<But, I understand your reservations about the competition.. Seems as the the quality low coast providers usually prevail. Wal-Mart, Southwest Airlines, etc. Everyone elses ARPU is heading down to where LWIN's is.. But, our cost structure is already adjusted.>
I suppose the logical outcome of that is that Hutchison Whampoa, Cingular or Sprint or somebody buys Leap to acquire a ready-made city network with spectrum to spare, markets developed and synergies with the hinterlands roaming ability of the buyer.
Or, alternatively, Leap buys the roaming capacity of the bloated Verizon-type companies when they go bust in the race to the bottom.
Southwest, Motel 6, WalMart, GlobalLeap - ah, bliss...
Mq
PS: GlobalLeap = Globalstar, GlobalCrossing, Leap, combined and owned by Hutchison Whampoa..... hmmmm....Global Crossing is already in the bag. |
