Todd Allcock <elecconnec@AmericaOnLine.com> amazed us all with the
following in news:fvr2ug$fp6$1@aioe.org:
> At 06 May 2008 19:25:55 -0500 The Bob wrote:
>
>> You need to look at ARPU before making that statement. While churn
>> is high, there are still 50+ million paying customers on the books,
>> far more than T-Mo can claim. If they were simply looking for
>> pectrum, buying the Nextel portion of the portfolio would make more
>> sense.
>
>
> You're right, of course. What I was trying to say (very badly!) that
> Sprint's customer base would have little or no value if T-Mo tried to
> mass convert 40+ million customers to GSM, since they could take the
> opportunity to shop around if forced to switch to new T-Mo GSM
> equipment. "Old" AT&T, and to a lesser extent, Cingular, ran into
> this during the TDMA-to-GSM migration- a LOT of ATTWS customers,
> particularly, who "traded down" from a robust TDMA/analog network to
> an unfinished GSM one, ended up jumping to Verizon or, in lesser
> numbers, to Sprint.
>
> Frankly, if T-Mo could marry Sprint's spectrum and customer base with
> T- Mo's exemplary customer service, they'd be a force to be reckoned
> with.
>
> The real problem is what to do with Sprint's network- trying to
> integrate them and migrate one company's customers to the other would
> be expensive and very risky (the "jump ship" opportunity I mentioned
> above.) If T-Mo instead forgoes trying to integrate them, but instead
> leaves them be for the near-to-mid term, and holds off integrating
> until they can choose a single 4G upgrade path for both networks,
> (like LTE) they might pull it off.
>
>
>
>
Hmmmm- trying to manage a customer base using two different technologies.
Where I have heard that one before? :-)
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