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red_dog007

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Everything posted by red_dog007

  1. And this is why others like other side. Sprint is strict. The best example is the One Plus. Even though it DOES have a CDMA radio and supports VoLTE, because it doesn't support like 1x800 they won't take it. ATT/TMobile don't care. If its unlocked, it'll take a sim and you get whatever that phone supports. Only supports B2 LTE, PCS HPSA and GSM, well that is all you get. Even phone like say the P30 or Phone 2, they support B26. Lot of PCS Sprint has is within B2. Sprint could enable MFBI for B2 to support more devices. If they allowed non-CDMA phones on their network phone makers might go through the touch extra effort to certify B25.
  2. Maybe not even better, at least right there. Does Sprint allow in-market T-Mobile roaming? You'd think you'd get a T-Mobile signal if available over VZW. If user can barely get a Verizon 1X signal, the building must be blocking signals pretty well in general.
  3. It is what is being implied. It's the fact that you need a compatible phone that supports CDMA to run on Sprint. This rules out loads of phones. Just a few that come to mind instantly: OnePlus, Huawei, Razor, Hydrogen, Sonim, LTE flip phones.
  4. And what will they buy? It won't be an Apple modem.
  5. It won't be too competitive because Apple is only going to make modems for them and them only. You'll only see an Apple radio in a Apple product. Qualcomm will just lose Apple sales. They won't have anything to worry about outside Apple devices.
  6. They also didn't even have a say. They had just a non-voting 5% stake. This was also pre-LTE and was expected to possibly be used for CDMA. They problably felt like they weren't or couldn't get a fair deal. A touch more than a year after dropping out of the SpectrumCo JV they got a majority stake in Clearwire and started selling WiMax service.
  7. Im not sure the major ISPs are really 100% interested in building cellular networks. I feel like they are more content as MVNOs, it suits their business model and bundling power. They also won't want to build a network where they don't have landline service. They also have extensive coverage via their customer routers. They have owned AWS, 700 and sold those off. They now have some 600 and I feel they will just sell it off. You aren't going to solve anything with just 5x5. Have we actually seen Comcast, Charter or the like deploy anything beyond test equipment? I think they might be more interested in unlicensed stuff and deploy those in areas with high data usage across cellular. But I'd expect these to be more like hotspots and not real city coverage network buildouts. More a long the lines of the millions of WiFi hotspots they already have. Shoot, that's an idea, every modem they give a customer has an LAA LTE radio in it for 5GHz. I think Comcast and the like who have 600MHz are just speculators like they have been before.
  8. This is going to be hard to answer as capacity is continually going to be added. It doesn't say how many sats they have up, but Phase 1 will have 650. Services will start being sold in 2020. Total planned is 1980 sats. Capacity will be added for several years. Same with Space X. They can launch 60 sats at a time atm. Their first batch of 60 has 1Tbps throughput. They plan to launch a total of 12,000 of these, launching between 1,000 to 2,000 per year. So basically for a decade capacity is just going to always be increasing. Over this time, the sats will get better and throughput will increase. They will also come out with new techniques to increase bandwidth on older sats. This is just the beginning.
  9. There really isn't any 700 (ABC) left. 700MHz is about as nationwide as TMobile can ever get it unless regional carriers sell out or need cash so are willing to sell some assets. 600 is where all the speculators are. This is where all the large spectrum transactions are going to be taking place in the future.
  10. You won't be charged roaming while in the USA. Period. End of story. Turn on data and enjoy. Talk and enjoy. Text and enjoy. VZW/ATT data will be slow/unusabled and you only have a 100MB bucket. After this bucket is used you are cut off. Everyone else data experience should be usable and treated as if native.
  11. How big is the marketing department? It is less than 5% of that number. Say it's 200 people, less than 10 people got laid off/fired. Yeah...
  12. For LTE yeah. Sprint has real 5G NR, just like everyone else. The difference is VZW/ATT/TMobile are aggregating multiple (4 and 5) 50/100MHz channels. Sprint is deploying 60? MHz for 5G. Nothing wrong with the 60Mhz since we are talking UHF vs K/Ka bands. Pros and cons to both deployments.
  13. The idea is someone wants a 4th carrier to be happy. Selling Boost as an MVNO doesn't make a 4th carrier. You need a network. Boost might fail, might get bought out. Wouldn't matter too much because a huge network is about to be decommissioned anyways.
  14. You don't want to force TMobile/Sprint to spin off assets to create a new company but you want to force Dish or Comcast/Charter to enter the markets as a 4th player (their own network) as part of the merger? Right. Boost, PCS and a network. As you read in my post ( I hope ), that any would be decommissioned site goes to Boost ownership. As we know, there is plans to decommission tens of thousands of cell sites and rack spaces. These leases and equipment ownerships would be transferred to Boost.
  15. This is well outside the scope of the merger though. Because Sprint/TMobile want to merge, you can't force Dish or the cable companies to become part of the deal or force some action as a result of the merger.
  16. So Im on Freedom unlimited. It is $65/line1 and $45/line2 = $110. $10 off for autopay. $10off for corporate discount. I pay $90+tax. I get 50GB Hotspot, and 8Mbps video steaming speeds. So I'd get Magenta Plus which would put me at $140/mo for two lines (includes autopay). The maximum discount I'd get is $30. Puts me at $110/mo flat. So I'd save $7/mo due to the $17/mo I pay Sprint in taxes. My line is paid off and then the S10 on lease still has $787.49 on it. Will I get to do a clean trade to a TMobile S10? Don't want to owe anything to Sprint on the phone.
  17. How would any anti-trust case be successful? Going from 4 to 3 is still no monopoly. It is still far away from being one. And the chances of any of the 3 carriers merging is nill. Is there a point in anti-trust lawsuits that says you can only have no less than 4 direct competitors? I don't think the grounds of a monopoly would be very sound when each carrier will essentially have 33% of all subscrubers. In light of competition, there isn't any really even now. I don't call the carriers being the same price to $20 difference depending on your plan (non-promo) competition. The only way I'd see competition increasing is if the merger happens, New-TMobile gets to a 1:1 parity in coverage, has way more 5G coverage and speeds 2x or 3x faster than VZW/ATT. Then on top of this, they seriously drop prices. This is the only way that TMobile will be able to hugely and negatively impact VZW/ATT subscription levels. No one cares to switch if they are only going to save 20 bucks. Is the big and serious concern really on the MVNO front? Wont the combined company have like >80% of all MVNO subscribers? This is why there are talks to spin off Boost? Instead of just spinning off Boost, that should be an independent subsidiary (where they own at least a majority) that gets all would be decommissioned sites. Boost gets say at least 10x10 of PCS, maybe some SMR and BRS/EBS. Once New-TMobile is done integrating the two networks they sell it. If no one buys it, they spin off Boost debt free with $5billion in cash. Whether it is sold or just spunoff they have a 7yr dirt cheap roaming agreement. Loads of different ways to handle concessions. If it happens, it'll be very interesting to read the bullet points of all the concessions.
  18. Seems like a slap in the face really. Doesn't Ligado own 34x34 (entire LTE B24) but GPS sits right in the middle. How much more do they own? B24 goes up to 1660.5MHz. This win is 1675-1680MHz. Not even close to B24.
  19. How much would they really lose? Say you sell Boost Mobile and MetroPCS, they are still going to use your network. They are still going to be paying New-TMobile. :/
  20. This is a load. 5G is not about servicing rural communities. LTE has been able to do this forever. TMobile does not need Sprint and their spectrum to do this. TMobile is as spectrum constrained as VZW. They can compete better because VZW fixed-wireless plans suck. TMobile could start doing full rural buildouts. They could use 5GHz like WISPs use all the time. There is loads of 2.5GHz left in rural markets that TMobile could have and still can be buying/leasing up.
  21. Here is some 900MHz for mobile broadband, maybe just for CI. Would be a 3x3 block at 897.5-900.5 / 936.5-939.6 initially between reallocation of 896-901 / 935-940. If future need warranted, they have the option to add a second 1.4x1.4 channel. This possible 10MHz for LTE would put this in LTE Band 8. https://docs.fcc.gov/public/attachments/DOC-356298A1.pdf IIRC Sprint owned 3x3MHz in 900MHz range. What frequencies was that at?
  22. The problem here is New-TMobile will get to charge whatever they want. TMobile and Sprint have been able to do what they have on limited capex. There will be less need to be resourceful, innovative, offer more for less. Sure there is a verbal "promise". Even if the Feds make this verbal promise a binding physical contract, that will expire. Look at the Charter/TWC/BH merger. Feds limited Charter from doing data caps for 8yrs. Guess the first thing they will do once those 8yrs are up. Add data caps and data overages. After the merger, the first thing New-TMobile will do as soon as soon as any contract is up (even if they bother to honor a verbal contract) is raise prices. It always happens and this will be no different. A New-TMobile could easily charge more than VZW/ATT and still be fine even if they stop attracting customers the shareholders will love the increased rates and the stock will still go up. I'd rather have two companies that have some constraints vs three that can get away with whatever they want.
  23. So they could still do three blocks off that, beings that it would be 5MHz blocks instead of 6. It would be just like Lower 700MHz except with 1MHz guards on both sides maybe. Or even like 600MHz, 10/11MHz in the middle of guard band. Looking at it, why does 700L allow for 12x12 as usable DL spectrum between the links, but the 600MHz guard band is just that, guard band.
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