The Gerson Lehman Group published a note discussing Sprint’s “project leapfrog”, which reportedly will involve removing iDEN base stations and moving to LTE with its 800 MHz spectrum. The carrier reportedly has been discussing network sharing/acquisition options with Clearwire, Lightsquared and T-Mobile.
http://www.glgroup.com
- In December 2010, Sprint unveiled its “Network Vision”
The key idea behind Sprint’s “Network Vision” is to operate a single network. Sprint currently uses separate equipment to deploy services on 800 MHz spectrum, 1.9 GHz spectrum and, through its relationship with Clearwire, 2.5 GHz spectrum. The New Vision blueprint calls for the deployment of multimode base stations for delivering 3G/4G services across all of these bands. New remote radio heads at the cell sites would be connected with fiber rather than coaxial risers. The consolidated cell site would be significantly more energy-efficient.
Sprint intends to repurpose some of its 800MHz spectrum for CDMA service, thereby enhancing coverage, particularly the in-building experience for customers. Augmenting its 1.9GHz footprint with 800MHz, Sprint expects its CDMA coverage density will increase throughout the country.
Regarding its iDEN network and push-to-talk, Sprint expects to launch the next-generation of PTT services in 2011 on the CDMA network, offering customers sub-second call set-up time along with robust data capabilities. There are no immediate plans to force migrate iDEN customers to the CDMA network, but Sprint expects its PTT device/app portfolio on the CDMA network will continue to evolve to include high-bandwidth data services.
“Network Vision builds on our legacy of wireless innovation and represents the next step in the evolution of our networks to best meet unprecedented growth in mobility services. We are well- positioned to take advantage of new technology, chipsets, devices and applications. Working with these three partners, we expect to deliver to our customers the most cutting-edge network capabilities available today and in the future.”
The financial impact of the Network Vision plan includes a total, estimated incremental cost over the deployment period to be between $4 billion and $5 billion. Sprint estimates the total net financial benefit over a seven-year period will be between $10 billion and $11 billion.
The vendor contracts with Alcatel-Lucent, Ericsson and Samsung includes purchases of hardware, software and services. These contracts are divided geographically:
Alcatel-Lucent: New York City, Philadelphia, Boston, Washington, D.C./Baltimore and Los Angeles
Ericsson: Atlanta, Miami, Houston, Kansas City and Dallas
Samsung: Chicago, Denver, Pittsburgh, San Francisco and Seattle.
