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To: Ramsey Su who wrote (2771)	10/27/1999 4:49:00 PM
From: Cooters	Respond to of 13582

Ramsey, I think the move away from SBC is even more pronounced than the numbers indicate, due to the 1,2,3 year contracts many customers are locked into. I know of a large number of SBC customers who are either waiting for their contract to run out, or in many cases have already moved to another provider(usually Sprint, but sometimes Nextel or T) and are just paying the minimum amount required to pay off the phone concession contained in the original contract. I have been expecting this reverse pent-up-demand to start showing up in their net adds for over a year, and it looks like the wait is finally over. Cooters

To: Ramsey Su who wrote (2771)	10/27/1999 10:49:00 PM
From: Drew Williams	Respond to of 13582

Ramsey, re: your Nextel comments. Comcast, I mean Cellular One (I keep forgetting!) has a deal they call GroupTalk. This gives users similar capabilities to Nextel's walkie talkie's using conventional cellular phones. In this case they are TDMA, but I am told there is no technical reason this could not be implemented using a different standard. My company has about sixty Comcast (oops forgot Cellular One again) cellular phones. From any phone in our group, we can call any other phone in our group by dialing a four digit code, which happens to be the extension # of our desk phones so we only have one number to remember. When we connect this way, there are no (zero) per-minute charges. Until this deal came along 4-5 months ago, our twenty-five or so technicians carried Nextel phones, which nobody liked very much. Now, if they could only figure out how to get any cellular phones to work in the electrical and telephone closets where we do much of our installations, our tech's would be really happy.