"nate is dying over progress---"drive on net""---"
Well, that's what we've all been saying for a long time.
But, if I can beat my same poor horse again (sorry if I've already beat it to death);
Of the additional 60,000 lines this quarter, we only increased the on-net lines by about 16,710, or only about 28% of lines added this Q resulted in an on-net line. This seems low to me at this point, especially after hearing things such as Nate had decreed that all lines waiting to go wireless WILL go wireless and that the sales effort had all been redirected towards targeted on-net buildings. The back log of resold lines had to have increased this quarter. Also, in markets 2 thru 5 (LA, Boston, DC, Dallas) they are on average only 27.75% on-net. They now are what, 6 months longer than what it took NY to get to 50%. Performance seems very slow and very bad in those markets.
And that 37% on-switch number continues to bug me. I don't understand now why the on-switch number isn't 90%. Seems like nearly every line could be on-switch.
Guess I'll have to listen to the call later and hope for some good answers. And some tough questions. |
