Vesper Message Board - Msg: 17126237

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Technology Stocks : Vesper

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To: slacker711 who wrote (3)	2/28/2002 12:32:09 AM
From: Jon Koplik	of 56

Vesper mentioned in a couple of SI Leap Wireless posts : (I will freely admit that this is (again) an attempt to keep this message board "alive") (since SI will shut down "dormant" threads ...) Message 17124189 SI: StockTalk: Communications : Leap Wireless International (LWIN) To:slacker711 who wrote (1553) From: arun gera Wednesday, Feb 27, 2002 4:49 PM Respond to 1555 of 1563 Slacker: On another note, LWIN provided some additional data on non-cash cost of service for CDMA operators and LWIN. Remember our discussion on Reliance on the Qualcomm thread. It looks like my estimates of $10 per month/subscriber for operating expenses for Reliance does not look all that far fetched. Same must hold true for Vesper, which you have been following closely. Any numbers out of Vesper relevant here? Arun > Non-selling cash cost of service is $9/month/sub for a typical CDMA carrier. $5.56/month/sub for LWIN. Reason: Fewer cell sites. Cell sites only cover 70 percent of the POPs in each market. Less backhaul costs and less technicians.> ************************** Message 17125943 SI: StockTalk: Communications : Leap Wireless International (LWIN) To:arun gera who wrote (1555) From: slacker711 Wednesday, Feb 27, 2002 11:04 PM Respond to 1561 of 1563 Same must hold true for Vesper, which you have been following closely. Any numbers out of Vesper relevant here? Unfortunately, I have been able to find very little on any of Vesper's operating metrics. It doesn't seem like even the Brazilian newspapers and magazines pay much attention to them (at least that I have been able to find). It seems like they are copying Leap's model of allowing unlimited calling time. vesper.com.br There are two different pricing plans. One is for R$59 ($25) and the other is for R$99 ($42). I think the extra $17 gives you long distance minutes enclosed in the plan. These prices seem high to me but Qualcomm seemed to indicate that subscriber growth was going well. Slacker *************************

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