TC2's David Rohde on Telecom

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Deal or no deal? Sprint/T-Mobile waits until September

Posted on by David Rohde

If there’s going to be a merger between Sprint and T-Mobile, it looks like it’s not going to be announced next month. Maybe everybody should mark their calendars for Tuesday, September 2. That’s the day after the U.S. Labor Day … Continue reading


Enterprise or “enterprise”? Level 3, TWT, and the fight to build a strong competitor

Posted on by David Rohde

Will Level 3’s acquisition of TW Telecom be a roaring success or just another problem-riddled merger? You can see some of the tension in a comment thread at Telecom Ramblings that I helped kick off. Some folks emphasize the clear fit … Continue reading


You don’t want ASLAs – “Almost SLAs” – in your SIP Trunking deal

Posted on by David Rohde

Major technology changeovers come with one great thing and one lousy thing in addition to the prospective cost savings. The great thing is the natural ability to competitively bid since you’re starting fresh with a new service that neither your … Continue reading


Can Level 3 really afford to buy TW Telecom?

Posted on by David Rohde

The most frequently asked question in the wake of Level 3’s announcement that it’s buying TW Telecom is whether Level 3 can possibly afford to make this acquisition. The short answer: Yes, they can afford it. The longer answer is … Continue reading


Level 3 buys TW Telecom; integration, last-mile momentum key challenges

Posted on by David Rohde

In one of the most significant consolidations of second-tier carriers in several years, Level 3 today announced that it is buying TW Telecom for $5.7 billion. The move fulfills the desire of key institutional investors who had installed themselves at … Continue reading


Rebranding Sprint as T-Mobile: Will it soothe regulators and please customers?

Posted on by David Rohde

CNBC’s David Faber today reported that Sprint is planning to ditch its own brand name in favor of “T-Mobile” if the impending merger proposal between the two U.S. carriers goes through. In fact, the two carriers will probably make a … Continue reading


Legere-led “Sprint” (or whatever) faces political before market challenges

Posted on by David Rohde

Encountering widespread skepticism that it can get its impending Sprint/T-Mobile merger proposal past the regulators, SoftBank is now clearly planning to spin the deal as something other than No. 3 taking over No. 4. The merger proposal will look a … Continue reading


Sprint’s play for T-Mobile: $32 billion plus a barrel full of risks

Posted on by David Rohde

Japan’s SoftBank, the majority owner of Sprint, can cross off one of two major tasks in its drive to buy T-Mobile and merge it into Sprint. Done: the basic financial terms of the deal to buy out Deutsche Telekom’s majority … Continue reading