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DanJones
DanJones
7/30/2018 | 11:21:33 AM
Vendor financing?
I wonder if there's a vendor financing aspect to this?
iainmorris
iainmorris
7/30/2018 | 11:52:19 AM
Re: Vendor financing?
That's a good question and one I didn't bring up when I spoke with them briefly earlier on today.

The head honchos were actually asked about vendor financing on the recent earnings call, however. This is what CFO Kristian Pullola had to say:

"We have limited exposure. We are working with operators to try to provide them with alternative financing sources, working together wih export credit agencies in countries where we have major operations. When it comes to large North American customers we have successfully been able to provide them with facilities that have been backed by export credit agencies -- that is what we will do now also and see if we can help. It is not direct exposure on the balance sheet."
DanJones
DanJones
7/30/2018 | 11:59:29 AM
Re: Vendor financing?
I wonder if this means that T-Mobile has more insight into whether it will be allowed to bid on mmWave spectrum auctions in November? They definitely need more 28GHz etc.
TV Monitor
TV Monitor
7/30/2018 | 1:13:56 PM
Re: Vendor financing?
DanJones

Obviously, this is for 600 mhz 5G NR rollout and not for 28 Ghz mmwave 5G, since Nokia is not the go-to vendor for 28 Ghz 5G.
DanJones
DanJones
7/30/2018 | 1:50:15 PM
Re: Vendor financing?
That's not what T-Mobile is saying, from their press release today:

"As part of the agreement, Nokia will help build T-Mobile's nationwide 5G network with 600 MHz and 28 GHz millimeter wave 5G capabilities compliant with 3GPP 5G New Radio (NR) standards."

 

 

 
TV Monitor
TV Monitor
7/30/2018 | 2:49:01 PM
Re: Vendor financing?
DnaJones

Nokia's mmwave 5G effort focuses on hotspot type access, not a broad coverage. 

By comparison, Samsung's mmwave 5G effort is positioned as a direct replacement of LTE and demands a much stronger commitment from carriers deploying them.

So by going with Nokia, mmwave access will be hotspot type. If you can find a mmwave 5G hotspot within 600 feet, fine. But for the most of the time you won't find an access point.

If a carrier is interested in deploying a citywide mmwave 5G access that supports vehicular mobility speed and handover capability, there is only one vendor currently able to support this capability.
DanJones
DanJones
7/30/2018 | 3:04:03 PM
Re: Vendor financing?
Well they've signed with Nokia I guess!
TV Monitor
TV Monitor
7/30/2018 | 4:58:05 PM
Re: Vendor financing?
Dan Jones

It is obvious that T-Mobile is focusing on expanding coverage at the least cost, does not care about throughput.

After all the bandwidth target goal of combined T-Mobile/Sprint is 533 mbits/s, which is less than LTE speed in some part of world. 
DanJones
DanJones
7/30/2018 | 5:02:50 PM
Re: Vendor financing?
That's about average download speed estimated so far, yeah, peak speeds (which mean very little) are 4.1-Gbit/s according to Legere. But I haven't even seen estimates of average mobile 5G speeds from AT&T or VZ yet, so there's that.
TV Monitor
TV Monitor
7/30/2018 | 9:52:52 PM
Re: Vendor financing?
DanJones

T-Mobile has close to 190 Mhz of bandwidth available for 5G NR deployment between them and Sprint.(40 Mhz of 600 Mhz band + Sprint's 150 Mhz of 2.4 Ghz)

This puts T-Mobile in a unique situation where T-Mobile management concludes that they could defer the mmwave 5G NR deployment far into the future due to the available bandwidth below 6 Ghz.

In that case, going with Nokia would make sense for T-Mobile since 5G NR NSA standard requires that the 5G NR basestations be plugged into existing LTE core and T-Mobile's existing equipment vendor is Nokia and Ericsson.

The biggest problem of Samsung mmwave 5G is that the carrier must have an existing Samsung LTE network, or replace an existing LTE network with Samsung's in order to plug in Samsung's mmwave 5G basestations. The idea of replacing the existing LTE core network would be too cost prohibitive for T-Mobile, so T-Mobile is stuck with its existing vendors.
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