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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: slacker711 who wrote (6963)	9/24/1999 1:32:00 PM
From: Eric L	Read Replies (1) of 54805

Slacker, << However I can't figure out how AT&T wireless will compete over the next two years >> Makes you wonder. But ... huge brand recognition, the best national single rate plan on the street even if losing 30% (?) on it keeping subscriber growth positive, sort of coverage everywhere (if you like dropped calls and fast busys, which I don't and which is why I use BAM and screw the fact I pay $70 more per month for their national single rate plan and only use 30% of the minutes). BAM suffers same problem however in Boston. << ATT doesnt have data >> Given relatively low usage of available data services (Europe) other than g-mail this probably won't kill them. Lost subscribers could churn back when they have it. << Do you think AT&T wireless is at least EBITDA positive? >> Not an accountant so the answer is damned if I know, but I read a pretty comprehensive article (in a print version telecom journal a few months back) that addressed in some detail how AT&T was able to withstand losses on the national single rate plan (this in the context of capacity issues). - Eric -

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