1,600 installs per day * 78 (6 days per week for 13 weeks) result in 124,800 subs for AT&T. For arguments sake, let's assume that T can get installs up to an average of 2,000 subs per day for 3Q (I doubt it). That gives T 156,000 sub additions for 3Q.
For @Home to hit its 3,000,000 sub forecast (which was reiterated) it needs to average 600,000 subs per quarter. Assuming that ATHM can get back to sequential growth, let's guess that ATHM needs 500,000 for 3Q and 700,000 for 4Q.
Two questions:
1. Can the non-T cable companies sign up 350,000 subs this quarter?
2. If so, please indicate how this is possible when all of @Home (including T) only generated about 300,000 subs in Q2. (arguably, 50,000 subs were "lost" / delayed because of modem shortages).
I don't understand how the numbers will add up. Perhaps someone with more insight (such as the academia-minded ahhaha who is great in theory but not very impressive when working with real life results) can enlighten me. |
