* Posts by 186k

5 publicly visible posts • joined 5 Dec 2011

Shades of Mannesmann: Vodafone should buy T-Mobile US

186k

..but what about fixed?

I've also daydreamed about this possibility but it's seems pretty unlikely as Vodafone management are really fixated on combining fixed & mobile telecoms in developed markets and that just wouldn't be possible in the US

EU sets ball rolling on ominous telly spectrum review

186k

Re: Freeview isn't a broadcaster

Agreed. Bill made the same mistake in his earlier piece in March about the £240m annual spectrum charge. For the record, Freeview the marketing company will not have to pay for this directly. The entities that will face this Administrative Incentive Pricing charge for spectrum are the spectrum rights owners and these are called the mux operators that underpin the Freeview DTT service. There are six muxes and they are owned by a mixture of Arqiva, BBC and the other FTA broadcasters. These entities use the mux capacity for their own channels or rent out to 3rd parties for significant amounts ~£10m+

Wireless performance will collapse, prices rise: Deloitte

186k

Re: Full of crap

Hear hear!! I just read the section on spectrum shortage in their report and the expected 50 fold increase is just stated in the text by Deloitte - no source, no accompanying workings, nothing. 50X increase by 2012 is widely aggressive and is far higher than even the very optimistic and often criticised Cisco forecasts

Three beds Samsung for its own LTE mobe broadband kit

186k

Is this a negotiating tactic?

Interesting announcement. I wonder whether 3 will actually build much network with Samsung. It might be that they are going to build in dense urban areas only or alternatively the deal with Sumsung could be part of a pre-deal dance with EE prior to extending MBNL to 4G. I would be surprised if Three are actually going to build a full 4G network as their network economics would always be inferior to EE and the shared network of 02 & Vodafone

Verizon slips $3.6bn shiv into AT&T, T-Mobile ribs

186k

This is definitely the deal that AT&T should have done and not just in hindsight. Trying to acquire the 4th major was always going to struggle on the antritrust front. By the way Pop is short for Population not point of presence