T-Mo and Sprint merger update

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6 months 4 weeks ago #36818 by PEW
JustIce Department Leaning Against Merger of Sprint and T-Mobile

www.phonescoop.com/articles/article.php?a=21702


... so more Sprint 1 year free?
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6 months 4 weeks ago #36820 by realLexusl21
I am against merger

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6 months 4 weeks ago #36825 by Isamorph

PEW wrote: JustIce Department Leaning Against Merger of Sprint and T-Mobile

www.phonescoop.com/articles/article.php?a=21702


... so more Sprint 1 year free?


If the merger doesn't happen, I don't see how Sprint's offering basically free phone and data plans would reduce its massive debt. So I seriously doubt the return of the 1 year free plan.
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6 months 4 weeks ago #36831 by realLexusl21
Why would TMobile want to take on such debt

Isamorph wrote:

PEW wrote: JustIce Department Leaning Against Merger of Sprint and T-Mobile

www.phonescoop.com/articles/article.php?a=21702


... so more Sprint 1 year free?


If the merger doesn't happen, I don't see how Sprint's offering basically free phone and data plans would reduce its massive debt. So I seriously doubt the return of the 1 year free plan.

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6 months 4 weeks ago #36833 by KentE
Replied by KentE on topic T-Mo and Sprint merger update

lexusl21 wrote: Why would TMobile want to take on such debt

Isamorph wrote:

PEW wrote: JustIce Department Leaning Against Merger of Sprint and T-Mobile

www.phonescoop.com/articles/article.php?a=21702


... so more Sprint 1 year free?


If the merger doesn't happen, I don't see how Sprint's offering basically free phone and data plans would reduce its massive debt. So I seriously doubt the return of the 1 year free plan.


My thought as to 'why'.... spectrum.
T-Mobile recently paid $8 billion for 600 mhz spectrum. Sprint already owns tons of low-band spectrum. (This spectrum is especially good for long-range coverage.)

Sprint also owns lots of spectrum that is perfect for 5G-- more than either AT&T or Verizon. They just can't afford to build it out. T-Mobile anticipates needing to buy more spectrum for 5G if they don't get access to Sprint spectrum. The Sprint frequencies also seem ideal for fixed-point data delivery. (T-Mobile TV.)

A T-Mobile/Sprint merger would own far more bandwidth than either AT&T or Verizon-- so much more that it's one of the regulatory stumbling blocks.
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6 months 3 weeks ago #36854 by Isamorph
"Basically, Sprint is saying that if the merger does not get approved it will probably go out of business anyway."

"The No. 4 wireless carrier filed documents with the federal agency that painted a bleak picture, according to a report Thursday from The Wall Street Journal. The document made it clear that Sprint's recent subscriber gains were more smoke and mirrors than actual new customers signing up."

www.fool.com/investing/2019/04/18/how-risky-is-sprint-now-t-mobile-merger-trouble.aspx
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6 months 3 weeks ago #36906 by joseph

Isamorph wrote: "Basically, Sprint is saying that if the merger does not get approved it will probably go out of business anyway."

"The No. 4 wireless carrier filed documents with the federal agency that painted a bleak picture, according to a report Thursday from The Wall Street Journal. The document made it clear that Sprint's recent subscriber gains were more smoke and mirrors than actual new customers signing up."

www.fool.com/investing/2019/04/18/how-risky-is-sprint-now-t-mobile-merger-trouble.aspx


Fear mongering by Sprint to try to fool the regulators into approving the merger.

And even if Sprint went bankrupt, another company would buy their assets. Their network hardware and their customers. So they'd still be four national networks if regulators didn't allow one of the other three nationals to buy Sprint's assets.
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6 months 3 weeks ago #36922 by Isamorph

joseph wrote:

Isamorph wrote: "Basically, Sprint is saying that if the merger does not get approved it will probably go out of business anyway."

"The No. 4 wireless carrier filed documents with the federal agency that painted a bleak picture, according to a report Thursday from The Wall Street Journal. The document made it clear that Sprint's recent subscriber gains were more smoke and mirrors than actual new customers signing up."

www.fool.com/investing/2019/04/18/how-risky-is-sprint-now-t-mobile-merger-trouble.aspx


Fear mongering by Sprint to try to fool the regulators into approving the merger.

And even if Sprint went bankrupt, another company would buy their assets. Their network hardware and their customers. So they'd still be four national networks if regulators didn't allow one of the other three nationals to buy Sprint's assets.


Yes, if the merger doesn't take place, Sprint whether purchased via bankruptcy or a firesale does have valuable assets(radio spectrum assets) that can be had at a bargain basement price, yet I don't think whoever takes over will be offering almost free unlimited plans as Sprint did to woo regulators with subscriber numbers.. It will be interesting to see how it plays out.

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6 months 3 weeks ago #36940 by PEW
Replied by PEW on topic T-Mo and Sprint merger update
I could see the cable companies interested in buying out Sprint's assets.

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6 months 3 weeks ago #36942 by KentE
Replied by KentE on topic T-Mo and Sprint merger update

PEW wrote: I could see the cable companies interested in buying out Sprint's assets.


I agree that it seems attractive for a cable company that's actually interested in being a market disrupter.

So far, most of the cellular offerings from cable companies only look disruptive on the surface, but are actually configured to bolster the status quo. (Providing another reason to make it difficult to leave your current cable provider, while shuttling the actual cellular business back to the big existing cellular providers.)

I think it's interesting that the most 'disruptive' cable/cellular arrangement I'm aware of already involves Sprint.

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