lou99/maximus1987

Did Marcelo’s Meeting With Masa Go Better Than Expected?

Read more: http://www.btigresearch.com/2015/05/28/did-marcelos-meeting-with-masa-go-better-than-expected/#ixzz3baSZqzdU

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Back on (recent) topic is anyone actually for Sprint missing out on both the 600 and 700 mhz auctions?

There is no 700 auction. If you're talking about buying the 5x5 700a, I think they'd do better to put that money toward nationwide 5x5 600. This should be doable since the reserve will be 30mhz.

If sprint just doesn't bid for 600, then TMO will get the whole 30mhz reserve. At the very least sprint should enter the auction and bid up the reserve to make things uncomfortable for TMO. But at that point, why not just buy at least 10mhz?

I've listened to neville ray state several times that 'lte needs 10x10 to hum' so TMO's not gonna go all out to get the full 30mhz. Both TMO and sprint know that 10x10 is ideal so they're gonna tacitly collude by not bidding up the reserve unnecessarily; if they both want 10x10, one of them will have to bid on a 5x5 unreserved chunk.

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Sometime later this year or next year. Again it all depends on the canucks.

Roughly how many weeks between 800 voice and 800 lte?

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Such a shame if they don't, because this is a very good thing.

 

Now while I know such an idea has little chance of happening and people may find this unnecessary, etc., I think Softbank/Sprint ought to work a deal with T-Mobile to give T-Mobile its 800mhz entirely, so T-Mobile could have both 700mhz and 800mhz on its network serving various areas where T-Mobile cannot get and deploy 700mhz, or to have additional spectrum to accompany their 700mhz.

 

In exchange for this, T-Mobile works with Softbank/Sprint on getting all (hopefully) of that reserved 30mhz spectrum, or the equivalent nationwide. Then Sprint could do a 15x15 nationwide 600mhz network. Softbank/Sprint could then give T-Mobile additional PCS spectrum and extra cash to accommodate such a deal. Softbank has plenty of cash to see this happen and should do so, even in keepng Dish away from this amount. In the least, Sprint should get enough for a 10x10, though 15x15 is better for this level of spectrum.

Fcc has said no to joint bidding between TMO and sprint.

Fcc is about to say no to more reserve spectrum.

Sprint doesn't have excess pcs spectrum else they would've launched 2nd pcs lte carrier and their network wouldn't have sucked.

When you make these grandiose posts, you have to a little bit about what you're talking.

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History may serve you well. Do you remember the previous CEO's claims? I have more faith in Marcelo and a lot of the pieces are already in place, but still. This timeline seems extremely optimistic.

We'll see if softb helps sprint with 600 auction. The silent consensus here appears to be no.

note: not finished catching up, that is why quoting older posts.

 

 

 

You can certainly do this, RIGHT NOW, both on sprint and other carriers.

 

1 gig plans are cheaper than unlimited or other larger allotment plans.

 

Your dreams are already realized!

 

 

 

Oh now I am disappointed in you...

 

you know it is not possible for 4 or 5 devices to consume the maximum while simultaneously causing performance to suck for the other 100 users, unless those 4 or 5 devices were somehow prioritized ahead of the other 100, all 105 connections would share the suckage equally.

 

and if anything, those 4 or 5 devices would be de-prioritized/throttled if they were considered heavy users and on a congested tower anyway.

The issue is unlimited is not priced proportionately to 1gb.

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Your question does not make sense. What are you trying to ask?

 

AJ

You talked once about taking the 850 band and reorganizing it.

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Besides 600 MHz -- if it happens -- Sprint's best hope for additional low band spectrum would be that public safety ultimately moves out of SMR 800 MHz to its dedicated spectrum in Upper 700 MHz. That might seem like a boondoggle after all the trials and travails of rebanding, but it could open up a full 17 MHz FDD for Sprint in band 27 -- or some future superset of band 26 and band 27 -- allowing for some combination of 5 MHz FDD and 10 MHz FDD carriers or even a 15 MHz FDD carrier. Sprint still would have to acquire the spectrum in question, but Sprint would be the obvious buyer, since it would have the decided advantage of existing SMR 800 MHz operations.

 

AJ

What about combining the A' and an' into one 5x5 block?

Is that plausible technically and politically?

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Except if you take a look at their initial LTE build a lot of the rural areas were the first to get LTE as opposed to the cities. Now that Sprint is doing Band 41, it makes sense to concentrate deployment on urban areas first as they tend to have better site density as well as, in some areas, non-collocated ex-Clearwire sites. Sprint's deployment pattern reminds me of a sine wave in that they built from the outside in and now they're building from the inside out.

Sprint built wherever they could get permits ready. It wasn't a conscious decision to build rural first.

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You mean doubling or tripling capex every quarter forever to just build more towers and small cells to the point where everyone can be on unlimited, all without raising prices, is not a legitimate business plan? Heresy!

 

Even if Tmo could spend that much, they would never get enough equipment or crews to do it. Tmo is running as much capex as they can spend, given the current equipment production rates and available workforce. As it is, they are pulling a rabbit out of their hat. Some people's children.

 

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Some were trying to reason with them but a person trying to convince a fool of something is a bigger fool himself.

I should really stop reading TmoNews.  People there are so oblivious to almost everything related to wireless networks.

Yep. One person said "all tmo has to do is just build more towers and small cells to maintain unlimited at current prices".

They really are ignorant, not in the funny way, but the ghetto way.

I have no problem with T-Mobile. I think they are doing a great job but they are just popular and "in" right now until the next "in" thing comes around. Everything has a season.

 

 

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Minimize their weaknesses and amplify their strengths. Legere def has created a cult for the ignorant just look at tmonews comments: it's obvious the ghetto is firmly behind Legere

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Can you just put the following blurb in your signature?

 

"TMO is adding postpaid phone subscribers. Sprint is not. Na Na Na Boo Boo."

I addressed his comment about TMO not having rural coverage and it's impact.

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AThe moment a T-Mobile customer steps out of town, they have no service. While some people are willing to accept that, I'm sure many more do not, and even if Sprint doesn't use their 600 MHz purchase themselves, their RRPP partners will definitely use it and make Sprint service that much more attractive both to their own customers and those of the RRPP members.

 

Not going to comment on the "just move to the city!" fallacy that many people like to repeat.

 

- Trip

Yet TMO is adding postpaid phone subs while sprint is not.

Imagine how well they'll do when they finish their GMO lte upgrades.

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So your saying densification will not affect in building coverage?

They can't afford to surround every big building with dozens of small cells.

But I don't have enough confidence in my arm-chair CEO abilities to address this question.

AJ, Robert?

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Sprint is already balancing 3 separate bands, its complicated to say the least. Add one more, and its another layer of unneeded complication.

 

Keep densifying, get that higher X MIMO activated, and forget 600Mhz!

 

It would take Sprint another 3 years at best to get some sort of traction using 600Mhz.

You keep on equating low band with X MIMO and other mid/high band technologies.

Low band is for in building and rural coverage.

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I'm gonna go out on a limb and say screw 600Mhz. I think with the advent of C RAN and the reduced cost of site deployment, plus small cell they should concentrate their efforts on densifying 2500. Its future proof, plus less reliance on newer equipment.

 

Why rely on another small 10Mhz slice worth of spectrum when it will come at a huge cost! Which would affect current B41 deployment in a negative way.

 

When Verizon and Att first deployed LTE on a 10x10 slice, demand was exponentially lower. Today, that will barely get you by.

 

I say leave that bone to the dogs, and lets eat some steak....

If sprint doesn't get more lowband, then it'll be limited in 'rural-ish' expansion.

Also robert stated 5x5 b26 is not enough for volte longterm. That is enough reason for at least 5x5 600

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If the FCC wants to side with ATT/Verizon's wishes on how much is set aside for smaller players, fine. But in that case they need to reconsider the decision to prohibit joint bidding.

I thought softb was gonna fund this?[emoji12]

I got an earful on this topic.

The argument is: sprint and TMO are part of companies with caps of $70B each.

They can afford to bid.

Plus there's still gonna be 30mhz (at most) so one of TMO, sprint will have to compete for 10mhz with att/vzw.

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This is gonna sting

http://mobile.reuters.com/article/idUSKBN0OD2E420150528?irpc=932

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I believe the true threat to unlimited data is 4k video streaming. I suspect that's what Marcelo is referring to when he talking about newer video streaming services.

There's no threat: sprint easily can and currently does limit video streaming bitrate; easy fix.

Maybe its better if Tmobile hears that Sprint would consider buying some 700A just so that Tmobile would speed up the process. Of course Sprint shouldn't actually buy any 700A spectrum. The need for 2.5? Sprint already has the 2.5 spectrum.

2.5 buildout not spectrum.

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I don't believe that was a condition. I think the condition is that AT&T cannot have it. I believe it is still owned by the original Leap investors and it is not in AT&T hands. Those investors are likely looking to sell it for the right price. I can't see them building out a Chicago network. Especially with CH 51 problem there.

 

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That's exactly what they are thinking. But if they don't have a deal by Mid 2016, the tables start to turn on the speculators. Because it starts to get too late to do anything about it in time.

 

However, the FCC has not been taking licenses from speculators in the past who do jot meet build out requirements. And given them chance after chance. So there is precedence that the speculators may make it past build out with license still firmly clenched in hand.

 

I'm kind of jaded by the whole build out requirement by the FCC. I hope they do something this time. Speculators need to be caught with their pants down and be made examples, losing their investment. Then the licenses should be reauctioned. It's right and fair for all. Especially the taxpayer.

 

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What's the point of a buildout deadline if it's not enforced?

Buildout for 700-A? It's 2017, and they have to cover 30% of the geographic area. Once they meet coverage before the deadline, they file with the FCC that they have met build out requirements and provide simple maps showing coverage areas and population counts. That's about it.

 

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So what are the speculators thinking? That TMO will pay them before 2017?