Fun to speculate on how to spend that 30B on the Marketing side. $ like that would be a Marketing Director's wet dream. Since the Business Dev guys failed (lol shots fired) maybe Marketing should get a chance.
For instance a 'come from TMUS and get a free iPhone 6 or LG3' or whatever the latest and greatest is atm. They could easily get 1 million (millions?) customers from a promo like that and not spend half a B. If it works you scale and expand that and you could crush TMUS, the most vulnerable with no contracts, and certainly impact the bigger 2.
Ergen knows that to take video wireless and cross platform, he'll need high frequency bandwidth to handle emerging tech like ultra HD and 3D.
Legere got one of his buddies to send out a dummy press release all to get Son to do his duty or get off the pot. Someone got a great deal at 7.07...
Definite buying opp right here right now...again, a year down the road, tmus or not, and assuming 600 mhz acquisition and fast deployment, S will be valued closer to T and VZ.
ouch...day-to-day, moment-to-moment u just never know with S, but the longer term should be all good
Yes...as speeds and usage increase their is easily room for 3 successful national wireless carriers. This is a true if you build it (correctly!) they will have no choice but to come. Previously wired applications, business and appliances will all go wireless and with more intense data usage. I see S as on track to being valued closer to its peers in 18 months or so. Maxing low end at the next spectrum auction is most critical step to the plan.
44% of AT&T customers are on unlimited plans that haven’t been available since 2010
People with a cellular plan that works for them tend to stick with it for a while, according to a new report from Consumer Intelligence Research Partners (via Business Insider). But for AT&T at least, no plan is proving as sticky as unlimited data. 44% of AT&T customers are on grandfathered unlimited plans — that haven’t been offered since 2010.
The report uses data from a survey of 500 people to estimate what proportion of subscribers to the big four carriers are on unlimited data plans. CISP’s survey, however, contradicts AT&T’s own numbers which state that “81% of smartphones are on metered plans.” Aside from AT&T, of course, Sprint and T-Mobile, both of which highlight unlimited data in their marketing, have 78% of their customers on unlimited plans. Verizon has the smallest proportion of unlimited plans at 22% of its customers, partially due to a less forgiving grandfathering policy which requires subscribers to give up their unlimited data when upgrading their device.
According to the report, Verizon makes the most money per subscriber because it has the highest proportion of its customers on shared data plans. CRIP states Verizon is presumably is able to charge more for the same amount of data across several devices, as evidenced by its estimated 14 percent of Verizon subscribers paying over $200 per month. But this is an oversimplification: Neither T-Mobile nor Sprint have traditional shared capped data plans — subscribers can add secondary data devices to their voice plan, but those devices often tap into a unlimited bucket of data. If Verizon is making more money per subscriber, it is because it is charging more for data, not because of how many devices that data can be used on.
Alibaba late last week updated its IPO filing to suggest a valuation of $130 billion, up from $117 billion, according to estimates by The Wall Street Journal. The estimate was based on Alibaba’s disclosure of its stock-based compensation, which it set at $56 a share, up from $50 in a previous filing. Yahoo owns a 24% stake in Alibaba.
The potential ls for TMO to lose “Hundreds of millions” which is a big range, and all of it covers TMUS’ $35 million made in 2013, so no matter what the scenario, that’s a considerable hit on T-Mobile’s bottom line.
It was reported in the KC Journal, at the time of original purchase and subsequent market buys, that their was some kind of Japanese tax advantage to 80%+ ownership. The exact details were never clarified.
PC Mag coming out and showing Sprint as last in LTE coverage and speed in every major market they tested did not help. The story came out Wed...it shows Son still has a lot to do and it's going to be a battle. Without low Mghz spectrum he has no chance. By merger, purchase or auction they need it in place asap.
Inside sources state the combined company of Sprint and TMobile SoftBank USA, would keep the sprint framily structure but would start with a $60 flat taxes and fees included plan offering unlimited talk unlimited text unlimited data (no caps) and 5gb hotspot. Also includes international data roaming and free texts in over 100 countries.
Also concerning the name. And I quote “If we see opposition to the name change of SoftBank USA , the company is prepared to move forward as Sprint in magenta coloring”
Also quote “The board feels if needed the sprint name being an American born company would be easier to keep its namesake then the German counterpart”
Also quote “If this acquisition goes through SoftBank USA will introduce the lowest cost plans the industry has ever seen”
I've seen headlines as low as 2 billion (typo i guess) and as high as 50. The internet where clarity and fact-checking take a back seat...
I'd have to say this looks like an easy 15% gain in a few weeks.
Classic cars have been one of the best investment classes over the last 20-30 years. Then there's the fun factor...