jwang

If Softbank can get the short cut to get scale and lower fixed cost on each user through buying T-mobile, why not? Business has to be worked out by facts and analysis without emotion. Believe me, Softbank will go to bed with DISH if that would benefit them the most. If you knew DISH delayed the clearwire takeover and Sprint buyout for at least 2 months and cost more money from Softbank last year than their original plan.

Softbank took over 1 year plus 1 month ago. I never said the old management team is good. I always said you need praise softbank to fire the previous network chief and that old marketing company. It doesn't matter 3 or 4 by the end of this year. Tmobile is at no.4 for many years but they are doing good job for 2 years to get what they have now. It will take another 3~6 months for Sprint customers to see the dramatic change and improvement. I am using both verizon and sprint. But I hope Sprint to become strong to bring verzion in check to be humble to its customers. For customer service, can this country have worse service than cable/satelite operators? I guess you didn't deal with comcast or directv before.

Guess what I got on XLTE from Verizon at lunch time? 0.99m down and 1.6m up, and another time is 1.6m down and 1.9up. Well I didn't complain about that, the good part is you can always rely on their coverage and low pings to make the basic needs (webpage, email, some apps) satisfied. Sprint has the gut to walk away from Tmobile. They should also have the gut to offer tier sharing data in a relatively cheaper price than other carrier, while jack up the unlimited price. If they offer 3GB in basic framily plan and charge $5 for 7 GB, $10 for 10GB, they should be safe to walk away from the unlimited data. They don't need those people who can't afford a TV and home broadband to be the customers to make profit. Let them go to Tmobile to crash their network.

It's all about money. Even with 2.5Ghz you can win over 700mhz, if you let China mobile to come to US, they will spread 200,000 sites in first round and build more in 2nd round to crackdown Verizon/ATT in less than 4 years. China mobile is working on this much sites in China to deploy TDD 2.5Ghz LTE. You talk about penetration? Well when I was there, China mobile has cells in almost all decent office buildings in big cities in order to make sure you will have full signal even in elevators. But the beautiful part of the war is to win it without much cost. Sprint made the smart moves to connect CCA and showed the gut to walk away from Tmobile. Next step should be getting DISH on board and scoop some smaller carriers up. I suspect according to the net neutrality ruling, COMCAST/ATT/VERIZON will soon charge companies including google or facebook because the same reason they use to charge NETFLIX. There is a lot of reason this country needs another broadband provider. It's a long way to go because you need own backhaul in order to be the real broadband provider.

The 8/19 NYC event must have something to do with new plans or new business strategies. I am excited to hear what the new CEO will say then. DT doesn't have a long term plan for TMO. If DISH wants to have a network hosting deal, they should go to Sprint. I expect DISH and Sprint to announce network hosting deal by the end of September. Legere is talking to overtake Sprint to be no.3 carrier by the end of this year. He is good at creating topics. The game is on. Legere tried his best to make the merger not happen. Well, Sprint will become mad dog which is much bigger than Tmobile. Watch out from Sep what Sprint will bring to the table. I expect a completely revamped Framily plan and device plan with the prices which won't need to change in a year or longer. I certainly don't agree Sprint has to hit certain data speed in order not to upset customers. What they need is usable data which is 1M~2Mbps. Those who try to test data speed every day are not the group to make Sprint recover financially. Nothing against those speedtest fans but just try to say most customers don't do that instead of caring if they can open webpage/email/app in acceptable time.

With all those money saved from the merger, Sprint should be in good position to keep rolling out NV2.0, buy some more spectrum from USCC/C-SPIRE and get the 600mhz spectrum next year.

It's not Sprint fault. Shedding the landline unit is the condition from FCC in order to approve the nextel merger. Then FCC in all those merger after that allows ATT/VERIZON keeps their landline unit.

I loaded shares and long term calls from last year. Tomorrow and by the end of this week will definitely add more shares.

If Tmobile is winning by becoming a mad dog in this market, then Sprint will become a mad tiger. The stock of Sprint has to go to the hell again and send all investors back to heaven. Let it come sooner than later! Tell the French company and DISH, S will launch a real price war. Re-do your analysis before you guys bid for TMOBILE!

My logic is like this, if we can buy S with price lower than what Softbank got, then we should go for it.

Let me guess the new CEO. I think the guy could be the one they just hired from google. Softbank USA announced his job last month. I think Softbank has been working on PLAN B of this merger for a while.

Sprint needs an hard axx to be the new CEO to be a nasty nightmare after all high level managers and watch them every single day to make them work harder and harder.

It's good news. Sprint should focus on the resources they have on hand to win the game. They have the resources in place.

Through the earning press release, Hesse indicated Sprint is working to re-price framily. It will be a part of the strategy to prevent other buyer to get T-MOBILE. I think Softbank will turn Sprint to aggressively compete for new subscribers from this summer with new pricing. 1, it will bring Sprint to net sub addition in order to bring down fixed cost on each user 2, if other buyers consider to buy TMOBILE, they need think about how to compete the Sprint which is turned to the same "mad-dog" mode in pricing and backed by much more money from Softbank. Dish won't load itself tons of debt if Charlie didn't see the hope to make profit in next 2 years. 3, Lock Tmobile in the current status, and no one will go to Tmobile easily for spectrum hosting deal. Well it will bring Dish spectrum to Sprint. It will give FCC more excuse not to approve if FCC won't be bought by bribes like they approved those VERIZON / ATT merger deals in last 10 years. However, it won't be worse than current status quo. Sprint can succeed alone. Softbank didn't spend more than 20Billion to buy sprint in order to buy Tmobile to survive. They know they have more options than the merge and all those options can lead to success. The operation and management on the resource on their hands are far more critical than if they can get TMOBILE.

They can form an unit to roll out fixed wireless broadband like clearwire. Comcast/IWC merger will reduce broadband provider number by 1. If sprint dish added one, then FCC has least reason to ask them drop any spectrum as a part of it should be considered as asset to run broadband Internet.

Good to know that. So is the B41 roll out just a simple overlay on NV completed sites? Can I assume 1st B41 8T8R carrier will be deployed much faster than B25?

It's good thing that we have some one else to make a move. Now it's the turn of Softbank to give clear voice about if they want to buy it or not. Either way should be fine. And I always think Sprint will do better if they can merge with DISH. And the combined company should go after those small regional cable providers for their resource on broadband back haul and existing customers. It's the way VZW/ATT grew to this size. The FCC will have no reason to block Sprint and DISH to merge as they don't have any services overlapped. And you can tell the probability that Softbank chooses to walk away from Tmobile became bigger and bigger. DISH should be the better choice for Sprint.

They definitely can turn a lot of sites off especially those clearwire sites colocated with Sprint sites. For B41 8T8R they should focus on mid/big metro in 2nd half 2014. And give small towns 800 voice and B26 LTE only for this year. Small towns or suburban badly need coverage provided by 800 voice and B26 LTE. They are working toward to deliver usable data everywhere. That's the right way to go. Verizon is not going to give above 10mb/s speed in all its LTE coverage and they won't spend one more cent to do so. But Verizon does great job to deliver usable data almost everywhere or in the coverage bigger than any other 3 carriers. That's what makes them so profitable. Unlimited data or speed above 50 or 60mb/s is not what those most valuable customers care about. Those how go to Tmobile to use LTE like it's home broadband are considered as customers with least or negative value to the company at ATT/VZW.

If Sprint is slowing down B41 deployment a little bit, I think they are doing the right things. The small towns and suburban don't need B41 badly. They need B26 to fill the coverage plus the 800 voice. I think they realized they don't need B41 right away everywhere. When John Saw talked about 2x B41 carrier, I don't think they need deploy 2nd B41 carrier in any twon with under 30,000 population in 2015. You can save the budget to put 2nd B41 carrier in big metro like NYC or LA. But don't bother to spend tons of money in next 2 years to deploy that kind of capacity for small towns. Today I tested the XLTE (the place I live is one of the launched market) on my verizon Note3 in lunch time in driving and sitting in local Costco. In the place less than two miles away from town center, I got 1.86mb/s down and 2.99mb/s (0.1mb/s in first test) up in lunch hours for LTE connection. But I am okay with it because I can still check my email and some webpage and apps. Those people who trash Sprint all the time can also trash Verizon to give this kind of speed for their advertised XLTE. The usable data is the key with sub 100 pings. Focus on LTE800 and voice800 plus all over the places and put first carrier of B41 in all mid size and big cities in the rest of 2014. It's the right call from new network team led by John saw, at least in my opinion.

Well, those TMO fans are crazy about saving $10 a month while to use more than 10 GB data every month. To be honest, VZW and ATT are very happy to let them go because they are not most-valuable customers the big two want to hold on hand. Sprint is on the right track to grab those customers with above average income but use no more than 3 GB a month. There is nothing wrong about Legere because he is doing his job and he executed it very well and fast. He will be a good CEO if Softbank made him CEO of the new company.

It's all about the big money want everyone else to focus on TMOBILE. Last spring to August almost every article was trashing Facebook when it was beaten from 32 to 22. Then they let it jump 30% in one day then triple to 75 this week.

It is another evidence that Sprint will probably announce their re-priced framily plan with an much-more attractive individual plan by the end of August.

Don't take my words in the wrong way. I like what TMO did to the market.

It seems DT and Softbank agreed to have TMO to play the mad dog role to bite off more subscribers off VZW/ATT. Then after S and TMO merged, those subscribers will belong to Softbank anyway. S is working hard to build out its network to market its tri-band feature from this fall.

It's a painful process. I can say if Softbank didn't act fast enough to fire the former network chief who is responsible for the eCSFB disaster and that marketing company which made all those hesse commercial, Sprint will have much less customers than it holds now. John Saw did a great job to accelerate LTE roll out and coordinate the roll-out of all 3 bands. Sprint in last 6 months catching up TMOBILE and put them in dust in LTE roll out. Now is the time to bring out the re-priced plans. I expect they bring the plans out by the end of August. You have to appreciate the fact that Mr.Son always act so quick. And he doesn't like do too little to impress the audience. The re-priced plans will be good enough to stay there for a year at least. Today Hesse indicated that the company will have new prices for certain plans before holiday season. So it should not be later than mid Sep.