Thoughts?
18 replies (most recent on top)
T won’t sell wireline. They will sell global business services back to IBM or to DCX. The “business” side of the house is shrinking YoY. They will keep enterprise mobility for now. And use wireline assets to deliver content and wholesale networking to the global SI’s and solution partners.
"You are phucking idiot. Landline and mobility have been separate for very, very long time."
Until recently, market wireless performance teams (ticketing) reported to wireline leadership. Same thing for C&E construction transport teams (cellsite backhaul). Who's the idiot?
They won’t sell off Universe.
""Email sent Friday June 1st to mobility mgt., level 2 and above indicates a separation of mobility from wireline creating a separate business unit. Is it possible that at&t is separating wireless to aquire fed approval for the TW merger or possible sale of wireless?""
You are phucking idiot. Landline and mobility have been separate for very, very long time. Do you think we would believe any such decision would be percolated down to a 2nd level??? Troll elsewhere.
Why would they sell the "distribution" part of the vertical integration they're hoping to accomplish with content and distribution?
Email sent Friday June 1st to mobility mgt., level 2 and above indicates a separation of mobility from wireline creating a separate business unit. Is it possible that at&t is separating wireless to aquire fed approval for the TW merger or possible sale of wireless?
It is always better to lease instead owning, no repair, maintenance therefore not union workers- most important😅
Mobility’s 5G network is fed by fiber but that does not necessarily mean AT&T’s fiber. The mobility footprint is nationwide. Overall the AT&T wireline footprint is a small portion of that coverage. The fiber used by AT&T for mobility can be provided by any company.
Ongoing MDU “projects “ is the correct verbiage. It is a project. It was implemented due to an agreement with the government during the DTV acquisition. The Company agreed to provide a certain number of households with fiber. The fastest and easiest way to make that happen was to do a fiber overbuild at multi dwelling units. Once that promised number is reached the project ends, and the number is already close to completion.
To all of you corporate strategist on here that are so convinced that wire line is dead or going to be sold you need to understand something. All of the fiber that is being run to neighborhood nodes (PFP) and customer premises originates out of a wire line facility. Many of the 5G nodes are going to be fed from these same wire line facilities. This is why Donovan has suggested that AT&T be aggressive with the fiber build outs going forward, since the fiber would to have to be built out anyway for 5G. The ongoing MDU projects are getting multi dwelling buildings ready for fiber connectivity. The days for copper are certainly numbered, but the network is being replaced by a fiber based IP network that resides within wire line's footprint.
Wiped all company debt by Getting rid of the union, a master plan in the works
T is using firstnet contracts to help pay for the deal loyment of new wireless technology. It’s goal is to be a wireless company and it’s happening now. . Only a matter of time.
Randall got his head spun when he saw how easy it was to make money on cell phones.Now he has to spin back to reality or lose his job.The sob is riding a razors edge.Not that anyone cares.Hey Randall make yourself Relevant !!!
I think a spinoff is possible if 5G wireless ramps up.
Lemme see, what do they have.
• Phone
Landline, Wireless Home Phone, Uverse phone. (and cell phone)
• Internet
Wired and Wireless.
• Televison
Direct TV (wireless) Uverse TV, OTA TV (TV over the internet)
They're weak in only one area, and that is wireless internet. It is too costly, and the data limits doesn't support a lot of video.
But, if something changes in wireless internet where expanded data limits become affordable, then AT&T has a lot of services competing with other services within the same company. That is always a recipe for spinoffs.
They might not sell. Instead, they might divest, into a wired and wireless company.
It would be stupid to dispose of the largest copper and fiber network in the country. That network still pays the bills for the most part, even tho customers are leaving in droves.
In their wettest dreams.
Wireline in New England was sold off to Frontier because it wasn't really contiguous with the bulk of their last-mile network (Southeastern US). Also [entirely speculation] they know that the Northeast will strike at the drop of a hat each and every contract renewal. They don't play that.
For the most part, the enjoy being an ILEC and aren't ready to spin off those assets as a whole. Besides, the buyer would be caught in a paradox, they'd need to:
1.) Be big enough to purchase such a large footprint and value of assets
2.) Be small enough for that transaction not to tip them into monopoly status
With the size of the network they'd be acquiring, I don't see there being any overlap between those two points at all.
Who wants it?