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Ford Motor Co. Message Board

smalls_62 10458 posts  |  Last Activity: Dec 24, 2014 3:10 PM Member since: Nov 10, 2009
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  • TMUS with the same cramming fines that AT&T was put on the hook for at $105 million back in October.

    TMUS has been making major inroads on quality and breadth of coverage and it has shown in third party signal surveys. TMUS set to complete its LTE build across the U.S. in late 2015 (about the same time VOD will throw the switch on MVNO). TMUS went from 205 million covered to start this year, 250 mil end of 2014 and +300 mil coverage by late 2015. TMUS also deploying LTE-A in the major markets with plans laid out to cover 23 of top 25 populated markets with LTE-A by end of 2015. This means 20X20 dual band aggregation providing live streaming TV speeds. Verizon sold TMUS a tranche of 700 MHz spectrum in early 2014 to obtain the needed spectrum by TMUS. TMUS quality of network is screaming skyward and will be in a strong position when VOD flips the switch as an MVNO. The foremost target indicated by VOD is multi-national corporate accounts. VOD has thrown down the gloves....

    Some have pondered if VOD should just buy TMUS. A mobile network with great coverage VOD would control instead of being under VZ's thumb at the 45% ownership stake in VZ Wireless that VOD sold.

  • Reply to

    New AT&T Competition in 2015 ?

    by echo2l65 Dec 24, 2014 2:36 PM
    smalls_62 smalls_62 Dec 24, 2014 2:50 PM Flag

    TMUS with the same cramming fines that AT&T was put on the hook for at $105 million back in October.

    TMUS has been making major inroads on quality and breadth of coverage and it has shown in third party signal surveys. TMUS set to complete its LTE build across the U.S. in late 2015 (about the same time VOD will throw the switch on MVNO). TMUS went from 205 million covered to start this year, 250 mil end of 2014 and +300 mil coverage by late 2015. TMUS also deploying LTE-A in the major markets with plans laid out to cover 23 of top 25 populated markets with LTE-A by end of 2015. This means 20X20 dual band aggregation providing live streaming TV speeds. Verizon sold TMUS a tranche of 700 MHz spectrum in early 2014 to obtain the needed spectrum by TMUS. TMUS quality of network is screaming skyward and will be in a strong position when VOD flips the switch as an MVNO. The foremost target indicated by VOD is multi-national corporate accounts. VOD has thrown down the gloves....

    Some have pondered if VOD should just buy TMUS. A mobile network with great coverage VOD would control instead of being under VZ's thumb at the 45% ownership stake in VZ Wireless that VOD sold.

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 24, 2014 2:37 PM Flag

    Trees....that if someone wanted an NFL fix could easily position the satellite in an appropriate spot to avoid the trees or complete a small removal. Rules that would be against the law to prohibit the satellite?

    I have satellite TV but wonder why you have both. Satellite isn't all that intrusive as you lead it to be but the weather headaches can be annoying on occasion. You have a bad installer if he is drilling new holes in exterior walls to run cable into an existing structure. "cutting" into your roof....LOL You really don't know much about satellite install/clueless urbanite who knows nothing about satellite installation. I've even seen one apartment dweller mount the dish to a tire rim and placed it on the ground outside his door. Your extremely urban apartment owners might make it highly difficult to have a dish but even then the NFL ticket only represents a 10% potential AT BEST within those structures. A loss leader in the NFL isn't going to hold customers who could care less about the NFL.

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 24, 2014 2:16 PM Flag

    Most on cable already have the ability to go to satellite TV. Maybe some select market openings in completely urban apartment building will now have the opportunity over streaming but even then the rest of the country uptake is only 10%. Streaming live TV capabilities opens DTV's other 90% of the market to dozens of new competitors.

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 24, 2014 2:05 PM Flag

    It only amounts to 10% of subscribers.....not as "HUGE" as you lead it to be.

  • Reply to

    Roll that High Speed Internet out Smalls/Nige

    by foxnewzz Dec 24, 2014 12:16 PM
    smalls_62 smalls_62 Dec 24, 2014 2:00 PM Flag

    10% of DTV customers subscribe to NFL Sunday Ticket and your eager to expose the other 90% to dozens of other Pay TV bundling competitors? LOL What a hoot. T is struggling with falling revenue defending market share against two smaller players in the mobile carrier market. What do you think is going to happen to DTV revenues when local markets go from just 2 or 3 competitors to 30 and even greater when ala carte is considered? DTV=AOL rerun. The dagger will be in the heart of DTV profits.

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 24, 2014 1:55 PM Flag

    I'm not the Klown deleting post history and hiding behind multiple IDs.

    No proof in deployments as AT&T is already balking at planned deployments.

  • Reply to

    DTV this guy nailed it

    by foxnewzz Dec 24, 2014 12:59 AM
    smalls_62 smalls_62 Dec 24, 2014 10:15 AM Flag

    Not sure why Yahoo eating. Short version attempt.

    Regulators forcing the sale have signaled they would not approve a sale to AT&T. Deemed T not a valid competitor as the two still have heavy ties even after T sold its stake in AMX. A former AMX brass sits on T's board of directors.

    ....AT&T's position is too strong already? LOL A distant third place position.

    Your author is clueless and did not nail it. Latin America offers low revenue growth and is more than overshadowed by its 80% of revenue in the U.S. coming under heavy pressure by IPTV competition as bandwidth explodes over the next couple years.

  • Reply to

    Phenomenal deal for AT&T in Mexico

    by foxnewzz Dec 23, 2014 9:40 PM
    smalls_62 smalls_62 Dec 24, 2014 3:19 AM Flag

    LMAO. Good luck.

  • smalls_62 smalls_62 Dec 24, 2014 3:06 AM Flag

    Someone a lot smarter than you but although is a low bar to cross.

    T trailing into the market as others already in this niche. This is just a sign of things to come. Streaming is going to destroy existing bundler margins. Tons of new competition coming via IP pipeline.

  • Vodafone set for more data offloading from spectrum demands. The less data demands over spectrum the better for VOD (and any carrier).

  • Reply to

    Buffett buys back into DTV. SWEET

    by ezalldee Dec 23, 2014 12:52 PM
    smalls_62 smalls_62 Dec 23, 2014 7:08 PM Flag

    "DirecTV shareholders will start losing money only if AT&T declines more than 10%, i.e., below $30."

    DTV shareholders could lose if FCC or DOJ blocks the deal OR AT&T wises up and back out. Satellite TV market moat is set to crumble as new technologies (LTE-A, G.fast, DOCSIS 3.1) bring +100 mbps bandwidth and IPTV along with it. Apple has an app with 25 or so TV bundlers to stream TV over the web. Consumers go from 3 or maybe four local choices to a couple dozen with adequate bandwidth for live streaming TV. Existing pay TV bundler margins come under pressure with so many competitors operating on IP. I don't put much weight in TV having the light bulb come on as there is a possibility of regulators blocking the deal.

    Check out "How the AT&T–DirecTV Merger Fails the Antitrust Test" Herfindahl-Hirschman
    Index (HHI) used by DOJ indicates a no go. "AT&T offers its U-Verse pay-TV service in several dozen DMAs, with about 99 percent of its subscribers residing in 64 of the nation’s 210
    media markets. And in each and every one of these markets, AT&T’s
    takeover of DirecTV violates the DoJ’s guidelines." ....."the level of market concentration
    post-merger would be worse than it was in the T-Mobile deal."

    The difference between DTV-AT&T and COMCSA-TWC is that T is eliminating a competitor in local markets. TWC has partnered with Charter Communications to carefully carve up Comcast where Charter takes assets in any market where Comcast and Time Warner have overlapping coverage. Therefore their is no competitor elimination in any given local market.....whereas T's U-verse offering is a clear elimination of a competitor with DTV purchase. Maybe regulators don't save T from itself. AT&T will get burned badly with an AOL rerun in the making.

  • Reply to

    AT&T div...

    by oilnboil427 Dec 23, 2014 12:15 PM
    smalls_62 smalls_62 Dec 23, 2014 6:46 PM Flag

    "Cable can reposition with G.fast or DOCSIS as an ultra high speed bundler with a low cost bundle."

    as an ultra high speed ISP with a low cost TV bundle is what should have been posted.

  • Reply to

    AT&T div...

    by oilnboil427 Dec 23, 2014 12:15 PM
    smalls_62 smalls_62 Dec 23, 2014 6:23 PM Flag

    Spot on oilnboil. There is a reason this yield is high and unheard of in blue chips. Risk. Adding to wireless price war you have T venturing off into an AOL rerun with its purchase of DTV. Spending nearly 70B on a pay TV business model in DTV just as satellite TV is about to find itself in a massive increase in competition across the U.S. as bandwidth capability explodes across several new technologies coming to market.

    LTE-A for mobile carriers providing speeds up to 150mbps, G.fast for twisted copper ISPs springing old copper beyond DSL capabilities up to 1 gbps (although real world will be 600-900 mbps), and both G.fast and DOCSIS 3.1 for cable operators at similar speeds of twisted copper. Apple has 25 cable companies tied into an app to stream TV. This app is useless over the typical U.S. bandwidth of 10 mbps. 15-18 mbps needed for Netflix but some in the industry believe up to 30 mbps for each TV to stream lag free live TV. 2.5 TVs per U.S. household streaming at once means as much as 90 mbps to take care of 3 TVs at once.

    LTE-A connection could take care of a typical U.S. household let alone the huge bandwidth by fixed lines. Search LTE-A, G.fast, and DOCSIS 3.1. Do some DD and you will find LTE-A already being deployed, even strong deploy by TMUS, and G.fast well on its way as the ITU final ratification of standards recently completed Dec. 8th. Once consumers have the adequate pipeline for live streaming TV they aren't limited to their "local" cable provider bundles and the two national satellite TV companies. Consumers go from 3 (or 4 in a few select markets) to an easy couple dozen possible TV bundlers. The pay TV BUNDLER margins will shrink with that much competition. Cable can reposition with G.fast or DOCSIS as an ultra high speed bundler with a low cost bundle. AT&T buys a company which doesn't have a 100 mbps pipe. 15 mbps at best and inadequate for IPTV. Especially for a home with more than one TV. DTV=AOL rerun.

  • Reply to

    Why not a US firm?

    by hrdwkgdog Dec 23, 2014 3:46 PM
    smalls_62 smalls_62 Dec 23, 2014 4:22 PM Flag

    Because AT&T lobbied against municipalities and your beloved cable companies are dragging the lag as long as possible to protect their pay TV market moat that will be lost when +100 mbps broadband is delivered. FCC might have the final say in the bought off state legislators.

    How big telecom smothers city-run broadband
    AT&T, Comcast, Time Warner Cable use statehouses to curb public Internet service

  • Reply to

    That Philly VOD was not mounted by ATT

    by smalls_62_spamalert Dec 23, 2014 1:22 PM
    smalls_62 smalls_62 Dec 23, 2014 3:46 PM Flag

    VOD wouldn't 'stand' for a low baller in T. You have to pay to play. Since T couldn't grab the fine "philly" it has locked into an STD filled old mare by the name of DTV. The DTV transmission of diseases not yet completed as T shareholders best hope is for FCC to knock T off the standing DTV mare full of STDs. If FCC doesn't (rooster) block the deal, just a matter of time before the lesions surface in the satellite TV business model. VOD running for the global filly triple crown aka filly tiara and the TMUS MVNO move placed VOD in the U.S. race. The time to buy is when things are burning just like the U.S. market back in 2008-2010. EU in same boat currently.

  • smalls_62 smalls_62 Dec 23, 2014 3:36 PM Flag

    Echo, that was one sthoopid post. The vast majority of the country has DSL just as I with speeds lucky to break 10 mbps. Kind of like dial up before DSL came in to crash the party for AOL-TWC. G.fast at 20% of the cost of full fiber is a capex tailwind for truly high speed broadband exceeding 100 mbps. ....goes without mentioning the early tail winds of LTE-A. When you ask? Rolling 2015 but in full speed movement by 2016 for both LTE-A and G.fast.

  • smalls_62 smalls_62 Dec 23, 2014 2:06 PM Flag

    Agreed Tre. He rolls from one ID to another. People were pounding the table of AOL and TWC being a media game stopper without consideration for technology change.

    Fox, technology change is all I've got? LOL Ask AOL how much they laughed HAHAHA as DSL destroyed their business model. DTV will be singing the same sad song as bigger bandwidth technologies leave DSL in the dust.

  • smalls_62 smalls_62 Dec 23, 2014 1:59 PM Flag

    Where do you live Killroy? Telling me you are one of 2.3 million in the U.S. still using AOL dial up? ROFLMAO

    Truly rural moat in dial up areas may not even hold for satellite as carriers roll out LTE-A that provides broadband speeds sufficient for streaming live TV. Your ruse of a rural setting protecting satellite TV is a joke. It didn't protect AOL when DSL was rolled out. Rural won't protect satellite TV moat when LTE-A, and G.fast upgrading DSL connections, are rolled out in mass quantity. AOL's last leg of profit on 2.3 million might even be imperiled with LTE-A although that could still be a few years away. LTE-A will be targeted to high populations and expanded from there. With several carriers providing over 90% LTE coverage by end of 2015. it isn't all that inconceivable carrier dual band aggregation is swiftly deployed to more rural settings. Lower spectrum consumption/demands due to lower pops would be easier to satisfy the traffic demands without large additional spectrum blocks needing to be purchased.

  • smalls_62 smalls_62 Dec 23, 2014 1:35 PM Flag

    TIM is PURE speculation trash. Was DTV not able to afford the necessary bid price on its own/not worth it? AT&T entering heavy leverage territory with DTV purchase will leave little room for T to make addiitional significant acquisitions. DTV doesn't open the TIM door. T would have to open another door beyond DTV. T would have to add additional debt for TIM. DTV purchase does not include TIM ya maroon. If TIM had such great potential then DTV should have stepped to the plate with a better bid. Your logic is flawed. DTV=AOL rerun.

    You continue in failure of recognizing 15 or less mbps is not really high speed broadband. 100 mbps area or greater is the next level being pursued by technologies coming to market currently (LTE-A, G.fast, DOCSIS 3.1, with continued full fiber deployments).

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