EvanA
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Everything posted by EvanA
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BingeOn is meant to reduce congestion due to video traffic first. Consumer benefit is secondary no matter how the executives try to spin it. T-Mobile likely arrived at 1.5Mbps based on detailed analysis of how that relieves congestion on the network.
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The new technical requirements are much more detailed than before. They even explicitly state that "optimized" video is limited to 1.5Mbps averaged over a minute of video. I think it would've saved them a lot of hassle if they stated that from the beginning instead of only after the EFF discovered it. http://www.t-mobile.com/content/dam/tmo/en-g/pdf/BingeOn-Video-Technical-Criteria-March-2016.pdf
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Providers are now able to opt out of having their video streams "optimized" (read: throttled). https://newsroom.t-mobile.com/news/binge-on-amped-again.htm I suspect Google pressured T-Mobile into making this change since YouTube is managing the streaming quality according to what Legere said in his Twitter video announcement. https://twitter.com/JohnLegere/status/710461264061829120
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T-Mobile says that the repacking can happen in under 39 months and under budget, but we know from past experiences as referenced in the NAB's slides that transitioning takes much longer than initial expectations. There should be no expectation that this reconfiguration will be any different. Even AT&T agrees that 39 months is an ambitious timeline.
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The National Association of Broadcasters (NAB) filed a report with the FCC that called T-Mobile's repacking plan "oversimplified and misleading" Here's the report. It's a quick read. http://www.nab.org/documents/newsRoom/pdfs/030916_Repacking_TMobile_ExParte.pdf
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They still have AWS-3 to deploy in some markets as well.
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All that optimism early was dashed... Stock closed down 4.5%
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Stock is still climbing! Up nearly 3% already today.
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They're referring to retail footprint, not coverage. There are only 321 million people (estimated) in the US.
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Wow, here's an analyst that I actually somewhat agree with. Great analysis. Sprint's Spectrum Is Worth A Premium, Not A Discount http://seekingalpha.com/article/3949406
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No, they have GSM M2M commitments. GSM can eventually be squeezed into LTE guard bands, but that probably won't happen for a few years.
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Most recent analyst estimates have pushed back 600MHz availability to 2020.