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bigsnake49

S4GRU Member
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Everything posted by bigsnake49

  1. He totally avoided AJ's tweet: @john_legere Meanwhile, T-Mobile hasn't done likewise in 7 yrs since the AWS-1 auction. That is my objection in the interest of fairness.
  2. Well he kind of deflected on the T-Mobile part of AJ's tweet. He continued to attack Sprint however.
  3. I do think that Dish's best bet is to sell their spectrum to AT&T. AT&T can definitely use the 700MHz E band in their aggregation scheme. As far as what they are going to to do with WCS and Dish's S-band spectrum I'm not sure yet.
  4. Well, there are multiple providers that bid for providing backhaul to Sprint for each market. Sprint chose the winners most probably by low cost and did not take into account whether they actually need to run new fiber or just use existing fiber. Sprint did not care as long as the fiber was there by the deadline. Now I don't know who's doing the project management, whether it's the deployment vendor or Sprint, but it is a matter of coordinating the fiber deployment and provisioning so that backhaul is there when you're ready to test it.
  5. Yes, and the possibility of acquisition is priced into the stock price which has gone up 50% since March.
  6. It is OK for me, my wife and my son, since we rarely go over 2GB. My daughter can go for the $70/7GB plan since she likes to stream.
  7. Patience grasshopper! They need to have stores in your area before they will offer service. I will sign up 3 lines with them that are now on AT&T.
  8. Yep, and of course nobody ever follows up to measure and verify those promised synergies.
  9. Yes, analysts love to hear that, but synergies are the hardest to quantify and of course the hardest to realize.
  10. There might be some savings, a billion here and a billion there, but I don't see $8B for this year, let alone for next year as well. I will be watching the quarterly earnings.
  11. Well, TMO has plenty of spectrum! What they don't have is coverage. 600Mhz spectrum will give them that. But it won't come in time. AIO wireless will put the hurt on both Sprint and TMO and they both will have to respond. From what I know, Softbank is looking at merging Sprint and T-Mobile. It will give them the scale to compete with the big boys.
  12. I'm going by what he said. See my post #707. He might be saying it for the benefit of his bankers, and there might be a cash infusion but I'm taking him at his word.
  13. See my posts #700, 707. I doubt it, since he's saying that they will finance it from operations. I just don't see it, unless their margins improve significantly.
  14. Softbank's 21.6 billion dollar takeover of Sprint includes $5 billion of capital to bolster the U.S. firm's balance sheet. Sprint is supposed to pay for network investments out of its own earnings, requiring no additional funding from Softbank. Read more: http://www.nasdaq.com/article/softbank-set-to-invest-16-billion-at-sprint-20130707-00017#ixzz2YUm2jTe3
  15. OK, now that the deal is close to closing, what has Sprint gotten out of the deal? $5B which is not enough to finance the Clearwire deal and payoff Clearwire debt. So in essence, Sprint is not that much better off financially. Asset wise, yes, but debt wise no. I am slightly dissapointed. Will Softbank be able to finance further acquisitions? I just don't see how Sprint will be able to finance $16B in capex from operations. I guess I'm from Missouri. Show me!
  16. Well, it would not make financial sense, but if you want bragging rights, you have to pay for them.
  17. What do you mean about backhaul being a crutch. Unless they start acquiring fiber loops or companies that already have them, they need to get fiber from either the cable cos, local telcos (AT&T, Verizon, etc) or Level 3.
  18. Maybe expand their coverage to places that have no current native service with Sprint. Maybe even acquire some regionals.
  19. I have no idea. I might call them later on today.
  20. I just set up my friend with his first smartphone (an old iPhone 3G of mine) on aio ($55 for 2GB data and unlimited text, and voice).
  21. You mean Florida, where AT&T has at least 50% and T-Mobile has 11%?
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