laqn1283
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Everything posted by laqn1283
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Because of covenants of how much softbank can spend on Sprint, I believe that is the real reason why Masa is talking to Buffet and Malone. One scenario I can think of is for Malone and buffet to buy each 1/3 of the Sprint shares from Softbank. With roughly 20 billions Masa receives from that exchange, he can replace most of the bonds that carry 7 to 9 percent interest rate with 3 to 4 coupon bonds. This moves alone will save sprint 1.2 billions in interest expense yearly which can be used for capex.
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http://investorplace.com/2017/03/t-mobile-us-inc-tmus-needs-merge-sprint-corp-s/2/#.WRYPu9Tytkg I posted link to this article because there is a paragraph in there that mentions that tmobile is not prepared for 5g because they lack the fiber necessary for I guess for small cell backhaul. Whereas, verizon and att are way ahead of tmobile and sprint in term of fibers. But Sprint has a way around this problem mainly because of the amount of spectrum it has but also sprint has been installing massive mimo. Can anyone confirm if any of this is true?
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With all these small cells popping up, how will sprint handle the backhaul? fibers will be expensive. Verizon and att have large network of fibers installed already. Sprint and Tmobile will be not able to compete when 5g arrive. Even the cable companies have more fibers close to premise than Sprint or tmobile. Any idea how Sprint approaches this problem?
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I realized a lot of people looking at the stock performance yesterday and concluded that sprint must have done terribly last quarter. That is far from the truth. This is the first time in a very long time that service revenue increased sequentially from previous quarter. And this shows that even with very low capex, Sprint was able to add postpaid phones and increase revenue. On top of that, looking at the recent rootmetrics reports, there are quite a few cities where lte speeds increase significantly. But the most promising aspect of all this is that we are still in early inning, and sprint still has many tools which they just begin to utilize to increase its network performance such as hpue, magic box and small cells and these are not really available to other carriers.
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conference call at 830 AM eastern time. Here is an interesting note: last year same time, total postpaid add for the 4 carriers was almost 2 million. For the 3 carriers that already reported this year, total net postpaid add is about 0. If we extrapolate, then sprint should add about 2 million postpaid phones. However analysts only predict 50K
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I guesss Verizon and att think the same about the 600mhz as sprint. Verizon did not spend a penny even though per customer, they have the least amount of spectrum. This alone vindicates sprint's decision to stay out of the auction. 5g coming and all the technologies coming out out to make higher frequencies more efficient, it does look like there is better way to invest in the network than spending billions on spectrum that you cannot use for another 4 years. In addition, son really believes in one web concept of delivering LTE to rural areas. We won't know if this is true for another 2 years. But if it is, then all that cash spending on low spectrum will be useless.
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I guess what I really meant in my original question is that since hpue increases coverage of band 41 by up to 30 percent, does this mean that sprint will need 30 percent less small cells than originally planned?