they turned lte on this afternoon because I was in town and had dropping voice signal all lunch. I'm actually at TA-46. Yeah it's kind of a bummer they shut it down after 9/11

Try living there during 9/11. Never seen so many guns on school campus. Miss being able to do that drive. Best part of the hill. I am heading up next week to ski and stay at the parents so I will check it out.

It is about time. Nhoperully Gallup can get some love.

I just picked up B26 at my office in Los Alamos! I can neither confirm nor deny my office location based on the purple dot in Los Alamos on Sensorly

 

 

Edit: Proof

Is that TA 54? My mom used to work over there. Haven't seen that since 9-11. Awesome that band 26 is showing up. Are you getting whiffs of band 25.

That would be amazing if B26 from I-25/St. Francis is making it all the way to the rail yards. Especially since that site is mounted low on a power line.

So much likes from that. Really see the power of band 26

I agree. It could be the site that Robert said was lte accepted because my signal was very weak and the site he mentioned was across town from where I was.

Yeah from what I saw on sensorly I knew you were a way away. Pretty cool to get an idea of what Band 26 can do!

Edit I calculates 5 miles.

First one mentioned on here.

First one in that state. Interesting that's the first to go live.