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…And Then There Were Three

Sunday, March 20th, 2011

AT&T just announced that they will purchase T-Mobile USA from Deutsche Telekom for $39 billion.  This transaction – even after the FCC and DOJ force significant divestitures – will make AT&T the largest wireless carrier in the United States.  This will leave AT&T, Verizon (NYSE:VZ), and Sprint (NYSE:S) as the big three wireless carriers in the domestic U.S. market.The wireless industry will have 12 months to figure out the implications of this deal, but it will…

Which Princess Will Kiss This ‘Leap’ Frog?

Wednesday, March 16th, 2011

…and will it turn into a prince? Sprint Nextel has initiated project leapfrog with Alcatel Lucent, Ericsson, and Samsung to upgrade its network to LTE while also removing iDEN base stations and fully utilizing its 800MHz spectrum. This three year project is designed to leave Sprint with a competitive, nationwide LTE network while reducing operating costs. Could leapfrog also include the integration of a partner’s network? The evolution of Multiple-Input and Multiple-Output (MIMO) antennas plus the…

5 Reasons to Attend CTIA 2011

Saturday, March 12th, 2011

Everyone likes a party, and CTIA provides ample opportunities for festive networking.  Yet shrinking margins have lead to a downturn in wireless carriers attending industry events and many vendors and investment professionals have followed suit.  Nevertheless, 2011 may be year to come back. LightSquared will announce…something.  The talk on the street is about a Radio Access Network (RAN) sharing with Sprint.  Most speculation centers around a simple space sharing agreement, but new technologies (see below) and…

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