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Technology Stocks : Leap Wireless International (LWIN)

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To: Art Bechhoefer who wrote (2275)6/27/2002 6:06:37 PM
From: pcstel  Read Replies (1) of 2737
 
Apparently some 28 percent fit this category so far. What this says is that demand for Cricket service in a given area may exceed demand for ordinary cellular service, which is used by most subscribers to augment wired service.

From the article I posted earlier....

About 61 percent of Leap's customers use their phone as their primary line, using their landlines only for internet connections, she said.

- 26 Percent of Leap's Cricket Customers Report No Traditional Home Phone; Consumers Ask, 'Why Pay for Two When One Will Do?' -

biz.yahoo.com

Maybe it''s just me... But, WHY do they even gather this statistic that 61% of Leap's customers keep their wireline phone ($30 per month) to get dial up interent access? Seems like an interesting statistic. Let's see... almost 800,000 of my customers pay their local LEC's/ISP's 96 million a quarter to get fixed dial up internet access. If those customer's used Cricket for Data Services and ditched their landlines. Then Cricket could not only get the Data Services business, but also some increased LD revenue.

If you provide them with both unlimited "wireless dial-up" and unlimited voice for a fee which is less than a Cricket account, Dial Up Service, and Internet Access. for lets say $65 per month. Then you have a valid alternative to wireline. If you can port their wireline phone number to their Cricket phone number. Even easier.

Another question I would like to pass by IR. LWIN has stated that their signaling system will be ready to accept porting and pooling by the November, 2002 FCC deadline. LWIN will be capable of porting in/out number resources. The wireline carriers already support LNP. My question is, if the FCC gives another waiver for the wireless carriers regarding LNP. Given the fact that Crickets network will support LNP pooling/porting, will Cricket still be able to request a number port from the wireline LEC to Cricket.

In other words. Another Wireless SP may not have to provide a number port out request. But, will the LEC be required to port out a number to Cricket, if requested to do so by it's customer, if Cricket can accept it ?

My viewpoint is that a combination of "Wireless Dial-UP" and being able to port in the customers existing Wireline Phone Number are the keys to MUCH deeper penetration levels.

PCSTEL
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