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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Rob S. who wrote (10965)	4/17/2001 10:13:29 AM
From: Peter Ecclesine	Read Replies (3) \| Respond to of 12823

Hi Rob, From Sprint FON's 1Q CC: Reassesing $6B capital investment plan. Capital expenditure $364M in the quarter Slower growth in access lines and minutes of use, increase of bad debt 8.3M access lines, 5.9M are consumer. Total access revenue decreased Q-Q Voice volume up 26%, voice revenues down 2% Y-Y 2M DSL lines ARPU $55 Added 31 SONET rings in 1Q01 Total data revenues (ATM, FR, private line) increased 6% Y-Y Fixed Wireless and ION revenues $7M. Fixed Wireless serves 13 residential and 14 small business markets Have nearly 30,000 fixed wireless customers, goal is 90,000 by yearend Evaluating new technologies in the quarter, leveraging PCS towers Think of ION as being delivered over DSL. ION scaled back to 15 markets from planned 86. Currently have 8 built ION highend is two or four voicelines over DSL. Expect to end year with 50k-60k customers Expect local division to grow at 3%-4% range in 2Q. Expect Global Markets to decline 3%-4% in 2Q IT revenues to grow in high-teens in 2Q Phone group revenues in 2Q to be even Y-Y == No way they have captured 25% of the available broadband market in any of their fixed wireless markets petere