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Hmight

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Posts posted by Hmight

  1. Yet it does continue. And Sprint isn't on the edge of bankruptcy and still is even gaining customers. Because not everyone gets their service based on having a signal everywhere. Most do a cost/benefit analysis and figure signal and usability in the places they go most often against pricing and other factors. So, whether Sprint has service in the places that matter most to you will not determine whether they need to be bought out. It just determines whether you need to switch providers.

     

    I stream most of my music. Even a place like Washington State with sketchy signals from dense forests, hills and mountains. Buffering works great to queue ahead music for all those little gaps. You Midwesterners think you're supposed to have a signal everywhere. How cute. [emoji38]

     

    But Sprint has grown its LTE coverage every year. And this year, maybe more square miles than in a long time because of all the GMO fire ups adding a lot of rural square miles.

     

    Sent from my Nexus 6 using Tapatalk

    Amen

  2. Daughter attending Univ Michigan starting next month. We are a 15 year Sprint family (4 lines).

     

    We are currently visiting Ann Arbor. Is there something wrong with Sprint's service right now? Very little LTE service throughout the AnnArbor area.

     

    I happened upon the Sprint store in Ann Arbor's largest mall and was told by two employees that, yes, there are currently problems in Ann Arbor with some of the towers and work is ongoing.

     

    Any and all help and info is much appreciated.

    Not sure if its related, buy network acted up all day yesterday across the midwest. Things are back to normal now.

  3. All the talks about Sprint wants to merger with Charter based on Charter's fiber footprints. If that is truly the case, would CenturyLink and Level 3 offer similar assets as Charter but Masa can buy them for a lot less than what he would have to pay for Charter?

    Charter has more than just fiber. Think bundled services, great tool for retention. Think convergence...wire and wireless together, providing seamless multiple wireless services from one source.

  4. Question about the free year promo - does anyone know how long you have to have been a non sprint costumer to be eligible for the free year promo?

    We left to T-Mobile as I posted here bc of the price. But call quality at T-Mobile is aweful compared to sprint - lots of spots with dropped or nearly dropped calls.. areas with signal almost going away and having to have people repeat themselves. Considering coming back to sprint after four or five months with magenta. If i do this, I'll miss having open world on my account. :-/

     

    If you have unlimited freedom, I think (I could be wrong) it's better than open world for canada and mexico since you can use unlimited LTE.  As for other latin countries, I think you have to buy the speed pass, which is still reasonably low. 

  5. Sprint is paying only up to 650 per line.  So noone will be reimbursed for 650+. 

     

    Most people no longer have ETF fees since 2 year contracts are one. Those who do would not owe anywhere to $350 max ETF fee. For those who have installment plans (which I say is the majority phone uses now, the max they can claim is whatever the cost of their phones up to $650 a line. Unless you know the breakdown of the phones people are trading in to Sprint, you can GUESS all you want.  The trade in phones could be a majority of higher end Iphones or Samsung phones. Sprint could end up paying 400+, 500+, or 600+ for these phones. Sprint can resell these phones, but the cost to refurbish and resell must also be included.  These phones can fetch 100, 200, or 300 dollars a phone as used, but the cost sprint has put in could easily be another 50 per phone from time of trade in to take resell. You also have to add in the costs of marketing to get these customers.  The longer they have the phone the more the phones depreciate, this is another cost. 

     

    I would guess it could easily be 400 on average per user for Sprint to acquire these new customers.  Again, with ARPU is around $40 per user. That's why I think it makes sense for Sprint to choose the 1 year free service route for those who willing to do BYOD.  This also frees up some near term financing obligation for Sprint (pay upfront cost for lease or installment phones, cost to refurbish and resell used phones, marketing costs, etc.).  The idea that Sprint gained some "free" loading customers has near sighted reasoning. 

    • Like 1
  6. Up to 650 and part of that is covered by the customer trading in their old phone. Most people are getting far less than 650 and most of it is being covered by the phone trade it. If I had to guess, I would say this program adds no more than 200 to the cost of acquisition, probably far less.

     

    Sent from my LG-LS993 using Tapatalk

     

    When you say most people, you mean how many? Any numbers to back it up?  Why do you think it's $200 or probably far less?

     

    Also, the free year promotion was not marketed with any channels, so the marketing cost is minimal to none. 

  7. Just so you know, Sprint has been"selling service" for the last month and end of this month for free. Any new customer from a different carrier is not paying anything (for a year) but admin fees and couple bucks in taxes. Hence it's hard to see revenue spike, Unless some accounting magic.

     

     

    And must also know, they are not paying up to $650 per line that comes in, with an average of $42 ARPU on Sprint's postpaid, that's the same as having new customers paying for one year of service or more. Tmo is paying how much to pay off them phones to switch over??

     

    It's not accounting magic, but simple math without using any calculator tricks.  

  8. Surely, not from Sprint... I hope it'll be a good quarter. Don't think revenue growth will be there but with free service subs should be positive.

     

     

     

     

    Revenue growth will be there!  Equipment revenue will be there for sure. Service revenue will be tricky to predict, but with postpaid stable and prepaid is back, I am venture to say service revenue will be back as well.  

     

    The question is how Sprint fairs in this competitive market, more than 100k postpaid adds and 400k prepaid adds is be a good quarter in my book.  Remember Tmo give out free lines too with their promotions.  

  9. Ummm... no. That makes no sense and if SoftBank bought T-Mobile they would have exactly zero credibility in the market place. I can't even think of an example that even comes close to what you proposing.

     

     

    Sent from my iPhone using Tapatalk

    this is as wild as chasing goose in cyberspace. Your cap is on too tight. 

  10. There's actually a "back button". Swipe right from the left side of the screen.

    I know there's a back button on Iphone screen.  I was thinking he didn't like Iphone because there's not a "physical" back button. 

     

    The only reason I didn't like apple products in the past because they are overpriced.  Now Android products cost the same price, it's time for me to go to Iphone. 

  11. But there's no back button... If it wasn't for that I'd agree with you (but I'd still prefer Android even if iOS had a back button).

    lol. so, in other words, the back button is not really a concern for you.  I have 2 lines on IOS already and they seem to love it more than Android.  The back button never seemed to be an issue for anyone in my family that uses IOS. 

  12. T-Mobile is rolling out 600 MHz Spectrum this summer: https://newsroom.t-mobile.com/news-and-blogs/t-mobiles-new-600-mhz-network-rollout-begins-this-summer.htm

     

    Even though the FCC set a 39-month repacking plan for the 600 MHz airwaves recently sold at auction to give TV broadcasters time to move off that spectrum onto other channels, this seems very quick.

     

    I remember when Tarek Robbiati explained Sprint's decision not to participate in the auction: http://www.fiercewireless.com/wireless/sprint-cfo-robbiati-600-mhz-spectrum-past

     

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    “We did not participate in the 600 MHz (auction) not because we didn’t have money at the time, or we were under-resourced for it,” he said. “It is simply spectrum that is spectrum of the past. The world is moving toward high-capacity wireless data networks, and in that world the best and most efficient spectrum that is needed for that… is mid-band spectrum, the spectrum that we have, the 2.5 GHz spectrum.”

     

    Robbiati also noted that the TV broadcasters’ airwaves currently up for grabs may not be available for several years. The FCC has issued a 39-month repacking plan for that spectrum, enabling the broadcasters to move to other airwaves while their former spectrum is reshuffled for wireless use.

     

    “Why invest in 600 MHz spectrum if that spectrum doesn’t really cater for the future, and also it’s spectrum you cannot deploy for four years?” Robbiati asked rhetorically. “And it doesn’t have an ecosystem in support as widespread as 2.5 spectrum, which is the largest ecosystem in the world.”

     

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    Is T-Mobile running ahead of schedule or was this deployment schedule expected all along?

    They had come out with their 5G plan a while back with multiple phases to roll out 600mhz by 2020.  This is nothing new. The roll out is limited to parts of the country and not nationwide.  

  13. It isn't a dead horse now that you basically have all four officials talking about it. Furthermore, if you are an investor, this is when things get going. The stock price is up over 1% today, when the rest of the industry is down because of these remarks after the closing bell yesterday. And official news is definitely news that comes out of the mouth of a CEO at a tech conference in Miami. I do not get the hostility of talking about a process, especially when the person this thread is named after is giving the remarks. As much as I love the thought of 4 competitors for the sake of competition, it seems like in the end we will see a merger.

     

    The stock has been down the past 2 weeks, Marcelo speaking in Miami has no impact on today's stock performance as evident with the 1% increase, trading volume is under average level.  Not to mention Tmo stock is down today, not up!

     

    Just because any time there's a "news" article about a merger, does not mean it's news.  Masa has been talking about this even before Marcelo ran Sprint, and Marcelo is not calling any M&A shots.  It's not a process when it's been in the "news" since 2013/14, it's speculating.  Like I said, until there is a news release from Sprint or Tmobile outlining any M&A for the two companies, we are beating a dead horse.  At this point, Trump has better chance of getting impeached than a Sprint and Tmobile merger.  

    • Like 1
  14. It seems like it will happen at least some point down the road: https://seekingalpha.com/news/3273003-sprint-chief-claure-enormous-synergies-t-mobile-merger?ifp=0

     

    When your CEO starts publicly discussing it, they are working on something.

    CEO?? the Chairman has been discussing since he bought Sprint.  Unless any official news about the merger is out, nothing to further discuss.  Stop beating a dead horse. 

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