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RedSpark

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Everything posted by RedSpark

  1. RedSpark
    The spin cycle is warming up. There’s more where that came from. I guarantee it. Put stuff like this in a phone call. Not a text/email.
  2. RedSpark
    https://www.seattletimes.com/business/sprint-executive-saw-future-price-hike-from-t-mobile-deal/
  3. RedSpark
    https://wmata.com/about/news/Wireless-service-now-available-in-all-Green-line-tunnels.cfm#main-content Progress!
  4. RedSpark
    Thanks. Flip of a switch or a software push to increase it? Hopefully new lines don’t have to be run.
  5. RedSpark
    That is certainly fast. However, it’s not heavily loaded yet. When Verizon is showing speeds of 1-2 Gbps, and once they place more mmwave sites which they have the money to do, Sprint will have to turn things up speedwise. Backhaul limitations is a reflection of budget limitations. Perhaps Sprint doesn’t want to have really high peak speeds lest it impact the merger?
  6. RedSpark
    Backhaul limitations or allocated spectrum limitations?
  7. RedSpark
  8. RedSpark
    https://www.fiercewireless.com/operators/sprint-counters-altice-small-cells-long-island-do-improve-speeds Good pushback by Sprint here.
  9. RedSpark
    That’s true. Sprint is in a good position with its 2.5 GHz for 5G. I only wish they had some more low band to complement it. It would apply to T-Mobile mmwave though right?
  10. RedSpark
    https://bethesdamagazine.com/bethesda-beat/government/revised-5g-antenna-bill-reignites-debate-in-montgomery-county/ About the meeting.
  11. RedSpark
    https://bethesdamagazine.com/bethesda-beat/government/montgomery-county-planning-board-supports-amendment-for-5g-antennas/ Some progress!
  12. RedSpark
    Any other news come out of this Town Hall?
  13. RedSpark
    That is encouraging. The service has definitely improved in the parts of DC that I frequent. However, when I recently ventured out to the MD suburbs and was in the areas along Maryland State Route 200 (Intercounty Connector), service and speeds were definitely lacking and need improvement. I need to venture down to National Harbor to see if improvements have been made there as well.
  14. RedSpark
    Here's T-Mobile's Official Press Release: https://www.t-mobile.com/news/supercharged-uncarrier-moves vs. Sprint Press Release: https://s21.q4cdn.com/487940486/files/doc_financials/2019/q2/01_Fiscal-2Q19-Earnings-Release-FINAL.pdf That's quite a difference. Hopefully Sprint hasn't put its 5G expansion on pause pending the merger. Shows what sufficient lowband and sufficient capex can do in my opinion.
  15. RedSpark
    Yup. It's probably also because they didn't want to be asked any questions about the pending merger. This is coming straight from legal.
  16. RedSpark
    I'm just stunned that Masa was willing to blow so much money on other investments (some of which imploded) when he essentially hobbled and devalued his Sprint investment without adequate capitalization.
  17. RedSpark
    I didn’t know T-Mobile ran its own backhaul. That’s interesting. Good question. If Sprint was ever given enough resources to run its own backhaul, it would have been a stronger competitor. There are rumors/stories out there about deliberate “incompetence” by the big two on Sprint’s backhaul orders. Are they true?
  18. RedSpark
    Small cells, while beneficial, seem like a sunk cost that was done for short-sighted budgetary reasons. I may be mistaken, but I recall these small cells being limited to 2xCA. I don’t believe they are upgradable to 5G either, as my understanding is that 5G is limited to Massive MIMO sites. Sprint doesn’t have that healthy dose of macro cells. These sites were put in as a band aid so that Marcelo could say that he was doing something, but this was all part of his bare minimum to nothing Network strategy for quite some time.
  19. RedSpark
    T-Mobile seems to do a better job of planning and deploying backhaul than Sprint has. I wonder if the New T-Mobile will have greater leverage or economies of scale for backhaul deployment.
  20. RedSpark
    Why did they do this?
  21. RedSpark
    Considering Sprint disclosed in the last earnings report that it has around 35,000 strand mounts or small cells deployed nationwide, I’m quite surprised that 19,000 of them would be on Long Island. Has the deployment of small cells or strand mounts helped in other markets?
  22. RedSpark
    Yup. Exactly right. "Spectrum of the Past".... That's a keeper, given the present situation. Here's what happened to the CFO who said that: https://www.bizjournals.com/kansascity/news/2018/01/08/departing-sprint-cfo-will-see-multimillion-dollar.html (He left on Jan 31, 2018. Not sure why he couldn't wait until March 31, 2018 to leave and get substantially more money.... Makes me suspicious that he was pushed out of Sprint. No proof, just a hunch.) It's just a shame what's happening here. This merger was/is so unnecessary. I can't imagine Dish would have managed Sprint worse than SoftBank has.
  23. RedSpark
    Have you been experiencing this indoors? Band 26 fills up quickly it seems, especially in high density indoor locations.
  24. RedSpark
    Were you on Band 26? What this shows in my opinion is that Sprint needed more low band spectrum, and that it should have bid on the 600 MHz spectrum instead of proceeding with a risky monopole strategy... and it's ironic that one of Sprint's primary justifications for the merger with T-Mobile is its lack of low band spectrum. Yes, Sprint could have deployed it by now with sufficient capex. Look what T-Mobile has done with it so far: https://www.businesswire.com/news/home/20191028005710/en/T-Mobile-Maintains-Unprecedented-Momentum-Q3-Sets-Stage Deployment of 600 MHz spectrum: At the end of Q3 2019, T-Mobile owned a nationwide average of 31 MHz of 600 MHz low band spectrum. As of September 30, 2019, we had cleared 231 million POPs, and we expect to clear spectrum covering approximately 275 million POPs by year-end 2019. T-Mobile continues its deployment of 4G LTE on 600 MHz spectrum, using 5G-ready equipment, with 1.4 million square miles already lit up, covering 200 million POPs in nearly 8,300 cities and towns in 48 states and Puerto Rico. Combining 600 MHz spectrum and 700 MHz spectrum, we have deployed low band spectrum to 311 million POPs. Currently, more than 26 million devices on T-Mobile’s network are compatible with 600 MHz spectrum. Failing that, Sprint needed to have a much more aggressive Airave/Magic Box deployment at major retailers across the nation to address its lack of low band spectrum.
  25. RedSpark
    If I may ask, what were your expectations for the quarter? To me, it seems the bottom is dropping out of Sprint. Not NEXTEL-level attrition, but the core of the company is disintegrating as represented by Postpaid losses. The network is improving but customers are still leaving or churning through. Churn is disturbingly high and if you look at Sprint's liquidity position, those maturities are also eating into what funds are available for CapEx. Although Capex has exceeded $1 Billion/Quarter for the past 6 quarters, it's still not enough/fast enough to get ahead of the curve in my opinion. The fat has finally been trimmed from the company, yes, and it's great to see how Sprint has optimized its digital channels, improved the website, and the My Sprint app. However, Masa never put in the capex funds that were needed for Sprint to be a true competitor. He seemed to have money for everything else: ARM, Boston Dynamics, Uber, WeWork, etc.
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