I’m sure by now you’ve heard the rumor of T-Mobile looking into gobbling up Sprint. It’s certainly an interesting though…number four in the US buying up number three. However, given the additional info that T-Mobile is also wanting to merge with Orange over there in the UK, things become quite a bit more interesting. That merger would make T-Mobile the largest carrier in the UK, giving Verizon (which has ties with Vodafone…which interestingly enough has raised speculation that it may sell its Verizon stake) a run for its money. Another interesting thought is that with T-Mobile merging with Orange they could become the largest carrier around thus making it look like an irresistible carrier for Apple to go with to sell more iPhones (currently Apple has an exclusive relationship with O2 in the UK).
Are you dizzy yet? Abroad, T-Mobile is big and looking to be gigantic. In the US, that’s not the case. However, with their majority market share overseas, they could use that for aggressive expansion in the US.
Ah, but there’s more. T-Mobile is running on a GSM network while Sprint Nextel runs on the CDMA network. What gives? Hasn’t T-Mobile seen just how messy trying to merge networks can be with the Sprint/Nextel merger? Hmmmm…perhaps they have something else in mind. Maybe they won’t merge the entire user base and networks but rather keep them separate. Sprint has a good lead on location tracking using their network (think GPS but without needing the satellites). Maybe T-Mobile wants that strategic resource while also being able to say “we have this giant user base”. They could have both a big cellular consumer base and also the tracking user base suited more for enterprise.
This is all speculation on my part but it does make one ponder. It’s certainly got me wondering. Thoughts?