I'm excited that T-Mobile is looking to boost its network and committing to a bit of a different direction than many US carriers have taken. AT&T and Verizon are going toward on-contract, subsidized devices paired with expensive plans. Sprint seems to be trying to price discriminate with customers who want the latest devices paying AT&T and Verizon style rates on-contract with Boost and Virgin trying to pick up cheaper customers who are willing to live without the latest devices and keeping them off the latest network that Sprint customers get access to (4G LTE). T-Mobile seems to be trying a somewhat European strategy. It's clearly being altered to live up to American appetites (for example, they're going to finance what would have been the device's subsidy). This may not turn out to be something amazing, but it's exciting to see one of the 4 wireless companies pushing for a new direction.
It's also good to see T-Mobile pushing fast for 4G LTE. While HSPA+ 42 does offer good speeds, the marketing perception won't change and the fact that ping times are worse on HSPA+ does mean that important real-world use cases can lag. I'm a little dubious of their schedule. Sprint started working on LTE a long while ago and thought they would have 120M POPs covered by the end of 2012. Considering that they've been launching more rural areas and haven't been able to launch in several cities they announced a while ago, it seems like it's going to take Sprint a good while longer than they had anticipated. T-Mobile is saying that they will have 100M POPs covered half a year from now and 200M POPs covered a year from now. That's ambitious. Judging from Sprint's slipping release schedule, it might be prudent to think that T-Mobile's projections might also slip.
However, if T-Mobile's dates slip on LTE a bit, it shouldn't hurt them too badly. Their customers can fall back to HSPA+ 42 and that provides a good network experience (if not as good). This is in contrast to Verizon and Sprint customers who fall back to EV-DO when out of LTE coverage range. That probably doesn't matter for a lot of Verizon customers, but Sprint is still working to cover top markets.
T-Mobile does have some good assets. The fact that they're going to be able to launch with 10MHz LTE will be good since it should match what Verizon and AT&T are deploying and out-do Sprint's 5MHz deployment. If they merge with MetroPCS, they will have a good spectrum position to continue growing LTE on including 20MHz LTE channels. Lower/different pricing combined with unlimited 4G might start attracting customers. Part of this is just undue excitement over the prospect of a re-invigorated competitor in an industry dominated by two carriers. Still, maybe T-Mobile will pull it off.
It's also good to see T-Mobile pushing fast for 4G LTE. While HSPA+ 42 does offer good speeds, the marketing perception won't change and the fact that ping times are worse on HSPA+ does mean that important real-world use cases can lag. I'm a little dubious of their schedule. Sprint started working on LTE a long while ago and thought they would have 120M POPs covered by the end of 2012. Considering that they've been launching more rural areas and haven't been able to launch in several cities they announced a while ago, it seems like it's going to take Sprint a good while longer than they had anticipated. T-Mobile is saying that they will have 100M POPs covered half a year from now and 200M POPs covered a year from now. That's ambitious. Judging from Sprint's slipping release schedule, it might be prudent to think that T-Mobile's projections might also slip.
However, if T-Mobile's dates slip on LTE a bit, it shouldn't hurt them too badly. Their customers can fall back to HSPA+ 42 and that provides a good network experience (if not as good). This is in contrast to Verizon and Sprint customers who fall back to EV-DO when out of LTE coverage range. That probably doesn't matter for a lot of Verizon customers, but Sprint is still working to cover top markets.
T-Mobile does have some good assets. The fact that they're going to be able to launch with 10MHz LTE will be good since it should match what Verizon and AT&T are deploying and out-do Sprint's 5MHz deployment. If they merge with MetroPCS, they will have a good spectrum position to continue growing LTE on including 20MHz LTE channels. Lower/different pricing combined with unlimited 4G might start attracting customers. Part of this is just undue excitement over the prospect of a re-invigorated competitor in an industry dominated by two carriers. Still, maybe T-Mobile will pull it off.