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bigsnake49

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Everything posted by bigsnake49

  1. Verizon's bid may or may not be a red herring, but it provides a measuring stick. Just like Sprint's and Dish's bid for Clearwire. I like Hesse, but the formation of Clearwire and its governing rules was a majorly boneheaded move.
  2. How much spectrum did Verizon bid for? That will give you an idea of what Clearwire's spectrum is worth.
  3. He's not getting Clearwire and he's not getting Sprint. He does not want Sprint, he wants some concessions out of Sprint/Softbank. All of this bid activity is just that, to make himself annoying enough that he gets some going away swag. Hesse has made it no secret that he wants to merge with T-Mobile. At 96M customers he believes that he can compete with the big 2. I believe he's still lacking lower frequency spectrum, even with the SMR spectrum. One solution is to help the rural operators deploy lower 700Mhz Band A as well as SMR on their networks, then team up with them to bid on channel 51 in the 600MHz auction. A contiguous 12x12 block will be just what the doctor ordered for the combined T-Mobile/Sprint combo.
  4. Solinc's coverage is really freaking solid. If Sprint wants to duplicate their coverage, then yes. Where is this PTToLTE product you're speaking about? Oh, it's demo? When they actually have a working product over their whole network, then they can have Solinc test it.
  5. Sprint should just keep funding them until October then they don't need the 75% of the vote for merger. Just complete the Softbank merger and just wait these suckers out.
  6. It makes much more sense than anything else that I have seen proposed.
  7. Yeah, but have you run this idea by Solinc lately? I don't think they are OK with it. 2, 3 4 years from now, maybe. SouthernCo, want to be in control of their own destiny. I don't blame them, really.
  8. Well, I would like to see 800MHz LTE/1x on all current sites as soon as humanly possible. Of course, Sprint needs to close on all the currently pending deals and then push the pedal to the metal, as far as deployment is concerned. It will also help to have crews coming off the AT&T deployment roll onto the Sprint deployment.
  9. Since most of the SMR operations were local, it was OK for people to reuse part of the spectrum for one area and have the other part of the spectrum in an adjacent area. with a spatial reuse pattern that minimized interference without expensive filters. Now, my question is what is Sprint going to do with this spectrum after they shut the IDEN network down. Can they trade it to Southern Co in exchange for their spectrum in the Southeast? Can they sell bits and pieces of the IDEN equipment to local companies along with the 900Mhz spectrum?
  10. and for the always entertaining musings of one Tim Farrar: http://tmfassociates.com/blog/2013/05/20/i-am-serious-and-dont-call-me-shirley/ who was not aware of todays news but pegs the range of the Sprint increased offer.
  11. At the conclusion of this or soon there after, I want to see a plan of what Sprint aims to do with the clearwire network and the EBS spectrum leases. I don't for a moment believe that Sprint needs all that spectrum, unless they have a new business plan of becoming a fixed broadband provider and/or offer OTT video and not just to tablets/phones. If they do offer OTT video/video on demand, then I will be one of their first customers and ditch cable (if their signal can penetrate my Faraday cage of a condo). However, I do not expect them to do that. What I expect them to do is merge with T-Mobile and let Dish have Clearwire's network/EBS spectrum. Then Dish can have their triple play/VOD/OTT video play. The other question then becomes, what does Dish do with all of their spectrum, given that they just bid for Lightsquared's spectrum? Do they offer combined satellite/cellular voice on the L-spectrum, video for phones/tablets on the S-band and fixed broadband/settop OTT on the EBS spectrum?
  12. Sprint will take his plan D away but might throw him a bone with the Clearwire network and EBS leases. Count on it.
  13. CDMA provides for intercarrier handoffs. The American CDMA carriers never implemented it.
  14. I live on the 4th floor of a 7 floor hi-rise condo. My unit is an interior unit. Cement on top, bottom and pretty much on 3 sides. On top of that, the interior walls are metal framed. I live in a Faraday cage. I have to use 3 APs to get consistent WiFi throughout the condo. Do the cell companies owe me signal deep inside my condo? I believe not. I get suprisingly good signal from Verizon 3G and LTE, with worsening signal from AT&T, Sprint and T-Mobile. I am sure that if Sprint keeps their current site and puts LTE 800 on it, their signal will be very good. As long as my cable connection is reliable and it has been very much so, I will be satisfied. Outside, I will definitely expect to get great signal from everybody. Inside not so much.
  15. Clearwire will not go into bankruptcy. Sprint will fund them until October with convertible bonds. Again, I am of the rather firm opinion that Sprint should sell the EBS leases and Clearwire network to Dish, when Dish comes up with an offer that Sprint likes.
  16. Or wait until September or October when Sprint's agreement expires and then they only need 65% of the vote. Sprint already has those votes.
  17. It is based on 64 way MIMO. You could not fit 64 element MIMO in a 600MHz device, so 28GHz is probably the frequency where you could.
  18. The thing that a lot of you that propose that Sprint/Clearwire keep and utilize all of the EBS/BRS spectrum is that it costs a lot of money to provide backhaul for all that spectrum. If we assume 1Gbps for a 40Mhz channel and 4GBps for 160Mhz, are you willing to pay for all that bandwidth? How is sprint going to recover all their bandwidth costs and make money? They will have to become a media company and get into all kinds of ancillary businesses just to recover costs. They will have to comptete with the cable cos which will have an advantage because of their fiber costs. Now if they buy some metro fiber loops, then the equation changes. Even before Dish some of us were advocating that Sprint leverage some of that spectrum for fiixed broadband and telematics applications.
  19. I want to make sure that people don't misunderstand my podition. I am against the merger with Dish. I am for the divestment of spectrum and the Clearwire network to lighten Sprint's load. I am for efficient utilization of spectrum and effcient utilization of Sptint's network. I think that Sprint should merge with T-Mobile resulting in gobs of spectrum in the PCS and AWS spectrum. They will not need any of Clearwire's spectrum if they combine all their spectrum assets. They will need 600MHz assets.
  20. I know you guys are deadset against Dish. But I have yet to see what Softbank's plans are for Sprint and Clearwire. Clearwire has a lot of spectrum and I would hate to see most of it wasted. It cannot be all used for mobile. It will be extremely expensive to overlay all of Sprint's network with it. At least we know what Dish wants it for: fixed braodband, mobile and VOD/OTT video. What is Softbank/Sprint going to do with it? Are they going to become a media company? If they don't, they they should get rid of most of it to Dish or Verizon, get some money for it and reduce Clearwire's debt. Same thing with Clearwire's network. Sell it to Dish and reduce Celarwire's debt. Then, either go for T-Mobile, or obtain some PCS-H or 600MHz spectrum.
  21. Some interesting tidbits about Sprint/Dish/Clearwire: 1. Sprint brought up the subject of a merger to Dish before Softbank bid but Dish was not interested 1a. Dish approached them about sharing the Clearwire spectrum after the Softbank bid but they are not interested 2. Dish is/was not really interested in Sprint but the Clearwire spectrum 3. The bid for Sprint is basically a hail mary 4. Dish is prepared to up it's bid 5. Dish is definitely interested in offering fixed broadband using its dishes to its customers just as we have speculated here 6. Dish/Ergen beleives that there will be a consolidation from 4 to 3 national players and Dish aims to be one of them. http://www.bizjourna...facebook&page=1 I do believe that Sprint/Softbank will sell the EBS spectrum leases and network to Dish eventually, but not at fire sale prices. This is just a supremely played game of liars poker. Don't be surprised if Dish does pickup a long distance provider along the way particularly one with metro fiber loops.
  22. Taking into account the number of members Facebook has, it does not make enough money.
  23. There is so may spectrum options in the future: .................................................. The incentive auctions have received the most attention during the past few years. The FCC is currently writing the rules for the auctions and is trying to persuade broadcasters to participate. Despite the noise around those auctions, there are several other auctions on the docket, including ones that may occur before the incentive auctions take place. One is an auction of the PCS "H Block" (1915-1920 MHz and 1995-2000 MHz), which have peaked the interest of both Sprint Nextel (NYSE:S) and Dish Network (NASDAQ: DISH). That auction is expected late this year. Another is the Congress-mandated auction of the 1695-1710 MHz band. The CTIA is pushing the FCC to pair the upper edge of the BAS spectrum located at 2095-2110 MHz with that downlink block. Finally, the FCC will move to auction the 2155-2180 MHz band, which the CTIA and T-Mobile US (NYSE:TMUS) would like to see paired with the 1755-1780 MHz band. Read more: FierceWireless' spectrum auction guide: What you need to know about the upcoming auctions - FierceWireless http://www.fiercewireless.com/special-reports/fiercewireless-spectrum-auction-guide-what-you-need-know-about-upcoming-auc#ixzz2SY0PA6P7
  24. The combined debt should be less than $35B (correct me if I am wrong). That's pretty manageable for a 96M customer company.
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