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DOShea
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DOShea,
User Rank: Blogger
1/29/2014 | 9:58:57 PM
Re: Shocker!
Yeah, Son is really pushing the case, but there are no guarantees. I don't think Legere is completely about a sale anyway. For all that reportedly happened at Global Crossing, he spent years there. The same could happen at T-Mobile, though it will be interesting to see if he can keep up his current ball-busting antics.
DanJones
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DanJones,
User Rank: Blogger
1/29/2014 | 6:11:24 PM
Shocker!
The DOJ reportedly has a dim view of any potential T-Mobile-Sprint merger anyway.

Source: http://online.wsj.com/news/articles/SB10001424052702304691904579349163803939416?mod=WSJ_TechWSJD_NeedToKnow
RitchBlasi
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RitchBlasi,
User Rank: Light Sabre
1/28/2014 | 1:43:04 PM
Character
If he is a character, maybe he will next show up on tose USA Network spotlights. characters welcomed.
DanJones
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50%
DanJones,
User Rank: Blogger
1/28/2014 | 11:43:39 AM
Re: Legere
If he is playing a role that character seems to be rubbing on other execs at T-Mobile judging by recent press conferences.
KBode
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50%
KBode,
User Rank: Light Sabre
1/28/2014 | 9:09:34 AM
Legere
Interesting post with good backstory I wasn't aware of.

I watched his comments on a SoftBank acquisition with great interest, given that while he (and SoftBank) promise to keep T-Mobile's disruptive approach intact after an acquisition, that's generally not what happens with consolidation. Less competition means it's easier for "nod and wink" competition, where nobody really wants to compete on price. I've watched as Sprint's consumer policies slowly but surely matched those of AT&T and Verizon (with a few exceptions, like unlimited data).

Lots of people following the "cult of Legere" might be in for a rude awaking post Sprint acquisition.

 

Is John Legere playing a character?
RitchBlasi
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RitchBlasi,
User Rank: Light Sabre
1/27/2014 | 1:31:17 PM
T-Mo or no T-Mo - Which way to go.....
Interesting take on this deal.  Can a leopard change its spots?  Personally, I've never been one to appreciate the sell-n-go guys who seem to hop from company to company - somehow rising through the ranks without any obvious successes.  With my own pedigree in a large carrier/mobile operator, I've seen my share of execs come and go, and some you never heard from again - probably because their golden parachutes were rich enough to sip Pina Coladas on a beach for the rest of their lives.  

While not exactly changing water into wine, Legere should be given credit for the turnaround - the numbers speak for themselves.  Convincing people there is a difference between two-year phone financing and two-year contract would make Houdini proud.  And how many people are really going to change carriers because they can receive free international roaming on sub-par networks?  Not business customers, they have other options from companies like GigSky, OneSimCard, Truphone, etc.

The spectrum and billions-of-dollars from AT&T due to the merger failure had to help out too.  Having someone deposit assets like that into your account offers a lot of wiggle room, especially in the short term.  It will be interesting to see what happens with T-Mo in the long run if the merger doesn't happen.  Some of these actions might put up nice numbers in the short term but over time could cause some angst.

Personally, I believe fewer stronger national mobile networks are better suited to handle the continued growth in mobility, especially as bandwidth intensive services begin taking hold (i.e. all forms of video and VoIP).  All Softbank needs to point to for competition are the dozens of MVNO's currently reselling the services of mobile operators at discounted prices - and making some money in the process.

And for the FCC, the stronger networks would probably make the net neutrality issue a bit easier to handle.  They also need to get that extra spectrum into the market. 

 

 

 

 


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