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centermedic

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Everything posted by centermedic

  1. I agree that Verizon has to maintain its margins but I would also argue that they simply want to keep them. They believe they have a premium brand and price accordingly. Other premium brands in other sectors rarely if ever engage in price wars with non-premium competitors.
  2. I suspect that you did not read that through because you just defined capitalism. The consumer has a choice. It just that some choices are more attractive then others. Even in the case of providing service where others do not and being the consumers lone choice for cellular, that company is still being rewarded by the consumer.
  3. The argument is whether the market can support four national providers. The market pretty much demanded the mergers that happened between 2000 and 2010. If those mergers did not happen then companies would have gone bankrupt and the remaining companies may not have had the capital to invest into their network. As painful as it may be for me to say, three healthy companies benefits the customer in the long run. Four or even two fiscally sick companies will not benefit the customer in the long run.
  4. Yes. You are not getting what I am saying. I included the 30k prepayment in the total 100k. But remember. It is a PREPAYMENT. Meaning that it does not affect your total liability. So in the grand scheme of things Sprint will be putting up 70k of the projected total cost of 100k.
  5. Yes but as I said, I do not think the total cost will be 100k but that is the assumption so... 40k in equipment 30k in prepayments and 30k in what we will call misc Each of these is its own expense/liability line. So the 30k in prepayment is totally independent from the 40k in equipment.
  6. 40k in equipment and 30k in prepayment for 70k. The additional 30 k is probably for labor. There is also the possibility that the 30k prepayment is there to protect the vendor against cost overruns. I would go so far as to say that I don't think the average cost per site would be 100k.
  7. And this is why inference from data that is assumed to be correct can surprisingly be faulty. I would like to see the actual tower density of the other three national providers not just raw numbers.
  8. I am a big advocate of this. I have held the belief that Big Blue is far more vulnerable then Big Red.
  9. As usual you have nailed it AJ. Any decision to sell or not sell any spectrum should be borne out strategic planning.
  10. http://www.mobiletoday.co.uk/news/industry/28787/ee-and-vodafone-clash-over-rootmetrics-network-test.aspx Take it for what its worth but there does seem to be a flaw in not standardizing the devices used for data acquisition. I know, it is probably not enough to materially change the data set. However, there is the appearance of favoritism. You should not peddle your results to the public AND sell them to corporations. Its a conflict of interest in my opinion. As much as I loath Consumer Reports, that is one of the few things they have gotten right.
  11. Not sure how you can make that observation unless you have first hand knowledge and experience in the 50 biggest markets. So much of what most folks know about other markets is based on anecdotal word of mouth information or clearly faulty data. Network performance tends to be variable to the point that it may perform poorly one minute and then gangbusters the next. A non biased well vetted data set over a sufficient amount of time and geographical area is the best bet to obtain an average level of performance for any given area and provider.
  12. And in bigger news....If my math is correct then T-Mo failed to take over the third spot.
  13. Most if not all of these things are backed up with google. The only things I am not sure about are wallpapers, alarms and wifi passwords.
  14. Sounds like me. Sometimes I keep tabs open because they are frequently used password protected websites tat will keep me logged in as long as the tab stays open.
  15. I agree as long as the price tag is not ridiculous.
  16. As much as Sprint may not be able to afford to buy US Cellular, they absolutely cannot allow somebody else to buy it. US Cellular represents the last chance that Sprint has to significantly grow through acquisition and absorb a tech compatible user base.
  17. Big Blue and Red are also still living off of the benefits of not building their networks but buying them. Thats not to say that they have not made a lot of smart network moves, because they have. But in the end it was faster, easier and perhaps cheaper to buy the network.
  18. I think five years is reasonable in the wireless market. The tech and the market has changed so rapidly over the last ten years, that it makes it difficult to maintain a high level of success over an extended amount of time. I think Hesse was very good for Sprint, maybe even a savior. But his time had passed him by and it was time for a transformational leader versus a caretaker. I am still not convinced that Claure is that leader but the signs are promising.
  19. For better or worse, he has his formula for success.
  20. He likes Samsung, as hard as that is for some of us to believe.
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