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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (11390)	6/12/2001 1:31:45 PM
From: geoffrey Wren	Read Replies (1) of 12823

Are there 119,000 new subscribers per week? On a straight line, that is 6.2m per year. Assuming some sort of growth rate week to week could give us 9m new subscribers for the next 12 months, which is a 100% growth rate (9m to 18m in 12 months). I cannot believe it. I wonder if this is new subscribers not offset by people quitting the service, or people signing on to a new service because of dissatisfaction with their old service or because their old DSL provider went out of business. Maybe people going from one service to another are counted as new subscribers. I am curious to know the percentage of people who enroll in some broadband program, only to drop it because: (1) the installer no shows twice, and the third time fails to get them hooked up, (2) the DSL provider goes out of business, (3) they find that the system can be off line for 3-4 days at a time, and that when working is only better than a modem about half the time, (4) they decide to economize, etc. Would be nice if my suspicion was in error, and there really was this growth.

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