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kct1975

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    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

     

     

     

    Walter Piecyk thinks that the increased concession demands by the DOJ will drive T-Mobile to abandon the merger. So what should Sprint do? Here are my suggestions to upper management: 1. Finish tri-banding all of their sites

    2. Get in bed with the rest of the cable cos for small cell deployment

    3. Host Dish's and Comcast's 600MHz spectrum holdings in return for capacity

    4. Host Dish's midband AWS-3 nd AWS-4 holdings

    5. Merge networks and spectrum with T-Mobile but not marketing and administration.

     

    Now personally I think the merger will be approved. FCC/DOJ want Dish's spectrum put in use. It has been laying fallow for a long time. Here's how I think the merger will go down:

    1. Dish and Private equity firms will form a wireless company Dish will contribute the spectrum and PE firms the cash. 

    2. Sprint will sell Boost to Dish Wireless for let's say $3B

    3. There will be not be any divestiture of spectrum

    4. The New T-Mobile will host Dish's 600Mhz and AWS-3 spectrum right away for an annual fee

    5. Dish network will acquire Sprint network assets and back office assets as they are decommissioned. That will allow them to then host Dish's AWS-4 spectrum and eventually their 600Mhz and AWS-3 spectrum

    6. Dish will sell their 700MHz band E to AT&T

    As you can see there are a lot of moving parts and so the negotiations are rather complex. Probably why the DOJ is taking so much time. 

     

     

     

     

    Personally I agree with everything you said, but I do think that there might be two [emoji3577] additional consessions...

     

    2.....The DOJ will require Sprint will sell Boost to Dish Wireless for very little or nothing

     

    4....TheDOJ will require the New T-Mobile to host Dish's 600Mhz and AWS-3 spectrum right away for free

     

    Sent from my SM-N920P using Tapatalk

     

     

     

     

     

    • Like 1

    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

    It almost looks like an attempt to weaken the combined company to prevent any real competition for V and ATT.
    I absolutely agree! [emoji106]
    I was thinking the same thing. For Sprint and T-Mobile to combine, they need to become a weaker 3rd player which in turns defeats the purpose of this entire merger. If the government wants the US to be a leader in 5G then they shouldn't need to divest any spectrum. The government either doesn't see it that way or they don't care. Sometimes I would really like to slap some sense into certain people.
    My personal opinion...Verizon and AT&T have a lot of sway with the politicians. Both Verizon and AT&T have a ton of money [emoji385] and both most likely make large campaign donations.

    Sent from my SM-N920P using Tapatalk

    • Like 4
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