Friday, June 7, 2013
SoftBank Talks to Deutsche Telekom about T-Mobile USA
It would be logical for Dish Network to turn to a deal with T-Mobile USA if its attempt to invest in Sprint were to fail. Net Subscriber Additions
Now it seems a game of musical chairs could start, as SoftBank talks to Deutsche Telekom and a deal to buy T-Mobile USA, in case the SoftBank deal to buy Sprint were to fail.
Either way, it would seem, both Sprint and T-Mobile USA are likely to find themselves poised for potentially new strategies for attacking the U.S. mobile market.
Whichever asset winds up affiliated with Dish Network will likely, over time, become a relatively specialized "mobile video" service, in terms of market positioning.
That doesn't mean its devices will fail to operate as phones, text messaging platforms or Internet access devices. But the positioning likely will be video entertainment centric.
Whichever asset winds up affiliated with SoftBank likely will be "mobile Internet centric." Precisly what that might mean is not yet clear, but if SoftBank attacks the way it did in Japan, among the issues is how much average revenue per user the SoftBank-lead firm is willing to lose.
In the meantime, while the instability continues, no matter what Sprint or T-Mobile USA says about its service, strategy and priorities, those all could change dramatically, and relatively soon.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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1 comment:
oh this is a very informative post! i actually enjoyed reading this - very well explained too. thanks, this is very useful! Great information..
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