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bigsnake49

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bigsnake49 last won the day on October 23 2017

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About bigsnake49

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    iPhone6, Nexus5X, MotoG5 Plus
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  1. bigsnake49

    Sprint Tmobile merger Disc.

    Net debt $63-65B.
  2. bigsnake49

    Sprint Tmobile merger Disc.

    About $68B-$70B which is a lot lower than the $100B that Verizon has.
  3. bigsnake49

    Sprint Tmobile merger Disc.

    And about 55M customers. The whole thing is about scale. Yes spectrum as well but Capex spread over 120M customers is much better than spread over 55M.
  4. bigsnake49

    Sprint Tmobile merger Disc.

    Move the equipment over to their racks yes. Stop paying the rent yes. But totally decommission them, no. Remember T-Mobile has 65,000 macro sites. Sprint has 45,000. The merged company will have 85,000. So even if they add another couple thousand of new sites, they still will need new equipment so they can go from 47,000 to 85,000. So if Sprint and T-Mobile are on the same tower they will just move Sprint's equipment to T-mobile's racks. If Sprint is on a tower nearby they will also move them. If Sprint is on a desirable location that T-Mobile needs for coverage or capacity then they will add T-mobile equipment to that tower (they have identified 10,000 of those sites). The resulting company will have a hell of a network. They will move everybody to low/mid frequencies on LTE while they clear band 41 for 5G bu they will start adding 5G to unused spectrum on band 41 fairly quickly after the merger closes, and they get 5G capable devices.
  5. bigsnake49

    Sprint Tmobile merger Disc.

    It was probably part of the merger discussions. As in you better get your network in decent shape or the merger is off. Decent shape as in put band 41/26 on all your sites.
  6. bigsnake49

    Sprint Tmobile merger Disc.

    There won't be any divestments. Now there might be some horse trading between AWS and PCS. There might be a case where a 5x5 block might be non contiguous so it would make sense to sell it to the carriers near it.
  7. bigsnake49

    Sprint Tmobile merger Disc.

    There was a big round of spectrum swaps a year or two ago with Sprint participating.
  8. bigsnake49

    Sprint Tmobile merger Disc.

    They can definitely exchange their 10x10 with Verizon's 10x10 thereby creating a 15x15 block. Are you sure it has not been done? How old is this bandplan?
  9. bigsnake49

    Sprint Tmobile merger Disc.

    Have they not yet swapped spectrum in those markets with other carriers?
  10. bigsnake49

    Sprint Tmobile merger Disc.

    Hell, Sprint can get 20x20 alone once EVDO clears.
  11. bigsnake49

    Sprint Tmobile merger Disc.

    So, if this merger goes through and it seems that it will, the New T-Mobile will have a very nice swath of 30x30MHz of 1900MHz. However it seems to me that they will have to go through a lot of swaps again to consolidate it into continuous spectrum. Are there any other spectrum swaps that they might do to simplify things? Like lets' say AWS for PCS?
  12. bigsnake49

    Sprint Tmobile merger Disc.

    I guess they really want to reclaim the channels used for EVDO.
  13. bigsnake49

    Sprint to Begin VoLTE Soft Launch in September

    I just want them to put B26 on every site, particularly in the suburbs/exurbs. Sprint does not have the site density to do it on band 25.
  14. Sprint spent $1.1B on Capex this quarter. Are they doing strand mounts only with Altice? can they get in bed with the other cable cos to deploy strand mounts?
  15. bigsnake49

    Sprint Tmobile merger Disc.

    A big long article on how the merger came about: https://www.fiercewireless.com/wireless/complete-story-how-t-mobile-finally-reached-a-merger-agreement-sprint
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