"While this may be anecdotal information, it's probably as good as our bear friends' apocryphal objections."
JF, in that same vane, my sources tell me that customer adds continue to increase month-over-month, even in locations that have been open over a year. What this all means is that we're seeing why NXTL decided to speed up the rollout of the national network: CUSTOMER ACCEPTANCE WAS EVEN GREATER THAN THEIR ORIGINAL EXPECTATIONS. I understand that NXTL redid their adds goals twice in 1997. How many ratchets up will they have in 1998? Remember, NXTL has always exceeded street expectations since McCaw-Akerson et al took over.
As far as CDMA is concerned, even if NXTL wanted to switch (which they've given no hint that they want to), they wouldn't spend $4+ billion on their existing system and then abandon it. It's a wacko idea, designed by OJ, oops, I mean PT, to throw doubt on NXTL's excellent adventure. It ain't gonna happen before we see $100.
Arnie |
