Kevin, relative to NXTL, Southern is small. Remember, the context is new customer adds. How many i600's have they added in the 1st quarter? And how many total iDEN users does Southern have? Answer: Not enough to impact my estimate of 1st qtr. NXTL adds. Even if Southern added 20,000 new customers in the quarter, which I'll bet you a week's use of Jeeves that they didn't, it's insignificant compared to MOT's estimated 1.1 million phones phones shipped during the quarter. My estimate of 408,000 NXTL adds in the 1st quarter is only 37% of MOT's shipments. If that doesn't give lots of wiggle room, I don't deserve to have Jeeves on my payroll. (Fortunately this note is private and Jeeves won't see it and ask for a raise.)
Arnie
P.S. Oops, it's posted on the public boards. |
