States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
1–10 of 65 posts
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#2"The lawsuitm" typo
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#3The problems facing the US in competing with China are structural.
No Amount of mergers between giant monopolies is gong to fix structural problems.
On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence.
The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying capital assets.
The problem is that Huawei became successful in 5G through massive government investment, currency arbitrage ( supported by the US ), cheaper land, cheaper engineer, ...
Just a side note, have a look at how Huawei operates. They build a giant 60,000 engineer city for their employees !
Is the US ready to create a giant 60,000 engineer city to compete in 5g ? where engineers are paid a fat salary with low rent ? ( in PPP terms )
5G maybe the reason why the US has to finally confront the structural reasons why they have become so uncompetitive in electronic hardware in relation to East Asia.
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#4The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
Let's not forget that our government is mostly run by people with law degrees while china has a large amount of technocrats. Making it much harder to get state-scale large engineering and software projects going in the U.S..
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#5The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
A little confused how China has "succeeded" in 5G to begin with. Has 5G already been deployed in China? Are 5G phones out over there? Is it actually what it was claimed to be in the past few years? In what way has it been already successful?
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#6The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
I'm not sure what you're talking about.
Why would anybody need to build a city of 60,000 engineers to compete in 5G? Europe's leading 5G makers are not doing that so that they can compete with Huawei, because it's obviously entirely unnecessary.
The US doesn't need to change anything to compete with China. It has been successfully out-competing China in nearly every field for decades, save for low value manufacturing. China poses no greater competitive threat in the middle and upper tiers of economic competition than Western Europe does (presently far less in fact). The US also didn't need to entirely alter itself to compete with Western Europe.
> the US has to finally confront the structural reasons why they have become so uncompetitive in electronic hardware in relation to East Asia
No it doesn't need to do that at all. The US leads the world by a large margin when it comes to the semiconductor industry - the most important components of electronics today. Manufacturing electronic hardware is a low value economic segment, which is why it's outsourced. It can be pushed from China to a dozen other countries instead (see Foxconn's statement that they're prepared to move Apple's manufacturing out of China any time, that's how weak China's value proposition really is). Samsung - the world's leading phone maker - has already done that, moving a lot of their phone manufacturing to Vietnam.
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#7The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
Let's not forget that our government is mostly run by people with law degrees while china has a large amount of technocrats. Making it much harder to get state-scale large engineering and software projects going in the U.S..
There was a time when the us was led by a technocrat. His name was Herbert Hoover.
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#8I left Sprint because I hated their guts. I went to T-Mobile.
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#9The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
I'm not sure what you're talking about. Why would anybody need to build a city of 60,000 engineers to compete in 5G? Europe's leading 5G makers are not doing that so that they can compete with Huawei, because it's obviously entirely unnecessary. The US doesn't need to change anything to compete with China. It has been successfully out-competing China in nearly every field for decades, save for low value manufacturing…
Agreed. There’s a reason the most educated and capable Chinese move the the US and become Americans. America’s cultural and technological dominance comes from its flexibility borne from a willingness to take in hard working immigrants from anywhere. America is exceptional in that it is a country of immigrants.
Re: States are looking to jam T-Mobile and Sprint’s proposed $26.5B merger
#10The problems facing the US in competing with China are structural. No Amount of mergers between giant monopolies is gong to fix structural problems. On a cynical level, it maybe that "China" is used as an excuse to push through a merger for profits, but lets assume some innocence. The execs. realize how costly 5G is going to be, and the only way they know to borrow that amount of money is increasing their underlying…
Wait, why are we in a race to get to 5G? Why are we in a competition with China over 5G? This is nothing but spin, and this kind of talk was probably originated by the telcos themselves, who benefit from this sort of high pressure tactic to cut regulation and receive major subsidies. Not my original idea, but it has been a great question to ask.
https://www.theverge.com/platform/amp/2019/5/23/18637213/5g-...