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mgmish1
mgmish1
12/4/2013 | 9:02:55 PM
Re: Westward Ho....
Like everything - consumers dictate price. However you have to feel for any carrier who continually sinks $B's annually to upgrade, update build out new and better networks with ARPU that declines.
DanJones
DanJones
12/4/2013 | 8:49:17 PM
Re: Westward Ho....
As in price going up or down?
mgmish1
mgmish1
12/4/2013 | 7:38:54 PM
Re: Westward Ho....
Unlimited data will always be there - but the price will change. Change in Biz model will be more market facing. Bigger emphasis on the pre pay model, and consumer focus. possible reduction in the non phone based offerings on the corp account types. They make money on network time and that is where SB will channel the efforts (IMHO)
Sarah Thomas
Sarah Thomas
12/4/2013 | 6:42:43 PM
Re: Westward Ho....
Does a twist in the business model mean the end of unlimited data??
Sarah Thomas
Sarah Thomas
12/4/2013 | 6:42:08 PM
re: why move
I wouldn't write KC off. It'is a big, and growing, market for innovation and entreprenuership. It has Google Fiber, the Kauffman Foundation and several startup incubators and labs. 
DanJones
DanJones
12/4/2013 | 5:34:59 PM
Re: Westward Ho....
Interesting comment, thanks!
mgmish1
mgmish1
12/4/2013 | 5:03:37 PM
Westward Ho....
Many of the top exec started buying there 3 months ago. SB is the driver now, make no bones about it, and bones will be the operative word. Expect even more changes and perhaps a twist is the Biz model.
DanJones
DanJones
12/4/2013 | 10:14:53 AM
Pickup
Thanks to Seeking Alpha for picking this up:

http://seekingalpha.com/currents/post/1443121
DanJones
DanJones
12/4/2013 | 10:05:12 AM
re: why move
I think point is that the SoftBank execs, who want to meet/be in California, are the ones that seem to be most hands on in re-shaping Sprint right now. Should be interesting what happens. I'd be watching very carefully if I was a Sprint employee.
DanJones
DanJones
12/4/2013 | 10:02:28 AM
Re: Converged platform
Nextel was the one with the HQ in Reston. They operated a joint HQs in Reston and Overland Park from 2005-8. Hesse consolidated the HQ in Kansas in when he joined 2008.
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