Is DISH Networks About to Steal T-Mobile From Sprint? http://www.fool.com/investing/gener...tworks-about-to-steal-t-mobile-from-spri.aspx
Is DISH Networks About to Steal T-Mobile From Sprint?
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Barclays analyst ponders who benefits from potential Dish/T-Mobile merger
Jul 10 2015, 18:42 ET | About: T-Mobile US, Inc. (TMUS) | By: Jason Aycock, SA News Editor
T-Mobile (TMUS +0.6%) and Dish Network (DISH +2.7%) entered into merger talks last month in a media/telecom industry boiling with consolidation, but who would benefit more from the tie-up?
Barclays' Amir Rozwadowski (while laboring not to comment on the specific deal) hints that T-Mobile may have the bigger benefit in getting their hands on Dish's spectrum haul.
More and more of us are consuming mobile video, and that calls for "bigger highways," he says: "When you look at where T-Mobile's need will be -– not over the next one to two years, because they definitely have a strong spectrum portfolio to support themselves -– but when you look at the data bandwidth growth over the next five to 10 years, there is certainly an attractiveness to having more spectrum." (video)
Asked whether T-Mobile CEO John Legere needs to do a deal after failing to tie up with AT&T or Sprint: "I think the question really is, how much -- grand ideas does he have for the business over the longer term?"
Last week, analyst Craig Moffett expressed skepticism the deal would go through and that it wasn't about synergies: "Although it was touted as Dish buying T-Mobile, it would really be T-Mobile buying Dish's spectrum through a complicated transaction."
http://seekingalpha.com/news/262362...rom-potential-dish-t-mobile-merger#email_link
Jul 10 2015, 18:42 ET | About: T-Mobile US, Inc. (TMUS) | By: Jason Aycock, SA News Editor
T-Mobile (TMUS +0.6%) and Dish Network (DISH +2.7%) entered into merger talks last month in a media/telecom industry boiling with consolidation, but who would benefit more from the tie-up?
Barclays' Amir Rozwadowski (while laboring not to comment on the specific deal) hints that T-Mobile may have the bigger benefit in getting their hands on Dish's spectrum haul.
More and more of us are consuming mobile video, and that calls for "bigger highways," he says: "When you look at where T-Mobile's need will be -– not over the next one to two years, because they definitely have a strong spectrum portfolio to support themselves -– but when you look at the data bandwidth growth over the next five to 10 years, there is certainly an attractiveness to having more spectrum." (video)
Asked whether T-Mobile CEO John Legere needs to do a deal after failing to tie up with AT&T or Sprint: "I think the question really is, how much -- grand ideas does he have for the business over the longer term?"
Last week, analyst Craig Moffett expressed skepticism the deal would go through and that it wasn't about synergies: "Although it was touted as Dish buying T-Mobile, it would really be T-Mobile buying Dish's spectrum through a complicated transaction."
http://seekingalpha.com/news/262362...rom-potential-dish-t-mobile-merger#email_link
