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To: slacker711 who wrote (5625)	1/25/2000 10:25:00 AM
From: slacker711	Read Replies (2) \| Respond to of 13582

Japanese sub figures.... IDO Scores One Million cdmaOne Subscribers after Nine Months in Service January 25, 2000 (TOKYO) -- The cumulative total of subscribers to IDO Corp.'s cdmaOne cellular phone service topped the one million mark as of Jan. 18, 2000, company officials said. Speaking to the press one day before the phone service's launch on April 14, 1999, Takeo Tsukada, the then IDO president, said he was aiming for one million customers within one year of the service's start. But cdmaOne's popularity means the goal has been achieved almost three months earlier than hoped. The nationwide service is operated jointly by IDO and DDI Corp.'s cellular phone group. The partners' total number of cdmaOne subscribers stood at over 3.5 million as of the end of 1999. They now hope to attract 10 million customers by the end of fiscal 2000 ending March 2001. IDO, DDI and KDD Corp. are scheduled to merge as of Oct. 1, 2000

To: slacker711 who wrote (5625)	1/25/2000 11:00:00 AM
From: quidditch	Read Replies (1) \| Respond to of 13582

slacker, Cooters: T's fuzzy numbers. Agree with slacker's analysis, with some added gloss. From T's prior quarter 10-Q cited by slacker, T refers to.... "Total subscribers, including partnership markets in which AT&T does not own a controlling interest, were nearly 12 million at the end of the third quarter of 1999." The following article states that AT&T ended the most recent quarter with 12.2m subs and in the later data slacker has come up with, it's: I think I've got T narrowed down to somwhere in-between 200,000 and 400,000 (they had 9.2m "consolidated" subs last quarter and Ruffian's post indicated 9.6m wireless subs at the end of the current quarter). Thus, T's metrics for reporting wireless subs are: (i) total subs (including subs of those "partnership markets" in which T does not have a controlling interest; and (ii) "consolidated subs", which probably means (both in GAAP lingo and as distinguished from "total subs") subs in partnership markets in which T has a controlling interest. Thus, even the 9.6m vs. 9.2m subs probably includes significant subscriber numbers in entities in which T has a controlling (>50%) but not sole ownership. My point is, that the 200,000 to 400,000 slacker estimates probably considerably overstates subs that T itself actually added. Presumably, but not necessarily, partnership markets in which T does not have a controlling interest are TDMA. So, whether we're talking 9.6 m. vs. 12.2 million, they're still in the enemy camp. But cutting through the fog, it's interesting to see the emperor's clothes disappearing as we speak, particularly compared to its children's (BAM, SBC etc.) Steve