bigsnake49
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Everything posted by bigsnake49
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I am betting on AT&T teaming up with FreedomPop
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No, this year is another year of skinny cows because they have a pretty significant debt payment(s) coming up. I think we will see a noticeable uptick in 2018.
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I don't think so. It will be a merger not an acquisition.
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That's one of the options. I foresee a transaction of some kind in Sprint's future. Particularly after they pay off the debt coming due in 2017.
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He also said that he's open to an acquisition or merger of some kind even if Sprint is not the acquiring company.
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You see B25 rarely because B41 is the preferred band. You are lucky in that your market has either macro sites in sufficient density or has implemented small cells in sufficient numbers.
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600 MHz auction results posted and transition schedule
bigsnake49 replied to ericdabbs's topic in General Topics
I agree with you on the timing of this auction. Came too soon after AWS-3 where carriers spend a boatload of money. I also think that Trip is right that the AWS-3 auction was an aberration driven by Dish's desire to make their spectrum and the company itself appear much more valuable. But it back fired on Dish. With mini macros and small cells, not to mention LTE-U, the economics of the market have changed and spectrum has been devalued. -
Let's see: T-Mobile's Market Cap is 50.4B + 10% premium = around $56B + net debt of $25B = $81B. Even if it's 50% cash and 50%equity they still have to raise about $40B. Not pocket change! I think it's much easier to merge.
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That did not take long, did it? Barely 10 days into the Trump administration and less than two months after promising to invest $100B, they're planting the seeds. As soon as the auction is over, I foresee a formal merger offer .
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And yet the other carriers have done it.
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A merger is not an acquisition. But in order for Sprint to merge with T-Mobile they need to raise their stock price even further, that's probably why their caps is so low, they're trying to pay down debt and also get more subscribers.
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It still won't help with capex and densifying in cities that have suburban sprawl.
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Where is the densification in Houston, Dallas, Jacksonville, Tampa? The suburbs anywhere? It's a good thing that work is paying for the Sprint service.
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Promises, promises. In 3-4 quarters we will see how many stores have been opened. I have been promised densification and nothing has happened besides Manhattan.
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I wanna see proof of that.
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Damn, that's a lot of debt coming due! No wonder they are not spending a lot on capex.
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I have not looked real hard at the numbers but how come they had negative cash flow?
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Not in NYC they would not. But might have to since Charter is also a Cable provider and ISP in NYC.
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That won't fly unless Verizon divests all their wireline including FIOS.
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This is my personal opinion but I think that a T-Mobile/Sprint merger is necessary for long term viability of both companies. Failing that, the formation of a common network operating company should be considered. Sprint has not finished deploying LTE and has to start thinking about 5G? Capex is going to kill them.
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What I proposed was that Verizon and Dish Merge nd then TMobile and Sprint merge. Then T-Mobile/Sprint go into a partnership with the cable cos where cable cos video offerings get zero rated in return for reduced prices for backhaul/fronthaul and cable hotspot roaming. Maybe even combined cable modems/wifi/LTE hotspots with seamless voice handoffs.
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I see Verizon buying Dish and a T-Mobile/Sprint merger then Comcast and the CableCos aligning with it as far as having it be a wireless media outlet for the content.
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You'd think that by now they would have figured out that spending $1B in roaming for the last ten years instead of spending that same $1B in improving your network might be not be the best thing to do but who am I to suggest they do something different.
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I hope Intel, Sprint and Broadcom also sue them.
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They have applied for temporary testing authority to test new technologies in the 700, 800, AWS and PCS bands. Maybe using those to control their delivery drones? http://www.fiercewireless.com/tech/amazon-seeks-sta-to-test-innovative-communications Since those bands are currently occupied, is it one of those technologies that allows one's signal to piggyback on others carrier signal? There was a Florida company in the 2000's promising just that: http://www.xgtechnology.com/products/
