A quintupling of subs is, I think, not a reasonable prospect. If that happened twice in a row, they would be within the range of breakeven (300k-1MM subs, depending on MOU assumptions and on which side of the bread you are on) by next spring, a laughable proposition. I would be satisfied with 30k, happy with 40, and I think a few other people would be as well.
Forty MOU/sub is low, granted, but the willingness to spend money should grow over time if, again, the cellular experience has any predictive value.
EDIT: Also IMO you can't draw any parallels with wireless because its two completely different markets.
I'm not relying on the markets being the same, but on the growth dynamics being comparable, but it certainly doesn't hurt that the markets, while not the same, are related. |
