Leap Wireless International (LWIN) Message Board

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Technology Stocks : Leap Wireless International (LWIN)

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To: Raymond Duray who wrote (2228)	6/17/2002 4:53:06 PM
From: A.L. Reagan	Read Replies (2) of 2737

the nemesis of the entire telecom bubble machine. Lack of demand... <g> But then: Yammered forever at 2.5 cents per minute. Worked great Emmm, perhaps the problem is more like oversupply? Have to remember the great Gilder paradigm that as the cost of bandwidth asymtotically (that's for you, Maurice) approached zero, demand would asymtotically approach infinity. Funny it didn't work out that way... On topic for LWIN, Ray what you described as your own behavior is to some extent an important part of the Leap Wireless customer experience. Get Cricket, get yammering. Whether this is a business model that translates into sustaining profitability is yet to be seen, but presumably if you have hordes of simultaneously yammering customers, that's where the spectral efficiency of the carrier signal has some bottom-line impact. If our friend Maurice is a true-blue believer in the spectral efficiency of CDMA, maybe he ought to take his bandwidth rationing "the price right now per minute is..." theory to some outfit that should ought to really need it - like AWE.

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