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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (3233)9/6/2019 2:09:47 PM
From: Elroy Jetson  Read Replies (1) | Respond to of 13808
 
AT&T's primary 5G achievement is a little light in new phones which says '5Ge' when ever their customer is connected to a 4G-LTE connection. The 'e' means evolution, as in 10,000 years it might evolve into 5G.

As T-Mobile and Verizon continue to quickly upgrade 4G-LTE equipment to 5G networks, the difference between their networks and the AT&T network will become very noticeable.

AT&T has a very big dividend which has to be paid before network infrastructure budgets are made up. In addition, AT&T has a far more limited portfolio of 5G friendly spectrum.
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With Deutsche Telekom providing the cheap German capital, T-Mobile-(sprint) will soon be the dominant cell phone provider in America, followed by Verizon, with AT&T trailing far behind.



To: robert b furman who wrote (3233)9/6/2019 2:41:16 PM
From: Elroy Jetson  Read Replies (2) | Respond to of 13808
 
Europe has a lot of "national cell phone providers" which limits the easy growth of firms like Deutsche Telekom which has created a more global presence.

Deutsche Telekom has built-out their own cell phone network in 25 of the 28 European nations.

Deutsche Telekom owns major cell phone networks and 11 other nations as well.

Canada - United States - Mexico
Argentina - Brazil
China - India - Malaysia - Russia - Singapore - South Africa

Within Europe, Deutsche Telekom is by far the major telecom network - but that still sums to only a 21% market share.

That's why they're investing so heavily in North America and other economies.

US market shares are currently 35% Verizon, 34% AT&T and 30% T-Mobile. —— AT&T is going to be busy competing on price for poor service with the new Charter Communications cell network.




To: robert b furman who wrote (3233)1/29/2020 4:23:36 PM
From: Elroy Jetson  Read Replies (1) | Respond to of 13808
 
Are you adding to your T position here?

5.61% dividend - down, the chatter says, on fewer customers for Direct-TV and HBO streaming.