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Re: Sandpaints post# 2906

Friday, 12/15/2017 1:59:17 PM

Friday, December 15, 2017 1:59:17 PM

Post# of 4715
I believe with what they had, XO, and STRP they will be over the cap. Don't think FTWR's 24/39 combined will put them over anywhere but not 100% sure what ATT may currently have. I would think they have to come together and swap some licenses around. If the blocks in major metro areas are not contiguous they have far less value and purpose. I have to imagine at this point a decision or announcement of some sorts is coming from the FCC on ATT/FTWR. For me the 94 Day overrun on the clock is a tell that they had some major issues to work through but could that take another 90+ days I don't know. The whack against Net Neutrality was a done deal as soon as Trump was elected but is a boom for Cap Ex in the industry.

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