I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of handset subsidies and net margins. The net benefit will accrue to customers. The question is whether a Sprint takeover ends this dynamic and what impact it will have on share prices in the space. Thoughts below - mostly outside the paywall
It has been far too long since I have taken on the tech sector for a post here at Credit Writedowns, as I have been posting on macro a lot more of late. But given the CES events this week and the T-Mo actions of late, I have to say something. The T-Mobile CEO John Legere is really shaking up the indust...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.