Hmight

Yes, and those analysts were influenced by the results of AWS-3.  After that auction ended, all the estimates went up to account for this great jump in value from AWS-3.  As I said previously, if not for AWS-3, this would have been considered a success.

 

And as far as the Chairman is concerned, I remind you that one of the largest concerns were that supply-side participation (from broadcasters) would be diminished.  Of course he was going to sell it as a big deal to get them to come to the table.  Wouldn't you?

 

You are, of course, entitled to your opinion. 

 

- Trip

Sir,

1. My opinion is shared by many who spoke on hindsight, just like you are.

2. The broadcasters were pretty much got screwed by the FCC and Wheeler.  From being sold on the auction extravaganza to the 39 month timeline to move their airwaves.  

3. This spectrum is far more valuable than the AWS auction.  To say that this auction is still a success, excluding the AWS auction is just plain wrong.  Wheeler should have seen the demand was just not there.  Especially carriers just spent a crap load to acquire spectrum. 

Arysyn,

 

This is likely beating a dead horse but pleeaase stop writing such useless, verbally wandering posts. They are beyond highly obnoxious...Bordering on pointless. I can't tolerate reading this ish any longer. Learn to condense your flipping thoughts! Please!

haha...thank you! I just learned to skip his posts to be civilized.  It's like reading senseless thought after thought.  OMFG!

That figures, but we'll never hear that admitted from Legere.

uhh...that's a given! 

Flop is, of course, a relative term here.  If AWS-3 hadn't adjusted people's expectations skyward, this auction would be considered a huge success.  It's already raised more than almost any other auction other than AWS-3, and bidding is on-going.

 

 

I'm inclined to disagree.  While there were certainly people who would have liked to see 126 MHz reallocated, the fact of the matter is that given the market-based mechanism behind it, broadcasters would have had to believe their businesses to be worth very little money to make that number work.  You can find plenty of analysts and experts who argued 84 MHz was the "sweet spot" going back several years.  The FCC allowed 126 (then 114, and 108) to go forward because it didn't want to pre-judge the market, not because it necessarily looked like those numbers were going to be feasible.

 

When you say things like "than was originally hoped", the necessary follow-up is "says who?"  Different people "hoped" different things.  I can rattle off lists of people who wanted 126, people who wanted 84, and people who wanted the whole thing to collapse.

 

- Trip

uhh....It was a flop.  Let's face the facts.  Former FCC Chairman sold this auction like it was the "mother" of all auctions to the broadcasters and the demand was just not there for them from the carriers.  I can quote you a lot of analysts who expected this auction to generate a crap load of billions.  Noone, I mean NOONE expected the auction to get less than 20B.  To deny that this auction was not a flop is living beyond your reality. 

Sprint came in second. Im a little surprised by how well T-Mobile did considering their spectrum offering in this city. How did they achieve that?256 QAM and 4x4 MIMO?

 

Unfortunately for Sprint, they will always have situations like these happen because of their lack of mid and low band spectrum.

 

The snapshot pic is from Tmo.  Let's look somewhere with independent results.  Sprint is doing well even without MIMO and 256. 

Respectfully, I'll ask what your opinion is? I agree with your mention regarding how the rich will get richer, especially now that there is a political landscape which favors them. However, this is about wireless, not politics. So, I believe the issue is what can be mutually beneficial for both carriers and customers.

My opinion in wireless is the opposite of what you believe with net neutrality. I don't discuss politics.  

Well, I think this is good news, though I know not everyone will agree :

http://www.tmonews.com/2017/02/fcc-ends-investigation-zero-rating-services-t-mobile-binge-on/

"FCC ends investigation into zero-rating services"

 

I'm posting this here in this thread, instead of in the T-Mobile thread, since this affects all carriers. As I mentioned, I'm glad about this. I know certain kinds of regulation is important, but what the FCC has been doing in regulating wireless in the past several years, is overkill.

 

While I'm supportive of this news, it isn't enough, and hopefully more will change. I certainly would like for carrier executives to go visit Trump again and the new FCC commission, to negotiate changes in how spectrum is distributed, possibly even to redistribute the current spectrum, in order to develop a system more aligned between local markets among each of the carriers, so to lessen discrepancies (gaps) between them, which would simplify operations, as well.

 

However, I figure that is less likely to happen than carriers just continuing to swap spectrum, though I still think this would be a good thing for carriers to do besides just swapping spectrum. Also, I'm interested seeing it mentioned in the comment section of that TmoNews article, the notion of speedcapped plans. I'm very supportive of the idea, especially if it will reverse the direction towards audio/video streaming speed limits, redirected towards a Cricket-style singular speed cap for everything.

The rich will get richer. I definitely do not share your opinion. 

Can former Sprint subscribers take advantage of "new customer" promos? I ported out from Sprint to Cricket in July, but I'm thinking of going back to Sprint for the $50 Unlimited Freedom promo. Would I qualify as a new customer?

You are not a current customer.  Therefore, you will be a new customer.  Unless you have past dues bills that could trip you up upon porting back. 

I wanna see proof of that.

go do some research and read the earnings call transcript and news about Sprint. don't call for proof without doing your own research. 

Damn, that's a lot of debt coming due! No wonder they are not spending a lot on capex.

They have enough cash to spend more on Capex.  It's a matter of spending it to their strategy.  Marcelo has said just because they have money, that means they are going to spend like they did in the past.  It's a matter of spending it wisely (better ROI).  That's why they have been using more diverse equipment choices (small cells), rather than just put Sprint gear on every tower. 

Who received an HPUE email from Gunther yesterday?

 

AJ

yes

I have not looked real hard at the numbers but how come they had negative cash flow?

Negative cash flow is after interest expense of 600 million. 

Positive operating cash flow of 300 million. 

Liquidity of 6B on the books and lines of credit for another 3B.  They have 3B in debt due in 2017.   The way this is going, Sprint will be positive FCF in 2 quarters. 

Sprint reported 501,000 Prepaid Losses

 

This is basically what Sprint Postpaid was doing when Marcelo arrived as CEO. How is this sustainable over the long term?

prepaid is already port positive in December.  These numbers are from last quarter, stale data.  You have to look at the numbers and listen to the earnings call to see the direction of the company.  

That's why the stock is up this morning. 

That won't fly unless Verizon divests all their wireline including FIOS.

What are you talking about? This is a Trump administration. Anything is possible.

Verizon is already wanting to merge to Charter.  The industry is getting interesting very quick.  S stock is up, who am I to complain. 

Please explain why combining with Charter would help Sprint.   Most Sprint  customers do not live anywhere near Charter.

What do you mean most Sprint customers do not live anywhere near Charter? Charter owns TWC and Brighthouse aka Spectrum network.  Do you live in Canada? The wireline-wireless synergy is obvious and a good price point for Softbank to acquire. Tmo could only give them scale, but Charter gives them a strong backbone to build out a 5G network with less $. 

My prediction is Verizon and Dish, Comcast and Tmo, and Sprint and Charter. 

Why would Apple buy them?

It's the artists that are on Tidal.  They are also part owners. 

You buy their partnership.  Think MJ or Kobe, but on a smaller scale with many of those nba stars in one place. 

The earnings next Tuesday will tell the whole story. Whether Sprint is confident to actually spend money again or this could be a reckless spend.

However, the $200 million is actually a good bargain for 3 million users and the company is worth at 600 million.  If they were later sold to another company for 2 billion or more, this will be a prudent investment by Sprint and Marcelo. 

Speed test?

I hVe tested at about 4 3xca sites close to work and the house.

Speeds are about 70 to 100% more. Highest is 80 down and 12 up. I am going to hit the 2xca sites this weekend where i used to hit 100+ down to see anything has changed.

That URL says it's forbidden when I click it.

https://drive.google.com/open?id=0B6UAsbnz8SGqSzRpY2MxdmM3R2s

https://lh3.googleusercontent.com/RRAxbSXia3KbZA9C7fZP5pX-tLL60tQ0l2POBCdyisY0KVtcNpxe3gJCc6E4W1FuMk019ImHYpY3a0I=w1680-h960-rw

3xCA in Fort Lauderdale. 

software update for S7 is out this morning, android version 6.0.1. GET IT for 3xCA!

New York was awesome. 

I didn't do any speedtests, but I was in Midtown, uptown and downtown over mlk weekend.  I got signal (b26) inside the MET.   In my hotel on the 30th+ floor, I had b41 signal.  Everything loads so fast.  I was able to watch a video (480p) inside a theater on broadway during intermission. 

The market has some band 41 but very few towers are upgraded. Orlando and Miami markets recieved all of the attention last year. Im hoping Tampa, Jacksonville and the panhandle get it this year.

 

Sent from my SM-N920P using Tapatalk

I was in the Merritt island a couple weekends ago. All B25 10x10, no b41.  Speeds were more than usable. Hope jacksonville will get b25 10x10 at least by midyear.