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CTIA 2011:T-Mobile's Merger Upside

11:20 AM T-Mobile seems to win even if the AT&T deal isn't approved. Phil Harvey and Sarah Reedy discuss the blockbuster merger

paolo.franzoi 12/5/2012 | 5:09:46 PM
re: CTIA 2011:T-Mobile's Merger Upside

Phil....



You know it is possible to tell you and Sarah apart.


 


seven


 

Dickoz 12/5/2012 | 5:09:45 PM
re: CTIA 2011:T-Mobile's Merger Upside

At a minimum, the ATT / T-Mobile merger process will likely spur a tsunami of ativity with Verizon, Sprint and lower tier carriers, to see who is up for sale. Don't be surprised to hear of other proposed mergers in the next 12 months. If the potential wave of mergers are approved, we could see the domestic market being ruled by 2 or 3 players, hence our cellphone fees would go up due to lack of regional competition.

DCITDave 12/5/2012 | 5:09:45 PM
re: CTIA 2011:T-Mobile's Merger Upside

We try not to wear the same outfit to avoid confusion. You're welcome.

joset01 12/5/2012 | 5:09:45 PM
re: CTIA 2011:T-Mobile's Merger Upside Here's Why:

If the merger does pass then it is basically a day at the turkey shoot for AT&T and Verizon as they carve up smaller carriers to create a massive duopoly.

If the merger doesn't pass, AT&T has still effectively made any new customers think twice about joining. Many of my friends on T-Mobile are already wondering if they should leave.

Plus, T-Mobile won't sign with LightSquared, Sprint, Clearwire or whoever for its LTE strategy. Meaning that AT&T has effectively kept a smaller rival off 4G upgrade path for a year or two while it still gets to rollout LTE on 700MHz whatever.
paolo.franzoi 12/5/2012 | 5:09:44 PM
re: CTIA 2011:T-Mobile's Merger Upside

Well as a T-mobile sub, it has definitely frozen me.


I was talking to my son about updating our phones and getting us on the same family plan.  We were debating iPhone @ Verizon versus Android Phone at T-mobile.  I really liked UMA and since T-mobile brought it back we were leaning that way.


Given the merger, I have to assume that WiFi calling (which is what T-mobile calls UMA now) is going away.  That basically shoves me at Verizon iPhones.


seven


 

DCITDave 12/5/2012 | 5:09:44 PM
re: CTIA 2011:T-Mobile's Merger Upside

Don't be such a downer... I don't think it has frozen T-Mob to be in the merger process... They now have to prove they are still innovative and independent while this regulatory approval process is happening. So it does free them up to be a bit more creative on the competitive front.

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