bigsnake49

Pen & Pad briefing might mean that there will be no video and attendees will not be allowed to tweet or broadcast until briefing is over.

Or the briefing might be postponed?

Is there a feed of the DOJ press conference? It was supposed to start at 11.

6 minutes ago, greenbastard said:

They still have to deal with the AGs lawsuit and California's Public Utilities Commission. They can't close on Monday.

Did the states get an injunction? DOJ was working with some of the states to head them off at the pass.

1 minute ago, danlodish345 said:

So we finally know if the merger is approved or not?


Sent from my iPhone using Tapatalk

You will get the official word at 11am with some but not a lot of details. Just the broad outlines. Details to come at 1PM and probably on Monday if they close on Monday. But it looks like the merger is approved.

It's about freaking time! I can't wait for the details! Will they officially close the merger on Monday the 29th?

1 hour ago, dro1984 said:

So when is the DOJ going to commit to announcing?  They put the deadline on T Mobile and Sprint last week that everything needs to be completed by the end of this week,.. now we are all waiting on them.

In addition, T Mobile has postponed their 2nd quarter earnings meeting with investors schedule for yesterday, then delayed until  today, now it's delayed until further notice.    Can this get any more unorthodox?   

The DOJ should have countersued as soon as the state AGs sued,  basically telling them that this is our bailiwick and you have absolutely no leg to stand on (no legal standing to bring a suit).

53 minutes ago, OhioCalling said:

Twitter post shows the results for Tmobile.

https://www.t-mobile.com/news/t-mobile-q2-2019-earnings

 

Really strong performance!

57 minutes ago, red_dog007 said:

They also didn't even have a say.  They had just a non-voting 5% stake.  This was also pre-LTE and was expected to possibly be used for CDMA. 

They problably felt like they weren't or couldn't get a fair deal.  A touch more than a year after dropping out of the SpectrumCo JV they got a majority stake in Clearwire and started selling WiMax service.

The cable cos have had a long and troubled history with Sprint. They seem that they want to work with Sprint but then they stop. I don't know who's at fault.

2 hours ago, Tengen31 said:

How did Sprint do that? Or why?

Sent from my SM-G965U1 using Tapatalk
 

Sprint was part of SpectrumCo that bought a 10x10Mhz chunk in the AWS-1 auction for $2B. That was for Sprint to deploy paying rent to SpectrumCo. But Sprint had financial problems and could not afford to deploy it so they withdrew from SpectrumCo. The spectrum was then sold to Verizon for $4B for a handsome little profit.

1 hour ago, red_dog007 said:

Im not sure the major ISPs are really 100% interested in building cellular networks.  I feel like they are more content as MVNOs, it suits their business model and bundling power.  They also won't want to build a network where they don't have landline service. They also have extensive coverage via their customer routers.

They have owned AWS, 700 and sold those off.  They now have some 600 and I feel they will just sell it off.  You aren't going to solve anything with just 5x5. Have we actually seen Comcast, Charter or the like deploy anything beyond test equipment? I think they might be more interested in unlicensed stuff and deploy those in areas with high data usage across cellular.  But I'd expect these to be more like hotspots and not real city coverage network buildouts.  More a long the lines of the millions of WiFi hotspots they already have.  Shoot, that's an idea, every modem they give a customer has an LAA LTE radio in it for 5GHz.

I think Comcast and the like who have 600MHz are just speculators like they have been before. 

You remember that the AWS spectrum was supposed to be for Sprint but Sprint dropped the ball. 

While we wait with baited breath for the announcement let's discuss what the cable cos are going to do in the future. Here's what I think will happen for each of the major cable cos:

1. Comcast - I expect them to be a major player in the CBRS and C-Band deployment via strand and pole mount small cells. They were starting to cooperate with Sprint in 2.5GHz small cells. Will T-Mobile follow through on that cooperation? I think they should. Comcast also has some 600MHz spectrum covering their footprint. Although they have the financial wherewithal to deploy it themselves, should they? I think they should let T-Mobile host their 600Mhz spectrum. Either way between small cells and 600Mhz they will be in good position to reduce their payments to Verizon for their MVNO. 

Charter - They are also going to be major players in the CBRS and C-Band small cell deployments. Will they continue cooperating with T-Mobile now that Sprint has been absorbed?

Cox - They have no MVNO and they have a lot of Sprint small cells deployed. I don't see why T-Mobile will do anything to jeopardize that.

Altice - Altice has cooperated closely with Sprint on deploying 2.5 Ghz small cells but it also has an infrastructure based MVNO so will T-Mobile follow through? 

Will the DOJ merger agreement force T-Mobile to continue cooperating on Sprint-initiated Cable Cos efforts? I hope so.

Uh, oh:

NEW YORK (Reuters) - Charter Communications (CHTR.O) submitted a proposal to the Justice Department to buy telecom assets being sold under the T-Mobile US Inc (TMUS.O) and Sprint Corp (S.N) combination, but never heard back from the agency, three sources familiar with the matter said. 

U.S. officials decided to accept a deal to sell assets including Sprint’s Boost Mobile brand to satellite TV provider Dish Network (DISH.O) to resolve antitrust concerns, ending extensive talks on a merger the Justice Department is expected to approve this week. 

The Justice Department’s lack of response to Charter could raise concerns among critics of the $26.5 billion merger of wireless carriers T-Mobile and Sprint that officials did not weigh all divestiture offers before deciding on a deal with Dish.

https://www.reuters.com/article/us-sprint-corp-m-a-t-mobile-us-charter-c/cable-firm-charter-submitted-plan-to-buy-sprint-t-mobile-assets-sources-idUSKCN1UJ2T3?utm_source=reddit.com

2 minutes ago, Tengen31 said:

I have never seen anything over 10x10 on att or vzw 700 mhz. Plus they can do 15x15 anyway

Sent from my SM-G965U1 using Tapatalk
 

AT&T also owns 700Mhz Block D and some of block E.

3 minutes ago, Brad The Beast said:

Looks like AT&T. They have 15x10 most places. Verizon has 10x10 everywhere except for one select area in Nevada that's 15x15.

AT&T also has band 14 to use most of of the time minus what public safety is using at the time.

7 minutes ago, dro1984 said:

I'd say 7 years is good and aggressive...hell, its taken Sprint 21 years and its still not complete!  😉

Hell, they can get a 600Mhz network with good coverage but not necessarily lot of capacity going in couple of years. Then they can thicken it with band 66 and band 26.

There are a lot of details that we are waiting on. Hopefully tomorrow morning it is announced and then we hear a lot more throughout the day.

1 minute ago, danlodish345 said:

OK so it will take a while.


Sent from my iPhone using Tapatalk

For a brand new, from the ground up probably but I think Dish will do it sooner than 7 years. Maybe 4-5. A lot will depend if they can use some parts of the Sprint network.

5 minutes ago, danlodish345 said:

I’m just curious if dish is obligated to build out its own network.


Sent from my iPhone using Tapatalk

At the end of a 7 year transition period according to the WSJ article.

17 minutes ago, dro1984 said:

If all they have to divest spectrum wise is 800, then i'd say its a pretty good deal.   I think T mo has more 600 and 700 than Sprint has 800?

I agree with that. Now if T-Mobile can make some deals to acquire more 700Mhz (AT&T?) to where it's almost national that will be great. Or if they can trade 700Mhz for 600Mhz with let's say Comcast or other 600Mhz holders that will be great also.

4 minutes ago, tyroned3222 said:

 

https://www.cnbc.com/amp/2019/07/22/t-mobile-sprint-merger-expected-to-finalize-this-week.html?__twitter_impression=true


Sent from my iPhone using Tapatalk

 

Yeah, I don't believe that. It will be a fixed amount a year for all of Dish plus a $/GB for the data consumed. If T-Mobile uses the capacity from Dish's spectrum then that amount will be offset. Think of it as a virtual MVNO that owns Dish's spectrum and is paying T-mobile to host it and can sell capacity to both Dish and T-Mobile. As far as accounting is concerned that would be the cleanest way to do it.

1 minute ago, tyroned3222 said:

They will pay 50% of revenue to every customer gained


Sent from my iPhone using Tapatalk

Where do you see that? What about the already existing Boost customers?

3 minutes ago, briank86 said:

Someone please help me understand how Dish spectrum hosted by the New T-Mobile network will lead to increased competition in the industry. I'm failing to recognize how they can charge substantially less for the same network, unless they cut profits or add debt, which doesn't seem sustainable. 

Well we don't know how much Dish will have to pay T-mobile for the hosting if any or if T-Mobile will get paid by additional capacity from the hosted spectrum. Dish as the new entity will probably have to give incentives to people to join its network or not leave it at least. That increases price competition which is what the DOJ wants.

Well, according to wsj.com, this is not half as bad as I thought. It was one of the items that I thought that they would have to do on their own. Now the article says that "...the ability to operate on T-Mobile’s network during a seven-year transition period, some of the people said." I take that to mean that T-Mobile will have to host Dish's spectrum for a period of 7 years. Now AWS-3 and 600Mhz no problem. AWS-4 a bit more problematic. Also, how much if any is Dish going to pay T-Mobile for the hosting of the spectrum. 

51 minutes ago, tyroned3222 said:

Looks like dish bought 800mhz band 26 and must support E-Sim .. all newer phones will be moved over the tmo network immediately

 

 

Sent from my iPhone using Tapatalk

 

I thought they would do something with band 26. Too many bands to support otherwise. I wonder what will happen to band 12? How long are they going to keep that around? Or will they purchase the rest of band 12 from AT&T? I feel that this is not the end of spectrum horse trading.

5 minutes ago, RAvirani said:

T-Mobile's network is awfully congested in Seattle. And terribly optimized. It baffles me that with at least 1.5-2x the sites Sprint has, T-Mobile can’t provide an experience as consistent as Sprint's. 

Then it will probably be better for T-Mobile customers in Seattle soon, assuming they can access Sprint's bands. According to Bloomberg, Dish is paying $1.5B for Boost and $3.5B for spectrum.