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12-20-2013, 10:35 PM
That's the latest scuttlebutt loosed right at the bell to goose a market that is on the verge of breaking down.
This has been rumored before, and is ** more-intelligent **w than it was the last time.
The problem is that Sprint has a metric ton of legacy operating CDMA spectrum and customers that are entirely incompatible with what T-Mobile has for their customers (GSM and HSPA.)
Both are building out LTE. But there's a frequency problem between them in LTE licenses as well.
The LTE problem is less-severe than the other tech**logy issues with such an integration, and LTE is where everyone is headed. But anyone who thinks that such a tie-up wouldn't be tremendously disruptive to one or both carrier's customers in the present tense need only look at what happened with Sprint-Nextel.
A few years from **w (like five) when those legacy networks are mostly or entirely shut down and everyone is on LTE with manufacturers building phones with wideband (that is, "every conceivable band") LTE chipsets in them, removing the tech**logical impairment, this sort of deal looks damn attractive.
**w? **t so much.
Both firms have had a hell of a run in their stock prices this year, with T-Mobile US being spun off in late spring and having experienced close to a double since.
I'd be inclined to sell either into this pop -- **t because something might **t happen, but frankly because I believe either or both of these firms' management might be dumb e**ugh to actually do it.
أكثر... (http://market-ticker.denninger.net/akcs-www?post=226761)
This has been rumored before, and is ** more-intelligent **w than it was the last time.
The problem is that Sprint has a metric ton of legacy operating CDMA spectrum and customers that are entirely incompatible with what T-Mobile has for their customers (GSM and HSPA.)
Both are building out LTE. But there's a frequency problem between them in LTE licenses as well.
The LTE problem is less-severe than the other tech**logy issues with such an integration, and LTE is where everyone is headed. But anyone who thinks that such a tie-up wouldn't be tremendously disruptive to one or both carrier's customers in the present tense need only look at what happened with Sprint-Nextel.
A few years from **w (like five) when those legacy networks are mostly or entirely shut down and everyone is on LTE with manufacturers building phones with wideband (that is, "every conceivable band") LTE chipsets in them, removing the tech**logical impairment, this sort of deal looks damn attractive.
**w? **t so much.
Both firms have had a hell of a run in their stock prices this year, with T-Mobile US being spun off in late spring and having experienced close to a double since.
I'd be inclined to sell either into this pop -- **t because something might **t happen, but frankly because I believe either or both of these firms' management might be dumb e**ugh to actually do it.
أكثر... (http://market-ticker.denninger.net/akcs-www?post=226761)