Sprint to host a “Strategy Update” press meeting on October 7th; will they talk 4G and Clearwire plans?

Sprint, America’s third largest operator that’s currently running around Washington D.C. like a chicken without a head trying to stop AT&T’s acquisition of T-Mobile, just sent out a press invite for an event that they’re calling “Sprint’s Strategy Update”. It’s due to take place on October 7th at 09:30 in New York City and the only agenda given is “Presentation by Senior Management, Q&A Session”. Considering Sprint has already said that they’re going to transition Clearwire from WiMAX to TDD-LTE, we’re wondering what exactly Sprint has up their sleeves? Rumors suggest that Sprint is in the process of acquiring Clearwire after it’s become painfully obvious that the joint venture approach to rolling out a nationwide network isn’t quite working as planned. There’s also a possibility that Sprint could announce that they’re going to be getting the iPhone 5, but why would you need to host a “Strategy Update” to announce that?

If we could have anything we want from Sprint, it would be an announcement that they’re transitioning away from CDMA/WiMAX and going full blown GSM/LTE. If Bell and Telus, two Canadian operators, can switch from CDMA to GSM, then there’s no reason that Sprint can’t either. The benefits are huge, including support for a wider range of devices, cheaper equipment since GSM based infrastructure is readily available and has gone through many iterations so you know it’s bulletproof, and let’s not forget that it’ll be easier for mobile enthusiasts to import unlocked devices, pop their SIM card in, and boom, it works.

Unlikely to occur would be Sprint announcing that it’s going to kill unlimited data or Virgin Mobile, their prepaid brand. If they do that then you can expect the backlash from consumers to be so strong that they’ll lose quite a few numer of customers.

What do you think will happen? It’s only 5 weeks away, so it’s not like it’ll be too long of a wait!

  • Sales Manager

    sprint is dead unless they dump all thier lines and just sell iphone that would show the world they are in the game for the long run.. droid/blackberry/wp7 etc nothing.. iphone is all you need.. jobs told me so

    • fuckin’ hell, you’re delusional. please step away from your computer for the safety of the internets.

  • Anonymous

    Sprint’s own new Strategy wont work at all..

  • Mark

    Sprint will most likely fund Clearwire’s LTE Advanced allowing the giant swath of spectrum Clearwire pays $280MM for each year regardless of how much of the 160MgH they use or not, so getting it into action as soon as possible is vital, allowing customers unlimited use for the growing data hungry customers to jump over to Sprint/Clearwire, this will increase their marketshare to 25% with a margin in the mid 30% range. The key is the huge spectrum holdings of Clearwire and super fast uninhibited data transfer via the LTE Advanced they recently finished testing successfully. Sprint cant compete heads up against ATT and Verizon, so provide faster service and unlimited use up to 15 MgH per customer per month and then perhaps slap a fee over that amount. Thanks, Mark

  • Sprint will implement TDD-LTE on its new Network Vision multi-mode base stations with its nationwide 1.9Mhz G-band license and also supplement it with 800Mhz as it migrates off off iDEN and frees up frequency in the 800 band (for better RF coverage and in-building penetration).

    It will “backstop” a $1.5B new equity raise at CLWR and take-up any shares not taken by other CLWR shareholders, $600MM of the proceeds from which will be used to fund accelerated  over-build of LTE-Advanced in existing CLWR markets, and rest for working capital.

    In addition, Sprint will lease 2.5Ghz spectrum from CLWR to selectively load WiMax cards (to extend value on current installed base) AND also 40MHz LTE-Advanced to complement the CLWR network on Sprint’s own Network Vision outside the . Essentially, in CLWR markets it rents fully cooked MB’s, and off-net from CLWR, Sprint provides its own infrastructure capital and only rents CLWR spectrum — a variant of the L2 spectrum hosting play.

    Largely, Sprint extracts near-ownership economics from CLWR spectrum and network, provides continuity for existing installed base of WiMax and new WiMax customes (since at least 18 months before nationwide LTE-Advanced is lit) and then transition to multi-mode WiMax-LTE devices, which leverage the RF advantages of Sprint’s 800Mhz spectrum for coverage, but also the vast bandwidth depth of CLWR in the major metro markets for deep capacity and a differentiated user experience. 

    From user’s standpoint, they get preservation of the existing WiMax and some continued expansion (otherwise why would customers continue to buy handsets on a network that is going to be only partially built), and an orderly path to a phenomenal LTE-Advanced experience. How the carriers divvy up the pie and construct the plumbing behind it doesn’t really matter. By mid 2012, will have devices that are dual-mode WiMax with LTE-Advanced ready to take advantage of LTE-Advanced as soon as network turns on in each market.

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