Dish's Spectrum Holdings Could Be 'Too Much of a Good Thing,' Says Analyst
Dish Network's spectrum holdings could be "too much of a good thing," reducing its strategic options, Macquarie analyst Amy Yong said in a note to investors Tuesday. Macquarie said in a merger or acquisition, Dish's spectrum holdings -- including the…
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$6.2 billion worth gained in the broadcast incentive auction (see 1704130056) -- could carry some baggage, as near-term carrier spectrum supply and demand is balanced, with AT&T, T-Mobile and Sprint seemingly having ample spectrum assets. A Dish/carrier merger "would likely generate regulatory uncertainty," it said. Meanwhile, 5G is using fiber and densification, and much AT&T and Verizon focus has been on fiber and millimeter wave spectrum, not on the 600 MHz auction, it said.