The Drum: DDB Chicago, RadiumOne, The Media Kitchen and others discuss what a merger between T-Mobile and Dish Network would mean for the industry
Ergen has a history of being a maverick. It’ll be interesting to see where they go with it. At the surface, the move seems to position them as competitors to Verizon, AT&T and other telcos that have a strong hold in telco & wireless. I think Charlie is thinking, however, of the infrastructural play. Combined wireless & satellite infrastructure opens up a world of possibilities that competitors haven’t, unfortunately, taken clear advantage of. With things like integrated place-shifting (via their Sling acquisition) Dish could, for example, offer unlimited slinging to wireless customers to grow market share. A “TV anywhere” provider could be an incredibly compelling selling proposition. That could easily push Dish to #1 in satellite and potentially even unseat an AT&T/Verizon from the wireless perspective.