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Technology Stocks : Leap Wireless International (LWIN)

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To: Maurice Winn who wrote (1559)2/27/2002 11:38:35 PM
From: arun gera  Read Replies (1) of 2737
 
>As competition mounts, that doesn't seem much of a price difference. I wonder if subscribers won't increasingly prefer to get coverage, even for $3.44 extra per month. >

Maurice:

The $3.44 difference combined with lower cost of marketing makes it a difference of $10/month/subscriber. And my model shows that by the end of 2002, LWIN's CCU will decline further by $10/subscriber/month, making the difference closer to $20/subscriber/month.

Arun
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