Topic 'Re: Sustainable..' in forum '' - dslreports.com

Re: Sustainable..

Fri, 23 Jan 2015 18:52:12 EDT

Skippy25 posted : So are you implying that TMO just closed up shop and did nothing while they were trying to get this to go through?

I would say they went on pretty much as business as usual.

Re: Sustainable..

Fri, 23 Jan 2015 18:43:05 EDT

elray posted : It wasn't free.

They negotiated in good faith to be acquired. That took them off the market for years - at what opportunity cost?

Re: Sustainable..

Wed, 21 Jan 2015 12:52:37 EDT

Skippy25 posted : My bad, they only have that lowly 3 billion of free money to play with.

Re: Sustainable..

Wed, 21 Jan 2015 12:47:12 EDT

elray posted :

said by Skippy25:

Besides they had a free $5 billion in AT&T cash to play with.

Wrong. AT&T paid T-Mobile $3 billion in cash.

Re: Sustainable..

Wed, 21 Jan 2015 07:29:21 EDT

tkdslr posted : T-mobile is deploying newer more efficient LTE network technology (4x2 MIMO) verses (2x2 MIMO) used by T,Vz.

Additionally, the big 2 impose significant penalties for any data overages, which makes them unable to maximize their overpriced spectrum holdings.

I.E. T, Vz are trying to find new markets by coning customers into giving up aDSL lines and replace them with Overpriced wireless LTE access.

That leaves T-mobile in a position of being a leaner more efficient wireless provider with plenty of room to grow. Verses the T, Vz stuck with saturated market positions, seeking out new markets to peddle their overpriced investments (I.E. 15 to 20B$ each for some AWS-3 spectrum licenses ).

Re: Sustainable..

Tue, 20 Jan 2015 21:14:59 EDT

michieru posted : The arguments against it's sustainability have been weak. The only real argument he has is the ability to keep up with the current carriers due to how spectrum is currently auctioned. When you have to compete with a bigger wallet, you will always lose because you will need to extract more cash per user to get the same result which at that point people leave to big papa Verizon/AT&T.

It's a losing battle which is why they have attempted to have the FCC essentially rig(shield) smaller carriers by leaving them with some piece of the pie.

He won't change his mind until T-mobile eats a lot more subscribers and increases the cost of per user for the same amount of services.

Unfortunately T-mobile has a poor business presence, at least from my personal experience and Sprint is no better. Improving and focusing on business customers can bring in additional capital with large accounts.
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Re: Sustainable..

Tue, 20 Jan 2015 21:12:35 EDT

Aoxxt posted : The problem is that there's little financial truth backing that opinion. "People saying that" doesn't make it true.

T-Mobile's just had their best year in recent history. They've gone from 7 million net yearly loss, to roughly break even (all while building an expensive LTE network, running large scale advertising campaigns, financing unprecedented levels of devices / ETF payouts, etc -- things they could easily cut back on, if they decided they wanted to show on-paper profit).

Don't take my word for it, their finances are public record :

»finance.yaho...s?s=TMUS & »finance.yahoo.com/q/is?s=TMUS

T-Mobile is fine, and unless something crazy happens, they can "sustainably" operate as-is for many years.

DT pushes the rumor that T-Mobile is "unsustainable" because they want someone to buy out their ownership at a premium price, and that premium is easiest to get if there is no competition in wireless (which is what a Sprint/T-Mobile merger guarantees).

Believing DT at face value about this, is like believing an umbrella salesman's weather forecast.

Re: Sustainable..

Tue, 20 Jan 2015 19:49:39 EDT

whfsdude posted :

said by swintec:

That's funny. Several of us have been saying that for quite awhile on here but its fallen on deaf ears.

Of course he's going to make that argument to get a more favorable spectrum sale approach of 600mhz from regulators.

Re: Sustainable..

Tue, 20 Jan 2015 19:05:45 EDT

shmerl posted : He just doesn't like to compete, he prefers monopoly.

Re: Sustainable..

Tue, 20 Jan 2015 17:37:24 EDT

mmay149q posted : "The only thing that is not sustainable is them trying to build their network and paying for ETFs. Those are huge fees to them."

I agree with the paying for ETF's, but at the same time I disagree, it's not really a matter of keeping the same tactic, it's a matter of stealing customers away from the big two, and then switching the tactic from being the underdog and stealing customers, to being the guy on top and retaining those customers through customer service and network upgrades, so really in the long run the owners of T-Mobile are correct and not correct, it depends on how many customers T-Mobile can steal, and if they can RETAIN those customers and switch from being a customer stealer to a customer retainer...
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Re: Sustainable..

Tue, 20 Jan 2015 17:20:59 EDT

openbox9 posted :

said by Skippy25:

The only thing that is not sustainable is them trying to build their network and paying for ETFs.

The exact two things that T-mobile needed to do to show everyone it still has a pulse. The network build isn't going to go away if T-mobile actually wants to compete with the big two.

Re: Sustainable..

Tue, 20 Jan 2015 17:12:20 EDT

Skippy25 posted : The only thing that is not sustainable is them trying to build their network and paying for ETFs. Those are huge fees to them.

All other things are because they will help differentiate them from the other clowns and it doesn't cost them much to provide the other things they are doing to disrupt the market. Besides they had a free $5 billion in AT&T cash to play with.

Re: Sustainable..

Tue, 20 Jan 2015 17:11:46 EDT

odreian615 posted : This.

Sustainable..

Tue, 20 Jan 2015 16:56:47 EDT

swintec posted :

quote:
T-Mobile’s current approach is not sustainable..

That's funny. Several of us have been saying that for quite awhile on here but its fallen on deaf ears.
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