DISH to Acquire Republic Wireless

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1 month 3 days ago - 1 month 3 days ago #11 by rolandh
Folks don't like change and there isn't much concrete information to share that would dispel angst. For better or worse, DISH's reputation in the pay TV space precedes it and that reputation isn't particularly good. Some answering in the thread have pointed toward the experience with DISH's acquisition of Ting, however, in the absence of greater detail as to what the future holds, that only gets one so far.

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1 month 3 days ago #12 by LiterallyUnlimited
Speaking from the inside, it's been largely positive. A lot of "big picture" things we'd wanted to do for many years but just didn't have the capital or budget for may soon be actual realities. But an $18-billion dollar company can open those kinds of doors for you in a way nobody else can.

I totally get where the RW community is on this, as they feel it's an immediate loss of something dear to them. In time I hope they get to experience the same kinds of great things we're seeing on Ting Mobile.
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1 month 2 days ago - 1 month 2 days ago #13 by rolandh
Of course, the big picture is crucial to the health of the company and, therefore, to customers collectively. From the perspective of the individual customer, it's about how will this affect me? Or, alternatively, what's in it for me? Until Republic/DISH are prepared to articulate why the acquisition is good for current customers beyond corporate happy talk about partnerships and taking things to the next level; the expectation should be the reaction will be mostly negative.

The reality is no current Republic customer chose to be a DISH customer for mobile service. That's a choice being made for them.

All of that said, my advice to fellow Republic customers is to sit tight and see what happens. If there are changes one doesn't like, one is free to look at alternatives.

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4 weeks 1 day ago #14 by rolandh
Some additional DISH Wireless news not directly related to the proposed DISH acquisition of Republic:

www.businesswire.com/news/home/20210315005167/en/American-Tower-and-DISH-Announce-Long-Term-Master-Lease-Agreement

My understanding is that DISH's commitment to the FCC is to build a greenfield (meaning from scratch) 5G network covering 70% of the U.S. population by mid-2023. Towers certainly are a prerequisite for that. Meanwhile, DISH absent other developments would presumably be reliant on its seven-year MVNO agreement with T-Mobile resulting from the T-Mobile/Sprint merger.

Speaking of potential other developments, there's rumors DISH might target U.S. Cellular for acquisition. An acquisition of U.S. Cellular would presumably give DISH (and by extension possibly Republic/Ting/Boost) access to U.S. Cellular's roaming agreements with one or more of the larger national carriers and. U.S. Cellular coverage itself. Of course, there's much speculation involved here but these are, if nothing else, interesting times in the cellular market:

seekingalpha.com/news/3670329-tds-us-cellular-rise-as-citi-floats-possible-dish-acquisition
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4 weeks 1 day ago #15 by KentE
rolandh, thanks for this thread!

I grew up in, and still visit, a rural area where US Cellular is definitely the coverage king, especially with their roaming agreements. I can understand why it could be a useful acquisition target for someone.

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4 weeks 1 day ago #16 by mmfacemm
I guess this was the plan all along. Tmobile buy sprint and 4 become 3. Dish grow quickly so 3 become 4.

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4 weeks 13 hours ago #17 by rolandh
It is indeed the plan, however, DISH growth as an MVNO alone won't suffice. DISH needs to get that greenfield 5G network off the ground and up and running.

More reading of the tea leaves: insidetowers.com/cell-tower-news-unpacking-the-dish-republic-wireless-deal/?utm_source=Inside.

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