The inevitable.... Will send Sprint's PPS much higher..!!
From investors business daily....."We believe this transaction would potentially leave Dish alone at the altar," Horan said in a research note. "If Verizon doesn't acquire Dish (and we don't think it does), then this leaves T-Mobile or Sprint as Dish's only options."
Japan-based Softbank, which owns 80% of Sprint, might bid for T-Mobile US by summer, analyst say. Deutsche Telekom owns 67% of T-Mobile.
Dish, which has cobbled together a sizable amount of radio spectrum, could still partner with Sprint and T-Mobile if those two wireless telecom-services providers merge, says Macquarie Capital analyst Amy Yong. She also says Dish could partner with either of those two separately.
"Aligning with Sprint/T-Mobile in a (wholesale network deal) or outright M&A is now increasingly likely to us," Yong said. "Dish can raise its competitive positioning by contributing its spectrum to Sprint/T-Mobile and offer a mobile data plan to its subscribers, while the wireless provider operates the network."
Since dish won the H-block spectrum this spring, its most likely mobile partner is Sprint..!! Together, the two companies would have three blocks of spectrum near to each other. Dish’s current mobile frequencies are in the AWS-4 (Advanced Wireless Services) block, and the company hasn’t used them yet. Sprint controls the so-called G Block nearby.
Working together, the two companies could add the H Block and G Block to the Sprint mobile network and use two other blocks for a new type of service... Most likely it will be allocated for the nationwide broadband service that Sprint and dish network are working on presently..!!
Here's how I think it will work out.....Both will partner in a nationwide broadband endeavor--something the government has been begging the market to produce for years.... Sprint will insist that it must have scale, so the T-Mobile merger is of utmost importance--then Dish will incorporate it's spectrum for the endeavor, which will give them a larger customer base for streaming their content... Dish has enough spectrum, that has not been used--instead it's been sitting dormant--and the prospect of this spectrum being used to meet the consumers will be the gift dish offers the regulators..!!
IMPORTANT: Remember Dish spectrum has already been allocated for 4G LTE data service..... Read carefully..."After a lengthy review period, the FCC has finally voted in favor of Dish Network's request to use its AWS-4 wireless spectrum for 4G LTE data services."
It's AWS-4 that is the wildcard for Dish... They are going to allocate this spectrum to be used on the Sprint network, which will give dish an opportunity to pursue another revenue stream with the broadband project, or possibly lease the spectrum to sprint..!!
Anyway once they announced the news... Spreads PPS is going straight up..!!