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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (8325)12/12/2004 9:46:50 PM
From: ftth  Read Replies (2) of 46821
 
Some Sprint+Nextel commentary from Telepocalypse:

Between Nextel and Sprint they control 90% of the 2.6GHz MMDS spectrum in the US. They’ve dithered for years over what to do with this, and written down the asset by the odd billion or two over the same period. The synergy of this deal is not that they will deploy in this area because of their combined footprint, but that they won’t. My guess is that the MMDS spectrum will be kept in the cupboard behind the stationery supplies in HQ for the forseeable future.

The combined entity will end up on Qualcomm’s EV-DO path because it’s laggy and the reverse link sucks.


the rest is at telepocalypse.net
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