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RedSpark

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Posts posted by RedSpark

    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

    55 minutes ago, dkyeager said:

    https://www.foxbusiness.com/media/makan-delrahim-ajit-pai-meet-friday-to-discuss-t-mobile-sprint-deal-as-doj-decision-looms

     

    “The Delrahim-Pai lunch meeting was held at Washington, D.C., restaurant Central Michel Richard. People with knowledge of the meeting say it’s unclear if Delrahim was persuaded by Pai’s arguments in support of the merger.”

    Quintessential DC Power Lunch, but I hope this wasn’t billed to the taxpayers. They could have gone to Pret or Panera and had the same conversation.

    This Town is such a caricature of itself.

    I really don’t want this merger to go through. Having four carriers ensures enough market competition. There’s no going back if we go to three carriers. I don’t care what divestitures or assurances are given. It won’t matter.

    • Like 1

    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

    2 hours ago, dkyeager said:

    Considering that Sprint reportedly has spent $345 million so far on the merger, $600 million might just bring them back to even.

    It certainly could!

    Nobody will ever do the kind of breakup fee that T-Mobile had with AT&T again.

    I’m still in disbelief that AT&T agreed to that arrangement: $4B to $6B depending on how you value it.

    https://dealbook.nytimes.com/2011/12/20/att-and-t-mobile-whats-2-billion-among-friends/

    It literally saved T-Mobile.

    • Like 3

    Network Vision/LTE - New York City Market

    in Markets

    Posted

    20 minutes ago, dkyeager said:

    A lot of the press believes we won't see it until January 2020 or later.

    If that’s the case, I don’t think we’ll see a 5G device on T-Mobile until then. I can’t imagine T-Mobile wants to launch a 5G device which lacks support for its 600 MHz 5G.

    • Like 1

    Network Vision/LTE - New York City Market

    in Markets

    Posted

    6 hours ago, mirskyc said:

    I've been thinking about this but I might wait for the S10 5G and sell my S10+. Or if they have a really good trade in promo for my S9 again. I kept my S9 when I bought the S10+ even though they offered $550 and it's barely worth $400 online.


    I used to be a fan of LG phones but when I switched to Samsung I realized I had been missing out.

    Sent from my SM-G975U using Tapatalk
     

    The S10 5G doesn’t have lowband support (600 MHz) for 5G. The Qualcomm x50 Modem doesn’t support it. It’s a first generation 5G Modem and requires a separate LTE Modem. So the S10 5G will only support 5G on T-Mobile where it has deployed Millimeter Wave.

    The next version version is Qualcomm’s x55 Modem, which is an absolute monster. It uses a single chip to support from 2G to 5G and from 600 MHz to 6 GHz. (With some luck, this is what we’ll see in the iPhone 5G next year. I can’t imagine Apple would want to have two separate Modems in its devices.) We’re likely to see this in the next Samsung Note this Fall.

    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

    11 hours ago, Mercurial1 said:

    Plus sprint will have to reimburse some of TMobiles merger costs if it doesn't go through.

    Sent from my SM-N960U using Tapatalk
     

    Here’s info on this: https://www.fiercewireless.com/wireless/t-mobile-sprint-odds-and-ends-breakup-fee-washington-reaction-vendor-implications-and-more

    “As noted by Axios, Sprint and T-Mobile won’t have to pay a breakup fee if regulators from the FCC or Department of Justice manage to kill the proposed merger. However, according to documents the companies filed with the Securities and Exchange Commission, T-Mobile would owe Sprint $600 million if the company decides to walk away from the transaction, among other circumstances.”

    I hope it goes right to capex or paying down debt.

    • Like 1

    Official Tmobile-Sprint merger discussion thread

    in T-Mobile Merger/5G NR Deployment

    Posted

    13 minutes ago, tommym65 said:

    The story is behind a paywall.  Could you summarize it or cite an alternate source?

    Thank you.

    It’s citing a recent filing that Sprint submitted which shows this cost.

    Sprint 10-K: https://s21.q4cdn.com/487940486/files/doc_financials/quarterly/2018/Q4/6e85121b-8fd4-4683-9245-773404e6fa25.pdf

    See Page 34:

    “We also incurred merger-related costs of $346 million , which were recorded as selling, general and administrative expenses in the consolidated statements of operations. We expect to recognize merger-related costs until the Merger Transactions are completed.”

    In comparison, Sprint lost $180 million on the abandoned monopole build strategy: https://www.fiercewireless.com/wireless/sprint-lost-180m-abandoned-monopole-network-buildout-plan

    • Like 1

    Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread

    in General Topics

    Posted

    9 minutes ago, ingenium said:

    Either there was a super low signal, or B41 LTE was very congested. While 5G was empty. Not really impressed with the 5G speed seeing as no one else was on it. Maybe the site doesn't have enough backhaul?

    And that definitely looks like B41 LTE for upload on 5G.

    Sent from my Pixel 3 XL using Tapatalk
     

    Either way though, 5G is doing what it’s supposed to do here.

    They should add capacity to that LTE site, if it’s picking up a different one.

    I seem to recall that the footprint for 5G from Massive MIMO sites will essentially be the same as the LTE footprint from them, given that Sprint is using similar frequencies and running it off of the same Massive MIMO gear. Of course, not every site will be Massive MIMO.

    • Like 2

    Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread

    in General Topics

    Posted

    1 hour ago, cyclone said:

    To all the people crying about VoLTE availability on certain existing phones and trying to relate that with the requirement for VoLTE being turned on for access to 5G need to realize that none of the devices they are crying about will ever see 5G and none of the 5G devices will have to "wait" for VoLTE to be accessible in settings. Two unrelated things. As for VoLTE not being nationwide, neither is the current deployment of 5G

    Taking your statement on its face. What do you expect the uptake for 5G devices to be on Sprint as part of the customer base?

    The LG V50 is the only 5G handset on Sprint until the Samsung Galaxy S10 5G launches. Note that the LG V50 is only available in the four initial 5G Launch Markets to start off.

    We probably won’t have an iPhone 5G until Fall 2020 given the Intel/Qualcomm issues, in addition to the fact that 5G isn’t widely available enough for Apple’s liking. Of course, VoLTE is supported on iPhone 8 and later models, so that’s not a concern here.

    So yes, some folks will upgrade to these 5G devices and have VoLTE right away.

    In short, there are more current customers who have relatively current devices like the S9/Note 9/Pixel 3 series who don’t yet have VoLTE supported than the people who are upgrading to 5G devices.

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