This is terrific for the nation’s telco infrastructure. A combination of elegant evolution in the telecommunications industry: #2 + #4 = #1 in U.S. with 130 million human subscribers. Besides becoming the largest carrier in the U.S. and bringing the count in the big US mobile carriers to just three, this purchase expands AT&T’s 4G LTE and makes AT&T the ONLY GSM carrier in the U.S.
This is WOW . This is all about wireless. Wireless created and caused this purchase. WE ARE THE ONLY LaaS COMPANY THAT ENABLES THEM BOTH, and we like to see our partners getting together.
I am on my way to speak at the CTIA event – the country’s major wireless conference in Orlando that kicks off tomorrow. This $39 billion deal was announced strategically ahead of this show and is sure to hijack any other news planned for the next 3 days.
Competitive landscape laid out by AT&T at:
An early take by analyst firm, Forrester Research — Charles Golvin from Forrester said:
“AT&T’s acquisition of T-Mobile, if approved, brings good news and bad news. The good news: high-speed mobile broadband service will improve in quality and coverage, including — in the long run — those in rural communities outside the reach of terrestrial broadband today. The bad news: the cost of that service won’t come down nearly as fast as customers would like, since AT&T and Verizon Wireless combined would own nearly three out of every four wireless subscriptions in the US. While clearly troublesome for Sprint and other mobile smaller mobile competitors, It’s also bad news for cable operators, whose incipient mobility products will suffer in comparison to what AT&T and Verizon can offer.”
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