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DOShea
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DOShea,
User Rank: Blogger
3/31/2014 | 10:16:36 PM
Dish
All his talk about Dish sounds pretty vague. I get the ongoing technology trial is something, but I think he is trying to act like the potential distruptor everyone believes him to be.
Bill Van
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Bill Van,
User Rank: Moderator
3/28/2014 | 12:20:01 AM
Re: T-Who?
Can Softbank's superstar do what he has done in Japan and in Asia be duplicated in the U.S?   Keep watching Son as he is on track to be a major disruptor in the US big time. i.e Mark Cuban...John Malone 
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
3/27/2014 | 5:56:06 PM
Former enemies
As the Klingon proverb notes: The enemy of my enemy is my friend. 
KBode
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KBode,
User Rank: Light Sabre
3/27/2014 | 5:35:50 PM
Re: T-Who?
I just think if Sprint buys T-Mobile they'll go out of their way to be more like AT&T and Verizon, not less. Your behavior is dictated by competitive pressure, and there's just no debating that killing off one of the four big carriers would generate less.

So many promises surrounding consolidation that never, ever materialize. Sprint hasn't even been able to show they can run a competent next-gen network yet. Maybe focus on that before looking at further M&A opportunities?

That said, I'm not sure T-Mobile would fare much better under Ergen control.
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
3/27/2014 | 5:26:14 PM
Re: T-Who?
Yeah, and Son brought that up several times, but just kept saying it's not enough. It's not "real competition." He also promised to show us what a real price war looks like if the acqusition happens. I highly doubt that, but there's definitel room to go lower.
KBode
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KBode,
User Rank: Light Sabre
3/27/2014 | 5:24:26 PM
Re: T-Who?
Still seems so very unlikely that regulators are going to let Sprint acquire T-Mobile at a time when T-Mo's being so damn disruptive on consumer policies. It's far more likely a Dish acquisition of T-Mobile gets the regulatory nod...will Son, Sprint and SoftBank be BFFs with Ergen if or when that happens?
billho888
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billho888,
User Rank: Light Beer
3/27/2014 | 3:57:07 PM
Re: T-Mo Announcement
I think it's a matter of timing. If the 700 A Blocks were in hand during this conference, they would have joined the announcement. If the deal wasn't done & they only have the MetroPCS 'Boston' market, it's not as impactful. But it's logical - wholesale roaming growth opportunity for T-Mobile.
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
3/27/2014 | 3:06:36 PM
Re: T-Who?
Good point, Bill. It definitely seemed like when, not if, about T-Mobile joining. I am surprised it hasn't already, but I know they wanted to make this announcement at the show either way.
billho888
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billho888,
User Rank: Light Beer
3/27/2014 | 2:39:18 PM
Re: T-Who?
If and when T-Mobile joins the CCA Data Acess Hub (after getting VZW's 21 licenses for 700 Block A in hand), there will be more commonalities and formal avenues of collaboration. Beyond VZW's A Blocks, TMo still needs to round out top 30 markets from ATT (Chicago), Columbia Capital & others. 
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
3/27/2014 | 1:25:54 PM
T-Who?
Son was a really good speaker. I've never heard a CEO comment so much on something he "can't comment" on. Rather than stay mum, he just kept referring to T-Mobile, but saying "not speaking specifically" or "not naming specific companies." So, guys, who do you think he wants Sprint to merge with? Could be anyone!


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