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To: slacker711 who wrote (2527)	10/20/1999 1:18:00 PM
From: tero kuittinen	Read Replies (4) \| Respond to of 34857

"I actually enjoy the sarcasm :-)." You better... it's hard to make it work in a foreign language. I don't know whether VSTR's ascendancy to hottest-growing mobile operator in USA is making Sprint quake. But I do know it's making Wall Street quake - compare the VSTR versus PCS charts for the recent weeks. Fastest-growing operator always carries a price premium. Too bad Worldcom bought Sprint at the last possible moment it still had to pay that premium. They couldn't have timed this worse if they had tried. I think the latest Fortune had a very good chart about the subscriber growth rates of a dozen or so countries. USA was overtaken by Italy in 1997 and now looks set to fall behind Germany and Spain this winter. It will probably fall out of Top Twenty list of high market penetration mobile markets by 2001. Apparently Turkcell is set to pass Sprint in subscriber count by then. Actually - Sprint could grow faster than the overall US subscriber growth. All it needs to do is to offer more attractive products and service than Nextel or Voicestream. Doesn't look like that is happening. What I want to know is this: how come Telefonica is priced so low when it can deliver 200% subscriber growth in Spain plus at 100-150% subscriber growth in Latin America? What is the rationale behind Sprint's P/E premium when it keeps underperforming former socialistic state monopolies? Stay tuned. Tero