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Hmight

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Posts posted by Hmight

  1. Wouldn't that average out the results? If anything, it shows that the carrier is doing much better than anticipated if users are using a lot of bandwidth testing their speeds. There's nothing biased about it.

    What Paynefanbro says, and speedtests say nothing about coverage. It just tells you a group of people with really good data or bad data. It doesn't tell you when those same people have NO data. That's why I believe rootmetrics more.  

  2. Just when you'd walk into buildings and drop off LTE. It was a common issue for as long as I had them. And they never turned B26 up so it never went further than B25 in range and barely further than B41.

    What are you talking about? What phone do you have? I never had data problems in chicago.  I was in the basement close to the south side of chicago and still can pull b25 at 10mhz or clearwire b41^2.  I haven't seen b26 for a while now. 

  3. Lol oh Masa. I swear I have a love/hate him. I doubt this will happen (only because of his failed promises in the pass) however it seems Sprint is not a huge burden of SoftBank anymore so maybe Masa will invest more into Sprint.

     

    Also with Sprint partnering with Gilat for sattelite LTE backhaul, that will give sprint to deploy LTE quicker in rural areas.

     

     

    Softbank has already invested billions in Sprint through various financing vehicles the last couple years (LeasingCo and SpectrumCo) to improve Sprint's balance sheets.  If you think Masa is just going to open his wallet and pour billion of dollars into Sprint network, that's not going to happen.  It seems he has a plan to beef up the network with unconventional ways for the years ahead.  Analysts have a field day with Sprint, but as long as Sprint is improving its network ranking. Masa will have the last laugh.  He had done it in Japan and he would like to replicate it in the US.  Analysts are not known for creativity.  Analysts love to criticise when they see things astray from their conventional wisdom.  That's why they are "analysts" in the first place and do not work for the telecom companies.  

    • Like 1
  4. Paramount Pictures used to control a movies production, distribution and the exhibition (the theatre). In 1948, the Supreme Court ruled that level of vertical integration violated anti-trust. One could argue this merger could be a modern day version of this integration. Time Warner/ATT could in theory control HBO (production of a movie) and then only allow it to be shown on U-verse/ATT wireless devices.

     

    https://en.m.wikipedia.org/wiki/United_States_v._Paramount_Pictures,_Inc.

    If the regulators want to block this merger, they will find a reason.  Drag it up to the Supreme Court will only benefit the lawyers.  Democrats tend to be more anti-conglomerate mergers. Assuming Clinton will will the election, the chances for the merger will be less than under a Republican president.  It will be interesting to see how this will play out. 

  5. Horizontal/vertical integration and strategic or even anti competitive conglomeration do not necessarily equal monopoly.

     

    AJ

    Horizontal integration is purchase of someone in the same business arena.  Vertical integration is purchase someone up a business/supply chain.  Time Warner is a content producing company, and T is a content provider company. Thus, monopolistic concerns are less in these acquisitions, but doesn't mean there aren't concerns with T and Time Warner merger.  I expect this will sail through after rigorous review by regulators and intense lobbying efforts from T and Time Warner.  

    • Like 1
  6. AT&T is a very smart company planning big things for their business. Although ny only concern with this deal is if it'll leave them with enough money to make another move at T-Mobile, something I really want them to do and think they will try to do eventually, in order to have their network nearly perfected

     

    I seriously doubt Comcast will ever go after T-Mobile. My thinking is that Comcast and Verizon will merge eventually, as they have a close business relationship. Some high-profile analysts have speculated on this happening, and think its a match. So do I.

    Sometimes I question the logic in your thinking and any connection you even attempt to make with reality.  At the current conditions and preceded events, the only event that COULD happen is what you "seriously doubt" will happen.  I will bet any amount with you on it.  Tmo and ATT will never happen for obvious reasons. Comcast and VZ are almost of equal size (150+ Billions in market cap each). Combining 2 companies of this size will raise red flags as soon as the topic is discussed.  Comcast would be wise to go after Tmo if they want to further their ambitions, at a steep price but Comcast can afford. 

  7. 48 million dollars that's a lot of money

     

    Sent from my XT1575 using Tapatalk

    It's more of a joke. They only pay like 7.5 million and the rest is to help poor students and discounts on accessories.  I guess Tmo is joining the helping the poor students train, but obviously not by choice.  I love how legere is "taking" credit for helping out students on twitter.

  8. Sprint stock doesn't seem to like this news this morning. Started high now dropping.

     

    Could be anything, short sellers to people cashing out.  Network expenditure has not picked up from the last quarter, but I doubt this triggers the sell off. 

     

    Any case, all signs point to Sprint is growing and adjusted FCF is positive with this momentum.  Stock has nowhere to go but up. 

    • Like 1
  9. Reading the 8-K filings it looks like total platform churn of 1.52% improved by two basis points year-over-year. So it actually decreased from the 3rd quarter number last year. 

     

    Here's the filing for anybody who wants to read:  https://www.sec.gov/Archives/edgar/data/101830/000119312516740226/d268385d8k.htm

     

    Progess, this is awesome.  I expect postpaid numbers will continue to grow with the new tablet unlimited plan.  Adjusted FCF is also looking to be positive for the year, possibly a change in guidance next week.  

  10. This one includes optimized data while the others don't.

     

    I am aware of that. But seriously, I feel sorry for those who will pay for 6GB of non-optimized data at $55 a month (that's a few movies a month).  It's just absurd.  Sprint should just have one plan for tablet. $20 with autopay is cheap enough for everyone. 

  11. Well, okay.  Let's go over this.  1 million customers free users with 3GB data each is not an issue, but grandfathered customers that have been with Sprint for 5+ years paying for it is an issue?  As far as Capex goes, Sprint has the lowest out of the big 4 and is now giving away devices/service for what?  Tax breaks? Goodwill?  I'd rather them increase ARPU, focus on network upgrades and improve what customers are paying for.  Sprint's not a Charity, is it?

     

    I might just want to add a quote as well.

     

    The fact that you even question why should 1 million underprivileged users get free connection and why do you get nothing as a customer/shareholder speaks to more of who you are as a person than any negative substance you are trying to concoct.

     

    What if Sprint is a more charitable organization, what is wrong with it? More organizations should be more involved in charitable efforts. We live in a society that should care for one another.  Also, sprint has said this will cost very little them as an organization.  I think you refuse to believe anything is good with Sprint based on your experience. If that's the case, it's sad to see why you even care to come to a forum for Sprint avid users.

    • Like 4
  12. Flawed comparison.  The Jaguars cannot hold a candle to the Packers in history, quality, national following, etc.  Plus, Green Bay has Milwaukee.

     

    In the end, the Jaguars never should have existed.  Jacksonville was and still is one of the more baffling, boneheaded decisions that the NFL has ever made.  The NFL owners seemingly were ignorant of geography -- Jacksonville appears to be larger than it is because of the large population of Jacksonville proper, while the rest of the metro area is quite small.

     

    AJ

     

    Green Bay actually has the entire state of WisCansin.  Jax has Jax and may be Tallahassee. Not to even mention GB organization is more creative in running the team than Jax for a very small market team.  

    • Like 1
  13. Sprint would cost less as SoftBank would see it as an opportunity.... sadly

     

    But

     

    Comcast is very accustomed to building out large scale networks.

     

     

    Sent from my iPhone using Tapatalk

     

    I highly doubt Sprint is any less cheaper than Tmo. Sprint has stopped losing customers and is gaining customers by the hundred of thousands (with this quarter not to be any different if not better), and they don't need to spend money to acquire new spectrum.  It's a matter of time Sprint will turn FCF. Why would you sell a company with FCF, with more spectrum than anyone else, for less than your closest competitor who is profitable but has to borrow 6 billions from their parents company to purchase may be 20 mhz of spectrum. Tmo survival will depend on acquiring new spectrum to survive in the future of 5G. Tmo can gain thousands of customers, but they can also lose thousands of customers. Spectrum is finite and once its acquired, it is yours.  Tmo is only worth what their potential can hold. Sprint's spectrum holding itself is already worth more than Tmo when fully realized.  The more Sprint improves its network using 2.5 mhz. The more valuable that spectrum becomes. 

     

    Softbank is known for holding subsidiary companies over a long period of time.  They did want to abandon Sprint because the merger with Tmo didn't go through, but if anything, if Softbank is ambitious and they are, Softbank will flex its muscles to purchase another entity in the US to turn Sprint into a conglomerate. US is the second biggest telecom market in the world for Softbank to grow. Sprint is only 4 and they have a lot of room to grow/gain, even if it's a very competitive environment. 

    • Like 2
  14. And Tmo is probably too expensive right now..... sooooo sprint on the other...... or dishes spectrum

    Sprint is as expensive. I would argue even more expensive because of the spectrum Sprint has.  Comcast can always become a majority shareholder,  they do not have to buy Tmo or Sprint outright.  I can see Dish lease or sale their spectrum to ATT or VZ, or even Tmo. Comcast would be stupid to buy Dish's spectrum.  Comcast still has to build a network doesn't matter if they have a shit load of spectrum.  Building a network from scratch is not cheap. 

    • Like 1
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