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Clifton K Morris
Clifton K Morris
8/8/2019 | 9:26:38 PM
Living with Tim Höddges: Two Futons and a couch arms-length distance from a popcorn machine.
In the scope of the US “Settlement”, I think the DoJ conditions don’t go far enough. Texas Attorney General, Ken Paxton made it extremely clear that the “divestitures” required by DoJ amount to little more than a 7 year lease/rental of T-Mobile’s network. During this DoJ mandated timeframe, T-Mobile will be able to report Dish’s subscriber base as “un-branded” customers.

This has downstream pain point problems- for example Dish will likely have difficulty raising capital to develop a retail presence and “real” competition with a retail presence.

Essentially, DoJ created a MintSIM or perhaps a WalMart MVNO equivalent as a reason to not enforce Anti-Trust.

These same issues will be prevalent with Altice and other MVNO contracts which T-Mobile is bound to and will survive the acquisition.

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