T-Mobile Likely to Be First US Carrier With True 5G, BTIG Says
T-Mobile is the best positioned among U.S. carriers “to deliver real 5G whenever that reality actually materializes,” BTIG’s Walter Piecyk wrote investors Friday. “T-Mobile’s deep and unused low-band spectrum should enable it to launch real 5G before all of its…
Sign up for a free preview to unlock the rest of this article
Communications Daily is required reading for senior executives at top telecom corporations, law firms, lobbying organizations, associations and government agencies (including the FCC). Join them today!
peers. T-Mobile should therefore be considered a primary 5G investment opportunity for investors whether their acquisition of Sprint is approved or not.” The analyst said if the deal isn’t approved, T-Mobile likely will spend $20 billion on spectrum over the next two years. A likely target is Dish Network’s band 66, which includes AWS-4 downlink spectrum and AWS-1 and paired AWS-3, he said. “If that block or Dish’s band 70 is not an option, $20 billion would provide a healthy budget for C-Band spectrum that could become available as early as 2020,” he said. “Unfortunately, C-Band will not likely be usable for several years.” Meanwhile, T-Mobile Friday named Ulf Ewaldsson, ex-Ericsson, senior vice president-technology transformation, reporting directly to Chief Technology Officer Neville Ray. (See also the personals section of this publication's issue).