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Everything posted by bigsnake49

  1. We don't unless somebody leaks something to the press.
  2. The combined carrier expects to save $26 billion in network costs and another $17 billion in other operating costs while increasing network coverage, particularly in underserved markets; and speeding up its expansion of 5G. Those network savings include $4.2 billion in opex savings from retiring Sprint’s network. New T-Mobile will add Sprint’s mid-band spectrum plus 11,000 cell sites to its network, and those will “provide it with enough additional capacity to meet the markets’ projected growth in data consumption and thus avoid the erosion in quality of service that would result from saturating its existing capacity.” https://www.rcrwireless.com/20200219/carriers/insights-from-the-sprint-t-mobile-us-merger-ruling-part-3 Dish “may utilize any and all cell sites that New T-Mobile would otherwise decommission, gaining access to tens of thousands of cell towers ready for almost immediate use,” and it will also have access to retail stores that New T-Mobile would otherwise close, so it can expand its distribution. Marrero also said that in addition to at least 20,000 towers that New T-Mobile will make available to Dish, Dish “has also identified and signed master service agreements for 32,300 towers that do not need structural reinforcement and thus could become operational in relatively short order.” https://www.rcrwireless.com/20200225/carriers/insights-from-the-sprint-t-mobile-us-merger-ruling-part-5
  3. Yep it's a go no matter what.There is another case pending against the merger. From the article above: "The merger also faces a legal challenge from the Communications Workers of America, which argues that the Federal Communications Commission exceeded its statutory authority in approving the deal. That case is pending before the U.S. Court of Appeals for the D.C. Circuit. Oral arguments have yet to be scheduled. Communications Workers of America v. USA, D.C. Cir., No. 19-01254, filed 12/5/19."
  4. The California regulator, which hasn’t set a date for a vote, has until July 12 to make its decision. The CPUC could vote on the deal at its March 12 meeting, Blair Levin, policy advisor at New Street Research, said in a Tuesday note. https://news.bloomberglaw.com/tech-and-telecom-law/sprint-t-mobile-still-need-ok-from-california-utility-regulator If the Californians are as smart as they think they are they would extract some concessions such as rural coverage and maybe contributions to some economically disadvantaged fund.
  5. CPUC T-Mobile/Sprint meeting scheduled for April 16th:
  6. I would like to see what the overlap is between USCC and T-Mobile.I think that C-Spire might be hurting more.
  7. I wonder if Dish will be deploying their equipment on decommissioned Sprint sites immediately or wait. From what I understand their capex for this year was going to be around $500M which will probably not be conducive to immediate deployment on decommissioned Sprint sites.
  8. Just remember that T-Mobile and Sprit are colocated on a lot of sites or the sites are very close. They will only use 11,000 of Sprint sites to host T-Mobile equipment for either capacity or coverage.
  9. Sounds about right. We know they have been stocking up on M-MIMO antennas and they will try to minimize the number of visits/climbs on the same site. So something tells me they will be probably be staging all the equipment somewhere in a warerhouse in a particular market and then hoisting them on each site. Roaming on each other's networks is a great first step towards integration.
  10. https://www.rcrwireless.com/20200224/analyst-angle/the-sunday-brief-device-transition-sprint-new-t-mobile
  11. My iPhone 10XR is and so are the all the models of iPhone 11. We will see if the iPhone 12 is a 5G phone or not.
  12. I have no idea what will happen to the third party stores. I guess location and volume should play a role or they could just let them all compete. Some of them could become Dish/Boost stores or Verizon/AT&T. There is sure to be some upheaval. We also don't know what role Amazon will play in this scheme with respect to Dish. I could see them reselling Dish/Boost phones bundled with service. They cannot be a Dish MVNO during the 7 years while Dish is an MVNO of T-Mobile.
  13. 4 official Sprint stores and 2 official T-Mobile stores or are some of them owned by third parties?
  14. I know that are as part of the merger Dish agreed that they will will convert a number of Sprint's stores into Dish stores.
  15. In our town, the Sprint and T-Mobile stores are within a quarter mile from each other. Something tells me they will close the Sprint store. Or maybe rebrand it as a Boost or Dish store.
  16. They are a project management company. They do have one product https://www.infinigy.com/products. My opinion is that they are the program management company in charge of antenna replacement and RHH install. I don't know if this is an effort associated with the merger yet.
  17. 5G is underperforming, and is underbaked both on the handset and the network side. The new Qualcomm chipset X60 is finally a chipset worth incorporating on the handset side.
  18. For those that are interested, Kelly Hill has been running a series called Insights from the Sprint/T-Mobile US merger ruling on rcrwireless.com. The judges ruling is a 170 pages long. In part 4 what stood out to me is that T-mobile has a network efficiency model (NEM) that it used to predict sector congestion in order to direct investment to alleviate it. It is used to predict traffic patterns over a a 5 year period. A version called the Montana Model incorporated a combined network model. The Montana Model calculated that New T-Mobile’s network marginal costs would be 1/10 of standalone T-Mobile and the value of its increased speeds would be more than $15 per month per subscriber. Sprint of course did not have such a model for its network and were flying by the seat of their pants. Why am I not surprised! Another nugget was the fact that by the time Claure came on board in 2014 Sprint was already $33B in debt and was losing $5B a year. That's when they decided on small cells and monopoles. But, "That plan, Marrero wrote, “failed massively.” Sprint, he went on, “installed only 2,000 of its projected 75,000 small cells and only one of its projected 35,000 monopoles, which was also removed in short order.” While that effort was failing, Sprint was only spending about $1.3 billion in traditional network investments, he said, while competitors were putting at least $6 billion each on their respective networks. In addition, Marrero wrote, Sprint is currently underperforming on its five-year infrastructure plan from 2018: it has deployed only 14,000 of a projected 24,000 small cells and only 200,000 of its projected 776,517 Magic Boxes. In 2019, it underspent the five-year plan’s network investment by about $1.5 billion." While underinvesting in its network, Sprint went on a massive price cutting and handset subsiding spree that denied the revenue to invest in its network. https://www.rcrwireless.com/20200220/carriers/insights-from-the-sprint-t-mobile-us-merger-ruling-part-4 Like I said, a fascinating series.
  19. All these cable cos and direct satellite cos are losing a lot of customers and I don't think it will stop any time soon. I can see ala carte as one thing that might stanch the flow out. At least Dish is trying the Sling skinny bundle technique. I can see me dropping cable altogether with their cable box rental and relying strictly on my Apple TV+HBO+ESPN+Disney+Netflix. Back to the subject at hand. I, along the rest of you can't wait for the merger to close so I hear the technical details about network integration and any new plans and offerings by the New T-Mobile.
  20. The merger will close with or without CPUC approval.
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