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I wouldn't underestimate Starlink's long-term disruptive potential. It's certainly not something that will happen in the next 2–3 years, but it's definitely something to keep in mind in the medium term. After all, T-Mobile US accounts for about two-thirds of DT's EBITDA AL....
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@Part_Time_Joe I feel the same way. Especially since Amazon could very well become another major player in the market, we should take the risks seriously over the next few years and closely monitor how things develop.
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@Part_Time_Joe "Starlink Mobile" will face challenges in densely populated areas like cities. It will also be difficult inside buildings. It will ultimately come down to a partnership between terrestrial cell tower operators and SpaceX. So, stay calm when it comes to telecom stocks ;)
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@MrBateman As far as I know, the frequencies Musk has purchased or intends to purchase are particularly well-suited for use inside buildings.
But that’s not really my point. If anything, Musk will first target rural areas—and as we all know, there are plenty of those in the U.S.
It will become a problem for DT if prices—and thus T-Mobile’s profits—come under pressure. If T-Mobile were to disappear entirely (which I don’t believe will happen), then we’d see single-digit stock prices here…
But that’s not really my point. If anything, Musk will first target rural areas—and as we all know, there are plenty of those in the U.S.
It will become a problem for DT if prices—and thus T-Mobile’s profits—come under pressure. If T-Mobile were to disappear entirely (which I don’t believe will happen), then we’d see single-digit stock prices here…
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