Dish to bid for T-Mobile/Sprint assets

[Nebugeater]

Just remember the successes

.

 

[Tampa8]

Just remember the successes

.

DISH bought a bankrupt company, used the name brand for awhile and got some use out of it. Not following your meaning?

 

[Tampa8]

My understanding is that New T-Mobile would give wholesale access to their newly combined (T-Mo+Sprint) national network -- including both 5G and 4G -- to Boost Mobile at preferential rates for a certain number of years. No idea about what roaming agreements that Boost currently has in place, or might have after its spin-off, though.

As I imagine it, if DISH were to acquire Boost plus some bits of divested T-Mo spectrum, Boost would allow them to immediately have an up-and-running cellular service pulling in money. Boost currently has millions of subscribers (getting access to the nationwide Sprint network). Current Boost customers and the entire operation serving them would simply transfer over to DISH. I could see it being renamed from Boost Mobile to DISH Mobile, of course.

The new phones that DISH Mobile would push to customers would be the same as those sold for the New T-Mo, because they would support all of the bands from the current T-Mo and Sprint networks. (I imagine that many, maybe most, of the phones now in use on Boost do not fully support the T-Mo network.)

Meanwhile, DISH would be building out their own 5G nationwide network from scratch that would operate across the spectrum that they own. That would take years and require LOTS of capital investment. As pieces of that new network go live, DISH would begin selling phones that support not only New T-Mo's network but also DISH's own new homegrown 5G network. Depending on how well DISH Mobile performs in the marketplace, and how long their wholesale agreement would last with New T-Mo and under what terms, I wonder just how much incentive DISH would have to build out a substantial nationwide network that could really compete on its own against the other three major networks.

Would the ultimate goal for DISH be to eventually transition away from using the New T-Mo network completely (or perhaps indefinitely use it but only for limited roaming) or would it be to actually only build out a limited 5G network in places that would be most complementary to the New T-Mo network and in ways that would allow DISH to claim a better overall user experience than New T-Mo? ("We give you access to all their towers plus some more where it counts, guaranteeing better coverage and higher average speeds!")

At&t did just that - a dual network phone for TDMA and GSM as they built out their GSM network. Obviously At&t already had a network but I can see DISH having a customer base also as you suggest.

Very importantly, the FCC is going to likely give alot of latitude if DISH can be a potential fourth cellular or data wireless network. It appears Tmobile and Sprint really want their deal so all things considered this may be the time for DISH to strike. There have been as we know alot of rumors over the years and start and stops so I am guarded it will happen but it just seems like the universe has finally come together for DISH on this.

 

[mdram]

Very importantly, the FCC is going to likely give alot of latitude if DISH can be a potential fourth cellular or data wireless network. It appears Tmobile and Sprint really want their deal so all things considered this may be the time for DISH to strike.

i doubt this, as the FCC is already hounding dish for putting off the use of the spectrum for so long

 

[Tampa8]

i doubt this, as the FCC is already hounding dish for putting off the use of the spectrum for so long

Well I say you are wrong. In fact that is MORE reason to support DISH as they will be doing what the FCC wants. By your standard they will hold it against DISH if use the spectrum or they don't use it and that isn't how the FCC works. They want a fourth competing company that's why they didn't want DISH to hold on to the spectrum, but if DISH is that forth company they will have zero problem getting it started.

 

[navychop]

Dish planned to use 5G. 5G has been delayed. Plenty enough reason for a generous extension.


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[Juan]

Except its a internet service

Not sure “Dish Mobile” is such a good name. Maybe make it more folksy and call it “Charlie’s Mobile” - or better yet, “Charlie Chat.”


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[navychop]

We’re talking about Dish grabbing Boost to become a cell service.


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[Juan]

They want to use the cell service to distribute dish network....no money in phone calls...atleast thats how scott explained it

We’re talking about Dish grabbing Boost to become a cell service.


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[Tampa8]

They want to use the cell service to distribute dish network....no money in phone calls...atleast thats how scott explained it

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Long run yes. But they have to start somewhere and getting a customer base is a start. Wireless data is likely the goal to provide streaming from DISH on their own network. If it can be a cell service too fine.

 

[Juan]

There is no growth in cell service...everyone has a cell phone..the market is saturated

Long run yes. But they have to start somewhere and getting a customer base is a start. Wireless data is likely the goal to provide streaming from DISH on their own network. If it can be a cell service too fine.

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[Tampa8]

There is no growth in cell service...everyone has a cell phone..the market is saturated

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That's an argument for selling cell phones it has become more dependent on people getting a new one, not getting their first one. The fact everyone has a cell phone is a plus, the more people to try and get to your network. Just like everyone eventually having a TV or two became a boom to Cable/Satellite to have more potential customers. And again, the plan is to deliver DISH entertainment more than a cellular service no doubt. But if you can get an instant customer base of cell phone users as a start why wouldn't DISH do that?

 

[joewhite57]

That's an argument for selling cell phones it has become more dependent on people getting a new one, not getting their first one. The fact everyone has a cell phone is a plus, the more people to try and get to your network. Just like everyone eventually having a TV or two became a boom to Cable/Satellite to have more potential customers. And again, the plan is to deliver DISH entertainment more than a cellular service no doubt. But if you can get an instant customer base of cell phone users as a start why wouldn't DISH do that?

And being a boomer I consider myself a potential customer. I brought my phone and number from AT&T to T-mobile. Offer me equivalent service at a lower bottom line and I’m there. Don’t think I’ll ever do another cell contract.

 

[NashGuy]

And again, the plan is to deliver DISH entertainment more than a cellular service no doubt. But if you can get an instant customer base of cell phone users as a start why wouldn't DISH do that?

I disagree with you on that point. I understand (what I assume to be) your line of reasoning: DISH is a TV service provider. But they use last-gen technology, DBS. They need a next-gen form of distribution technology, 5G, in order to continue on as a strong, viable TV service provider.

But here's the thing: once the distribution platform is the internet, everyone is basically on a level playing field. Sure, DISH could continue to operate a multichannel pay TV service (i.e. Sling TV, either in its current form or a future, more fully developed version of it) over whatever new set of internet-based pipes they develop or acquire. But they'll also be competing on those pipes (and all other internet connections) against AT&T/WarnerMedia, Comcast/NBCUniversal, Netflix, Disney/Hulu, Amazon, Apple and other major players.

When it comes to TV, what does DISH/Sling TV have that makes it distinctive? Nothing. And that's because, unlike all the other companies I mentioned above, DISH does not own content. The future of video entertainment belongs to those companies who have their own content that they can distribute directly to consumers (and also use as "trading cards" around the pay TV distribution poker table when trying to get other major powers to cooperate with them). DISH is holding a pretty poor hand when it comes to TV.

 

[Juan]

That's an argument for selling cell phones it has become more dependent on people getting a new one, not getting their first one. The fact everyone has a cell phone is a plus, the more people to try and get to your network. Just like everyone eventually having a TV or two became a boom to Cable/Satellite to have more potential customers. And again, the plan is to deliver DISH entertainment more than a cellular service no doubt. But if you can get an instant customer base of cell phone users as a start why wouldn't DISH do that?

5g is a different business from 4g...5g is competing against cable and telcos for internet customers(fixed 5g) there is no synergy between the 2..5g towers have to be mounted close to someones house(i.e. telephone pole) 4g is on a cell tower miles and miles away..Boost is a reseller..they dont own any cell towers..if they do very few..they have mostly low cost, non contract, month to month prepaid customers..you know..the ones always looking for a discount...this could be a mistake much much worse than the block buster deal

 

[Tampa8]

5g is a different business from 4g...5g is competing against cable and telcos for internet customers(fixed 5g) there is no synergy between the 2..5g towers have to be mounted close to someones house(i.e. telephone pole) 4g is on a cell tower miles and miles away..Boost is a reseller..they dont own any cell towers..if they do very few..they have mostly low cost, non contract, month to month prepaid customers..you know..the ones always looking for a discount...this could be a mistake much much worse than the block buster deal

I get that and see what you are saying. Boost is no more than getting DISH something to start with however. Boost isn't going to be the or even a partner with DISH. DISH needs someone who does know about exactly what you point out, as I said in an earlier post not necessarily a cellular provider in fact again as you point out better it be a 5G someone. I don't think the FCC or even the industry is ready to say no one can ever compete with the established players. Whoever it is will need to start just as DISH seems to be wanting to do. There needs to be actual competition ideally everywhere not just in some Cites or areas like Cable is now.

A literally yesterday example. We have one choice only in Ct for high speed internet, Charter/Spectrum. In Florida I have two Brighthouse/Spectrum and Frontier. I tried for quite sometime yesterday to get a reduced rate from the ever rising internet costs. I got it in Florida down from $68 to $49 because Frontier will give even faster speeds for $49. (Don't tell Spectrum I don't want Frontier unless I have to)
No deal can be had in Ct, they don't care because there is no competition. I looked and two years ago we were paying $42 and in two years now $68. They did up the speed but there is no choice, you get that speed or nothing in Ct also. There are speed choices in Florida.
I am certain the FCC wants another company to provide 5G service besides the existing companies because there just is not enough competition. It's there for cell service, not really for internet in many places.

 

[mdram]

i still believe satellite is more cost effective in the long run vs cell

how many sats can you launch for the price of a 4g or 5g national build out
to cover the same number of people

 

[Juan]

Not many

i still believe satellite is more cost effective in the long run vs cell

how many sats can you launch for the price of a 4g or 5g national build out
to cover the same number of people

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[Nebugeater]

DISH bought a bankrupt company, used the name brand for awhile and got some use out of it. Not following your meaning?

Didn't I say it was a success....

 

[ncted]

i still believe satellite is more cost effective in the long run vs cell

how many sats can you launch for the price of a 4g or 5g national build out
to cover the same number of people

Well, AT&T spent an average of $35 billion a year on their network from 2014-2018. If you assume the cost of a launched satellite is $1 billion, that is 35 satellites per year. I believe the actual cost is as little as a third of that for traditional satellites, maybe less with SpaceX, so ~105 per year. If you are talking about LEO satellites, SpaceX just launched 60 on a single rocket, so potentially far cheaper than traditional satellites.