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Technology Stocks : Nokia (NOK)

NOK 6.065

-1.4%

2:16 PM EST

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To: Ruffian who wrote (9917)	3/19/2001 2:33:43 PM
From: Eric L	Read Replies (1) of 34857

re: Subscriber Counts (The Prepaid "dilemma") Although not unique to GSM, accounting for prepaid is difficult. In whatever month this occurs, or similar occurs from other large carriers, Caxton should have a good opp to "Toast" GSM. <g> I really think we got hit negatively with some of this in the US last year on the CDMA side. >> Vodafone Alters The Way It Counts Its Subscriber Base Vodafone UK has said that it intends to alter the way it counts its subscriber base. Currently the company does not deduct from its figures, users of PrePay phones that have not used their phones for a long time and are probably not intending to use the phone again. Vodafone says that this will remove an estimated 9% over reporting in its subscriber base. As the telecoms industry moves to concentrate less on subscriber numbers, and more on the revenue per user (ARPU), by reducing the apparent number of subscribers, without reducing the actual cash generated, this automatically raises their ARPU figures. << - Eric -

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