The issues here is build out. Dish tired to build out a national network and failed for 1 simple reason. It will cost at least a 500 billion to build a national land based network that will give the same footprint as the big three. In a lot of cities, building permits for a cell tower takes 5 to 8 years to be issues. ATT, Verizon, T-mob have mature networks that have been build out for decades now. Yeah, you can come in with 500 billion in cash, but to compete head to head with the big three will take at least 20 years of building out and places like NYC, San Fran, LA... it's a 10 year process now to get a cell site build from start to finish and in NYC the cost is anywhere from 2, to 4 million just to build one cell site! Also the amount of spectrum in the 800 band is not very much and will only allow for a started build out, billions and billions more will have to be spent in spectrum buys. Dish was doomed, everyone knew it even the FCC and the SEC...! Dish was used to allow the T-Mob and Sprint merger to happen, it was the reason the merger was allowed, to get around all the SEC regs. However, everyone knew it was not possible and it failed. I am a 36 year RF engineer, at Verizon 17 years now.
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@g1 you can't change the speed of light, the speed of a radio wave and therein lies the problem and you can't get around it. The further you are away the more this become a problem. For example from the Earth to the moon a laser or a radio single takes 1.28 seconds or 2.56 seconds round trip. That is at the speed of light. No matter how much you protest that Musk and the tech heads will find a way to make it faster... well good luck with that because 100% of ALL known physics says you are not going faster than the speed of light. Maybe you need to take a course in James Clerk Maxwell's equations. Remember Einstein said he stood on the shoulder of Maxwell and considered him the smartest man he ever knew. So you think you are smarter than Maxwell and Einstein do you... right on, right on LOL
@d7 T-Mobile and investment firm KKR finalized a joint venture to acquire Metronet in July 2025 - Google that
@d7 This 💯!!
Melon can just buy VZ, take the infrastructure, then dump all they whiny b)(#)(# employees on the side
Agree if a linear build out. But my belief is consolidation going to happen. Way to many companies offering a low growth mobility/broadband.
Starlink playing the consoidation game.... think of long distance/LEC companies.
We have fiber to almost every site out there today. The old copper T1s and DS3 are old technology today. Do you really think they won't be able to improve latency on satellite transmissions with advanced technology? It's a far cry better today that it was yesterday. For those crying about physics not being able to be changed - wait and watch. I've already seen things that shouldn't be possible - and if you have any time in the industry, you probably have too.
Execs are worried. Why else do you think the big three have teamed up to put an end to dead zones? There is a bigger picture than just Elon Musk, or Verizon here. Are we there yet? Definitely not. Give it 10 years and it will be as common as FTTP.
high latency satellite internet garbage. overpriced to boot. the cultists subscribing to voice service will lots of audio quality issues
So it’s basically a fixed market for the big 3 with no hope for competitors to get in. That explains a lot. The laziness. The entitlement. The lack of any accountability. The execs that do nothing other than brag on LinkedIn as they play musical chairs with constant pointless reorgs.
@az seems the OP is more keen than you as they presented something on topic and you did not... just a slag off is all you brought to the table.
@bg That seems to be the point of the OP is it not? Musk is not building a cell netowork, what he will do is buy some spectrum and then buy Verizon, you can bank on it. Musk is not buying T-mob as they have no fiber because they sold it all off after they bought Sprint.
@OP Bingo! We have a winner! Exactly spot on! There seems to be a lot of Musk fanboys on here. Let me ask them all: A search ring is complete, how long does it take to get permits, construct and to RTI a cell site in Chicago? Dish simply failed here in Chicago even though they were able to take over some old Sprint sites because of the reasons the OP brought up! It is no longer possible to enter the market place of building a cell network from scratch in the US. And, the 800 spectrum has a lot of issues with it, with Public Safety, just ask Nextel!
You're not very telecom informed. Dish never intended to build a network but got forced to go through the motions when the FCC called his bluff before he could unload the spectrum. Anyone who was paying attention knew they would leave many holding the bag.
For 500B they can buy ATT or Verizon. Prob not both because govt wouldn't allow a monopoly...
@a3 Vz stock went up today.
Musk received subsidies from the government for satellites he had already sent into space. Musk will use that money for building a cell phone network.
@OP Who is going to tell Elon that wireless networks aren’t all wireless? Anyone?
@OP God ! you daft ... did you came up with that all by yourself, or AI ( sorry SI ) helped you type it ?
People doubting Musk are fools.
Absolutely no way you're an RF engineer and can't figure out how they will deploy this...
Comparing elon to dish is not apples to apples. He made the digital payments, electric cars, rocket ships and brain chips possible.
You make me laugh and have even less of an idea of what you are spinning! The company missed the boat with 5G nonsense and woke! Everyday Planet Networks strings up new fiber and locks up new customers with a customer service and field operations like we used to have. Starlink like Tesla's FSD has come a long way with latency, while we were pushing out the people who got the job done and bringing in the woke!
Between the rising 10-year bond vs VZ dividend yield and now constrained growth prospects from new, more nimble competitors who treat their customers well, there will be a lot of downward pressure on the stock price for a while.