TmoNews has found a German interview video in which Deutsche Telekom AG (NYSE: DT) CEO Rene Obermann talks about the need for T-Mobile US Inc. to focus on LTE technology in 2012. "This will be our task going forward and one that we will devote all our energies to," he is quoted as saying.
Sprint Corp. (NYSE: S), meanwhile, says it will announce more about LTE markets and launches next year and says it is on track to deliver devices by the middle of 2012.
There's also a debate about what exactly AT&T Inc. (NYSE: T) will do with its LTE deployment next year. Some analysts, like George Notter at Jefferies & Company Inc. , expect that Ma Bell will spend big on LTE next year now that the T-Mobile deal has gone belly up. On the contrary, Mike Genovese of MKM Partners claims, AT&T will only extend its 15-city LTE deployment to 30 major markets in the first half of 2012. Read up on that here.
Here's how I see it: 2012 is going to be a story of spectrum haves and have-nots, with the bandwidth-bereft having to come up with partnerships or clever ways to reuse spectrum (multi-mode, microcells and more) to fill in their gaps. For instance, where will Deutsche Telekom find the spectrum for an LTE network for T-Mobile, and how many billions may it need to spend?
LightSquared could be a wild card for Sprint and others in these efforts. The venture, however, is still banging on doors trying to get its LTE deployment underway. I'm not holding my breath on that launch.
At the current rate of network traffic growth there will be nationwide network collapse in 2012. The network outages will be so common that it will be a feature of interent and soon people will not want to pay for the $30 a month for an unreliable service or worse $100 a month for their tripple play service that does not work and as a result the investments in the networks will further decline and the vicious cycle will continue.
Sprint is ripping out the unliminted contracts with thier users and putting them in plans that are not only more expensive but also cost balooning traps. ATT is in a league of its own in poor coverage and poor bandwidth that is effectively representitive of a collapsed network.
Wirelines are also in no good shape. ATT uverse and its DSL is frankly ATT, the comapny that has the name Telegraph in their name, so what do you expect. Verizon's FIOS is a joke and running on a collapsed network so what good is the fat pipe if it is being fed with straws on a collapsed network. Even comcast who has the best network is periodically going through sever congestion which is goign to get worse. We are looking at a total collapse of internet as Metcalfe predicted back in the late 90's, but this time in 2012.