A story in the WSJ claimed Amazon will use Dish Networks wireless spectrum to enter into the wireless business.
That’s why the stock is down. Lookout T, you may become the number four horse in the four horse race.
11 replies (most recent on top)
Amazon tried their own phone, and that didn't work out so well. Let them try entering an already saturated market.
Google tried fiber
You have to own eqpt and facilities
Wireless you can just lease
Pretty soon Amazon will own everything in your life
What happened to Google fiber that was supposed to be everywhere? Did everyone forget how they failed?
Dish has plenty of satellites and has spent roughly $30 billion for spectrum. So they have a decent infrastructure for wireless. Add Amazon’s ability to sell and that is potentially a formidable business to plan. AT&T stock dropped 5% and VZ dropped 3% on the day of the article. So investors certainly think it will be good competition. T can’t afford the stock to drop much more.
Amazon only gets into businesses they can excel at. I don’t want them to enter the industry because T is not the most nimble company. Add to that it’s yet another competitor to put pressure on the cost of service. It’s a race to the bottom when it comes to the cost of wireless service.
Dish is building their own network, but in the meantime uses att and tmobiles networks via a
mvno agreement. Dish is quickly running out of options, so partnering with Amazon and undercutting all wireless prices makes sense. That will be a big threat to the big 3.
"we have tons of fiber and tons of mobile in place"
I wouldn't count Amazon out. They have proved time and time again beating status quo. AT&T and IBM had many data centers. They were the front runners as cloud providers in the early days, but look where they are now? They have been closing down their own data centers and move their applications to 3rd party clouds like AWS or Microsoft Azure.
"What we need to do is stop driving customers away"
Agreed - If anyone wants a good break from this board or needs more proof of the mess, hop over to the facebook post from 5/23 and read the comments. They had not made a post since April. Many were typical complaints or possible "user errors", but some of them were most certainly not and symptomatic of the customer service issues and there was even one complaint from someone who had a bad interview experience.
so what. we have tons of fiber and tons of mobile in place, assuming we can continue to keep the lights on with it and still stay afloat financially with the debt anchor around our neck.
"Lookout T, you may become the number four horse in the four horse race."
Nonsense. We have more spectrum and better coverage.
What we need to do is stop driving customers away.
I would have thought that Dish needs to use their own spectrum? They’re actively building their network.