luvixuha
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Everything posted by luvixuha
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NYC has 20x20 AWS LTE. That's as wide as LTE can get. an extra 5x5 wouldn't really make too much sense (carrier aggregate an additional 5MHz down? You can do that already with Band 12 in NYC.)
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T-Mobile and Sprint trade PCS frequencies: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=292760680&attachmentKey=19875691&attachmentInd=applAttach "Highlights for T-Mobile PCS contiguity: Cleveland/Akron/Lima, OH 10+10 Rochester, NY 20+20 Jacksonville/Orlando/Saratosa/Daytona Beach/Gainsville, FL 20+20 El Paso, TX 20+20 Harrisburg/York, PA 20+20 Spokane, WA 15+15 Savannah/Macon, GA 20+20 Some Sprint PCS contiguity gains: Rochester/Buffalo, NY 20+20 Jacksonville/Orlando, FL 20+20 Harrisburg/York/Lancaster, PA 20+20 Saratosa/Gainsville, FL 15+15 courtesy of /u/50atomic on reddit.
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They already have 15+15 AWS LTE active (all of their AWS), and they have 15+15 of PCS holdings... I suppose they could do 15+15 PCS LTE if they shut down everything... but a 10+10 LTE channel would be more likely with 5+5 HSPA. 700 would be LTE, of course.
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The forms were filed with the FCC. Cavalier: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=1760253836&attachmentKey=19870559&attachmentInd=applAttach Continuum 700: https://wireless2.fcc.gov/UlsEntry/attachments/attachmentViewRD.jsp?applType=search&fileKey=965496873&attachmentKey=19871053&attachmentInd=applAttach
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T-Mobile is the natural buyer of the spectrum, it's just a matter of time. Laser is forced to sell it, and AT&T can't buy or use it. Verizon doesn't have or want A-block holdings. It wouldn't make sense for Sprint to buy it. USCellular doesn't want to roll out coverage in Chicago (they sold their other market holdings previously).
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Unfortunately, US Cellular exists. I'm sure T-Mobile will be going hard there in the 600 auction.
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I said nothing about concurrent operations agreements. Concurrent: adj. existing, happening, or done at the same time. T-Mobile filed for leases and also transfer of ownership at the same time. T-Mobile will be able to use the licenses now, instead of waiting for the FCC to finalize the transactions. If that process was only to take a few weeks, I doubt they would have bothered. I'm not sure that the FCC will be approving transfers of spectrum during the 600 quiet period, although that may only extend to the broadcast spectrum, I'm not so sure they'll be approving transfers of spectrum currently encumbered by the auction.
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You can see a nice map at: http://www.spectrumgateway.com/t-mobile-700a-spectrum Owned spectrum is in pink, pending transactions with FCC are in gold. They won't be finalized until after quiet period due to 600 auction, but T-Mobile filed for concurrent leases, so they can use the spectrum until FCC formally ok's it.
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T-Mobile officially purchasing all of the 700 A-block spectrum held by Continuum and Cavalier, as filed with FCC.
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I see today that C-Spire decided to sell licenses to T-Mobile. Good news for anyone living in the south.
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From the Gilat Skyedge II sales doc "TCP performance over satellite without special treatment is impacted due to the latency introduced by the distance between the Earth and the satellite. Typically this distance translates to a latency of between 240 to 280 msec, depending on where the sending and receiving sites are in the satellite footprint. This makes the round trip time due to propagation delay at least 480 milliseconds." Half second ping times are not going to make for a very good mobile experience. Delay in opening webpages is going to be reminiscent of dial-up.
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If by awesome you mean terrible latencies and limited bandwidth, then yeah, it will be real awesome.
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T-Mobile just picked up a bunch of new 700 spectrum. Probably all of the Continuum & Cavalier, plus another block or two elsewhere. John Legere is speaking about porting ratios right now, they've ported positive against Verizon and overall against the industry, but he didn't mention AT&T or Sprint port ratios (but likely positive for both). edit: He just mentioned that people think that most of the porting adds are coming from Sprint, but that AT&T has lost 1.5 million branded postpaid subs just this year, and that a surprising number of people are moving to T-Mobile from AT&T.
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Exactly. You don't look back, you only look ahead. And when you're number one, you keep beating yourself year after year. If you start worrying about people smaller than you, it's already too late, you're done.
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IIRC, Sprint carries their spectrum on the books at around $40B. That includes 800 and PCS, but if you dug out old financials pre-clearwire you could probably figure out how much is 2.5GHz based on how much the rest was... or get a ballpark.
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http://hosted.verticalresponse.com/399813/b602aca648/1727513141/a32ec9836d/ Sprint's new plan: Network Suicide
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Looks like the advanced earnings call sparked investor confidence. Lets see what the numbers say.
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Sprint down another 9.66% again today as of this writing. Telecom sector only down ~2% right now. Hope everyone got out when they had the chance.
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You'd still own the company unless they filed for bankruptcy. They could go OTC and just not be traded on NYSE anymore, or they could attempt to go private and buy you out (probably for a small premium over what the stock was last trading at).
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T-Mobile in 2011 into 2012/early 2013 had the cheapest plans in the industry, yet they were bleeding customers. Being the cheapest does not translate into market growth. AT&T is going to be spending heavily in the auction, as is Verizon to a lesser extent. And Verizon is not playing in the same pool, the spectrum screen keeps T-Mobile from having to compete with big red in 95% of the country, and keeps AT&T from picking up reserved spectrum in virtually any urban area. T-Mobile is going to walk away with a solid pile of spectrum, and their spend (up to $10B) is not going to affect their ratings with their credit agencies.
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"It has to go up!" and "It has nowhere to go but up!" is a fallacy. The stock is a risky hold until their financials come out. Even then, consensus is negative EPS, and the street thinks they may even do worse by a penny or two, which isn't likely to make the stock go up. The stock is not likely to pop. Sprint has an non-negligible risk of being delisted. The telecom sector is up 0.15% today. The Dow and S&P are both up slightly. Verizon and AT&T are each up 1-1.5%. T-Mobile is about even, and Goldman Sachs boosted their target price to $47/share today. (Personally I feel that T-Mobile is about a $40-42/share target.) Sprint? Down 7.49% as of this writing.
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I've had no issues with VoLTE. Luckily Sprint has reached a settlement and is going to be offering LTE to all those schools and libraries. They should be able to decommission WiMax soon.
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Sprint hit historic lows in morning trading, $2.93. Currently trading below $3.
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Q/Q churn results may not be telling the full story because of cyclical trends, so Y/Y churn may be a better indicator. If they drop from 2.3 to 2.1% Y/Y then that is something you should look at as a slight positive.
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Softbank only owns 83%. They can buy some more shares at $3 to try and support the stock for at least a day or two...
