FINALLY, an explanation instead smoke and mirrors. I thank you because I don't read minds very well. As to your point, I think that you've missed it. Yes, NXTL's digital minutes have increased to 43% due to their free minutes plans. Those plans, in turn, allowed NXTL to maintain the highest arpu in the industry. IOW the arpu includes digital minutes which are built into the basic cost. Your point is that users aren't using minutes above the "free" ones. My point is that the arpu is up because users want cellular minutes and are willing to pay for bundles. NXTL wins because most users don't use their entire "free" allotment. The difference between NXTL, T, FON and ATI is not in their bundled pricing plans. No, it's that NXTL has something else included in the bundle - DC - that no one else has. The bundled cellular minutes allow NXTL to "me too" the majors and still offer something they don't have. It's working and the i1000 is now taking it into the board room.
Arnie
P.S. Have you noticed how the nature of our conversation has changed from 18 months ago? No more are you touting NXTL's imminent demise for various now extinct reasons. No, the discussion has moved on to NXTL's ability to compete. VERRRRRY interesting. |
