Hi Jim!
The big North American subscriber deltas should be Sprint, PrimeCo, BellAtantic, Airtouch and GTE. Companies like 360, Alltel, Ameritech, BellMobility etc are all important on the margin. As of March, we know that Sprint is over 1mm, that PrimeCo is over 420K, and that the 800MHZ carriers were dramatically accelerating their digital migration. My feedback from PrimeCo is that they are ahead of plan for the current period. I don't have any interim guidance from Sprint, BellAtlantic or Airtouch, but this is not unusual. It strikes me as a little funny that the GSM group was so desperate for good news that they tried to spin 1.8mm subscribers as something real, real close to 2.0mm (instead of just 89% of 2mm).
Oh well. We'll get good metrics in about forty days when the RBOK's report.
Best Regards,
Gregg |
