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haasbat

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Blog Comments posted by haasbat

  1. I think Exline may be speaking of the H-block that may or may not ever come up.

     

    I tend to have a different take, though, on strategy. AT&T and Verizon have effectively played "small ball" scooping up as much capacity as they can, wherever they can. Sprint likes its continuity, like G block, H block, SMR. It simplifies, but I'd posit this, if it's even possible, that Sprint could start playing more small ball (like this deal & possibly even a full USCC merger), and then use the 700mhz and AWS assets to bargain with AT&T and Verizon. They may not want them now, but their value will only appreciate and the "bandwidth crunch" continues. Then, maybe in places where one of the other two Telcos has adjacent bandwidth Sprint could use, Sprint could swap, say, 20mhz of 700, for 25 or 30mhz in 1900? Or some 1700 even swap for 1900? (I'm not as well versed at who owns what, but with all the permutations and geographic limits, there's got to be some good horse-trading out there for all parties).

     

    Also, is it possible for some of the 850 that others own to run with the new 800SMR, so that could be an even swap? It's adjacent, but I'm not sure about the rules for co-mingling those different band types.

     

    I guess the more expensive option, is just to play for keeps, and not swap at all with other Telcos. Maybe sell and swap with other big stakeholders like cable cos?

     

    Personally, I like the idea of buying a sliver of property with a big fence smack dab between Boardwalk and Park Place.

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