Tmobile now in an unenviable postion?
Pulled this off an article suggested by someone in the Verizon forum:
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T-Mobile is far more problematic. It is now a minnow floating behind three giants and has the least clear growth path of any of the players. Although it has been innovative in building a national Wi-Fi hotspot network that has improved its customer acquisition and loyalty overall, this is small fry considering that it does not expect to be able to launch 3G for two more years. While its parent company is highly committed to a creative multi-network strategy encompassing cellular, Wi-Fi, WiMAX and Flarion, the US arm, for all its successes in building subscriber base and ARPU, lacks the spectrum to have a clear way forwar...
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T-Mobile is far more problematic. It is now a minnow floating behind three giants and has the least clear growth path of any of the players. Although it has been innovative in building a national Wi-Fi hotspot network that has improved its customer acquisition and loyalty overall, this is small fry considering that it does not expect to be able to launch 3G for two more years. While its parent company is highly committed to a creative multi-network strategy encompassing cellular, Wi-Fi, WiMAX and Flarion, the US arm, for all its successes in building subscriber base and ARPU, lacks the spectrum to have a clear way forwar...
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That is interesting... I underestimated the relationship between Tmob Int'l and Tmob USA... Tmob USA Execs have been pretty good strategically though... I also wonder what the outcome will be...
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speck said:So, let's see...Tmobile doesn't have the money for a 3g network upgrade, and Deutsche doesn't want to pony it up. That's bad. If they can't get on a competitive footing...what hope do they have of revenue growth? Putting aside $2.64 billion dollars for spectrum is great...but it'll be a bidding war with carriers in a much better financial situation. We'll see.
That is interesting... I underestimated the relationship between Tmob Int'l and Tmob USA... Tmob USA Execs have been pretty good strategically though... I also wonder what the outcome will be...
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Two options I can clearly see would be...
a) Not change anything and stay in the mid-bracket like US Cellular and compete w/ the smaller companies instead of the top 3...
b) swallow their pride and put the company in debt for a massive spectrum purchase or buyout... to compete w/ the top three...
Tmob is great at adding customers at an incredible rate, but w/ 3 companies w/ a customer base at more than 2x that of Tmob it would take years for Tmob to catch up and w/ this industry the playing field would probably change again... I bet the Tmob execs are already weighing their options.
a) Not change anything and stay in the mid-bracket like US Cellular and compete w/ the smaller companies instead of the top 3...
b) swallow their pride and put the company in debt for a massive spectrum purchase or buyout... to compete w/ the top three...
Tmob is great at adding customers at an incredible rate, but w/ 3 companies w/ a customer base at more than 2x that of Tmob it would take years for Tmob to catch up and w/ this industry the playing field would probably change again... I bet the Tmob execs are already weighing their options.
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speck said:
Two options I can clearly see would be...
a) Not change anything and stay in the mid-bracket like US Cellular and compete w/ the smaller companies instead of the top 3...
b) swallow their pride and put the company in debt for a massive spectrum purchase or buyout... to compete w/ the top three...
Tmob is great at adding customers at an incredible rate, but w/ 3 companies w/ a customer base at more than 2x that of Tmob it would take years for Tmob to catch up and w/ this industry the playing field would probably change again... I bet the Tmob execs are already weighing their options.
Good point.
You also have to consider that the "exec's" are also considering T-Mobile as a whole. They ...
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You're absolutely right. I overlooked the fact that Tmob USA decision's do effect the entire company... I can see why Tmob Int'l has taken the unexpected stance... Tmob USA is not the only i guess you would say "branch" and not the only country they're in... I didn't think of it that way... The money Tmob as a whole is having to put in to upgrade their other markets internationally to 3G and stay competitive in markets where they compete w/ Vodafone and Orange has got to be phenomenal... Tmob USA being so new to the family and everything that has already been put into Tmob USA... It actually develops another option...
They may just be biding their time to see how the american market unfolds once the merger frenzy dies down and to finish t...
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They may just be biding their time to see how the american market unfolds once the merger frenzy dies down and to finish t...
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speck said:
...They may just be biding their time to see how the american market unfolds once the merger frenzy dies down and to finish their launch plans in their International markets...
I think you nailed that one right on the head, my friend 😉
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bizkitsngravy said:Yes, they've been taking a "let's just sit back and see what unfolds" approach since day one. It's paid off for them so far...speck said:
...They may just be biding their time to see how the american market unfolds once the merger frenzy dies down and to finish their launch plans in their International markets...
I think you nailed that one right on the head, my friend 😉
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speck said:...
You're absolutely right. I overlooked the fact that Tmob USA decision's do effect the entire company... I can see why Tmob Int'l has taken the unexpected stance... Tmob USA is not the only i guess you would say "branch" and not the only country they're in... I didn't think of it that way... The money Tmob as a whole is having to put in to upgrade their other markets internationally to 3G and stay competitive in markets where they compete w/ Vodafone and Orange has got to be phenomenal... Tmob USA being so new to the family and everything that has already been put into Tmob USA... It actually develops another option...
They may just be biding their time to see how the american market unfolds once the merger
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It is indeed interesting. I work for the company, and that was the first I've heard of that. I suspected as with talks of another major merger (sprint-nextel,) T-Mobile would eventually have to take into consideration it's simple, effective marketing strategy, solutions, and service so many of it's customers are happy with are being faced now with higher demands.
The common consumer who would once not care about the 3 second connect difference between GPRS and EDGE now are becoming more educated, and wanting something as soon as it comes out, and the old-school faithfulness to a company who has treated you well in the United States has become diminished. Customers' are quick to complain, and quick to change at the same time.
Carriers...
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The common consumer who would once not care about the 3 second connect difference between GPRS and EDGE now are becoming more educated, and wanting something as soon as it comes out, and the old-school faithfulness to a company who has treated you well in the United States has become diminished. Customers' are quick to complain, and quick to change at the same time.
Carriers...
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Personally, I'm glad we're taking a "wait and see" stance. With all this merger madness going on there is going to be a tremendous amount of fallout, because every time you merge two companies there are going to be customers who are ticked off about it and want to express their displeasure by bailing out. TMobile will be there patiently waiting with a big old smile and a "no mergers in the works" stability angle that will set very nicely with customers who are cranky at upheavals and involuntary changes of carrier.
I think we're going to clean up, and use the extra money to bump up the network.
I think we're going to clean up, and use the extra money to bump up the network.
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I agree. I think the company's attitude about doing business is what truly seperates us from the rest. We are able to focus on service, and we by far have all the basic needs covered, and even some extras. However, our patience I believe, will by far pay off in the long run.
(One thing that has never been brought up before, at least not that I've seen in here: How many people are out there that just want a phone? How many people couldn't care less about data, or wi-fi, or edge, or what phones will wipe your butt etc...I know plenty myself who have T-Mobile because we have the best prices, coverage works well for where they need it, and they have outstanding customer support available to them. There are a lot of consumers who's phone ne...
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(One thing that has never been brought up before, at least not that I've seen in here: How many people are out there that just want a phone? How many people couldn't care less about data, or wi-fi, or edge, or what phones will wipe your butt etc...I know plenty myself who have T-Mobile because we have the best prices, coverage works well for where they need it, and they have outstanding customer support available to them. There are a lot of consumers who's phone ne...
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bizkitsngravy said:
... We may not *yet* be one of the big boys, but we'll be here for a while.
I meant not here (in the U.S.) T-Mobile on the whole worldwide is pretty darn big.
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I'm with ya there--we picked up towers and spectrum from Cingular when they mortgaged the family farm to buy ATT and had to divest, and we might yet pick up more goodies as time goes on. I'm always leery of companies that are too quick to grab up big indigestible chunks of other companies--they over extend themselves and end up pleasing no one and alienating their core customer base, while picking up liabilities they then have to service--like Cingular picking up all of ATT's bad debt, ouch!
And I HEARTILY concur about the civility of this forum, I really appreciate it! 🤣
And I HEARTILY concur about the civility of this forum, I really appreciate it! 🤣
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