AT&T Doesn't See Sprint/T-Mobile Merger Happening
At some point the industry WILL go from 4 to 3
+/- 85% of profits in wireless are earned by VZW/T and the remains are split between TMUS/S and a litany of regional operators. That in itself proves that there are hardly 4 viable competitors. There are 2 national competitors and 2 that are holding on for dear life. Say all you want about customer acquisitions but in a mature market (like the U.S.) the vast majority of those acquisitions are subscribers moving providers at the expense of one another. Sure there are increases in low value data and pre-paid lines, but they aren't moving the financial needle.
TMUS is spending gob...
It's clear that Stephenson is trying to poison the well for this deal. He, of course, ignores one very important distinction: a combined T and T-mo would have had a huge market share. A combined S and T-mo would not. Even if reg...