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Posts posted by RedSpark
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Barron’s take on the merger:
Sprint’s Merger With T-Mobile Is Taking Too Long. Why It’s Time to Worry.
https://www.barrons.com/articles/why-the-sprint-t-mobile-merger-is-taking-so-long-51554904750
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On 4/8/2019 at 4:24 AM, runagun said:
Who the heck wants to live in Overland Park KS? It's like the damn Truman show. Marcello couldn't wait to leave. Lol
Masa actually bought a house which neighbors Marcelo’s: https://www.kansascity.com/news/business/article42616254.html
It’s now on the market for $9.2 Million: https://www.bizjournals.com/kansascity/news/2018/11/18/claure-masayoshi-mission-hills-mansions-for-sale.html
Did he actually ever go inside?
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2 hours ago, dkyeager said:
Sprint has not seized the day. They would have gotten better coverage if they were first. Hopefully they launch the day of the first 5G phone release in the US that is not via an add-on.
Sprint would have been first if the capex spigot wasn’t turned off for so long.
It’s finally back on, but that was a couple years of no substantial network investment if I recall correctly. Heck, Sprint is still trying to get Band 41 to all of its sites (and Band 26 as well).
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Saw bringing the heat once again...
Sprint has a real opportunity to shine here with 5G.
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Looks like Dr. Saw just deleted that Tweet and posted a new one:
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Dr. Saw lays out the case for the merger...
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2 hours ago, S4GRU said:
I wouldn't say SoftBank starved Sprint of capex. They just never went out and borrowed more money for them. Which was always the hope. That SoftBank would bring a huge capital infusion. That did not happen as we know now. But they did clean up the house which also makes Sprint a healthier company to compete and even borrow money.
Robert
SoftBank stopped the bleeding, but it’s failure to follow on with a substantial capital infusion left Sprint listless, and unable to effectively compete post acquisition. This was so irresponsible and stupid. As a Sprint shareholder made me really frustrated.
I believe that SoftBank’s failure to do so actually weakened and devalued Sprint to such a degree that Sprint wound up becoming the minority merger partner, with T-Mobile in charge. Masa couldn’t have had this in mind at the outset or during his previous merger overtures. At no point did I hear Masa or Marcelo say anything about being the minority partner.
Sprint’s cleanup process could have happened under Hesse, and I don’t believe he would have gone along with Capital being held back. That’s why he was shown the door in my opinion. Marcelo was handpicked to be a yes man to Masa.... and here we are.
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7 hours ago, Thomas L. said:
Softbank in particular just wants to be rid of Sprint.
It's hard to believe it's come to this, but you're absolutely right.
Part of me wants this merger to fail just so SoftBank is stuck with Sprint on its ledger. Sprint finally got its house in order, but SoftBank starved Sprint of essential capex for years in the process. All of those network plans that Marcelo and Masa spoke of were complete vaporware.
Now Sprint has to do a traditional network build as the market analysts always said, and if this merger fails, it will need to do it on its own. Because of SoftBank's decision to have Sprint sit out the 600 MHz auction, SoftBank actually put its own asset in the unenviable position of having to build a 5G network without the propagation (and economic) advantages of low band spectrum should the merger fail.
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19 hours ago, tyroned3222 said:
Once they get to 80% and above I Believe they can say we are virtually complete with 2.5 rollout
Sent from my iPhone using TapatalkBack in June 2018 Sprint said that they “expect to complete the substantial majority of our tri-band upgrades by the end of fiscal 2018.”
(https://newsroom.sprint.com/triband-upgrades.htm)
The earnings call/report for the end of Fiscal 2018 should be in out about a month from now, so we’ll see what this actually means soon!
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2 minutes ago, clbowens said:
Yeah, I agree. Sprint should never again give a timeline for any work they do. Just say "It'll be done when we finish". That way, they can never lie about a timeline again.
What about a duty to the shareholders and what’s fair to other stakeholders?
People don’t invest in Sprint stock for the dividend.
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Sprint drops Target as a retail sales channel: https://www.fiercewireless.com/wireless/sprint-drops-target-as-a-retail-sales-channel
Guess the units weren’t moving there?
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24 minutes ago, dro1984 said:
When or why did you ever believe? Have they ever actually "finished" any project?
I didn’t think Marcelo would BS us to such a degree. I didn’t think Masa would either.
If 5G launches this May in the initial launch cities without VoLTE being officially launched, I won’t be surprised.
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59 minutes ago, RAvirani said:
Capex did not legitimately increase until just a few months ago. The necessary network investment for that came years late.
Almost nothing was invested in the network for the two years following that statement.
What possessed Marcelo to make such a proclamation? He had to know that Capex would be slashed, right? Did he expect to achieve this without Capex?
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Marcelo is quoted in the article (https://www.bloomberg.com/amp/news/articles/2019-03-28/sprint-claim-it-s-weak-without-t-mobile-draws-u-s-skepticism) (March 28, 2019)
Sprint Executive Chairman Marcelo Claure told Congress March 12 that Sprint “is no longer in financial dire straits but we still do face serious challenges,” including poor network quality that can’t be fixed due to shaky finances and a lack of appropriate airwaves.
“There’s no way that we can invest and be able to compete at the same level” as AT&T and Verizon, Claure said at a hearing.
VS.
https://www.cnet.com/news/sprint-ceo-give-us-two-years-and-our-network-will-blow-past-rivals/ (May 27, 2015)
"You can invite me back here in two years -- our network will be ranked No. 1 or No. 2," Claure said Wednesday at Recode's Code Conference in Rancho Palos Verde, Calif. He later clarified that he meant No. 1 or 2 in the major markets.
.....
What happened? How did he get it so wrong? Does this justify the merger?
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Posted a few weeks ago.
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Those were from earlier this month...
And this was from yesterday....
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Posted earlier this month.
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Mark posted this almost a month ago:
Great progress.
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Just noticed this on Mark’s Twitter Feed from a month back:
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More small cells. Yay!
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17 hours ago, lilotimz said:
[[[[[[nimbyism intensifies]]]]]]]
I rather not get into the politics of cell sites and health but a significant number of cell sites in the very flat central valley colocated on school grounds due to the presence of available structures like stadium lights or land available to build something inconspicuous like a flag pole.
A lot of sites are cleverly hidden out in the wild and most people won't notice them unless lookin for something to blame.
Sent from my Pixel 3 using Tapatalk
I agree with you.
What’s a feasible alternative for this site?
Marcelo Claure, Town Hall Meetings, New Family Share Pack Plan, Unlimited Individual Plan, Discussion Thread
in General Topics
Posted
Spot on.
Hopefully the Massive MIMO deployment is much more aggressive/saturated than the 8T8R deployment was at the outset.
I’m hoping this isn’t a “showpiece” deployment.