Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: zbyslaw owczarczyk who wrote (11052)	4/19/2001 9:58:42 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Including dial-up, total Internet access customers passed the one million milestone. Total data revenues of $1.03 billion increased 27.5 percent compared to the same quarter of 2000." ZO- Would you happen to know how they can distinguish voice from dial-up Internet access? And how they could count residential data customers? Thanks. -MikeM(From Florida)

To: zbyslaw owczarczyk who wrote (11052)	4/19/2001 3:02:48 PM
From: Peter Ecclesine	Read Replies (2) \| Respond to of 12823

Hi Zbyslaw, Here are my notes: BellSouth BLS 1Q CC bellsouth.com Ramping up new Alcatel DSLAMs (25% cost/performance improvement) and are confident will have 600k customers (400k DSL adds in 2001) in about 1000 COs at yearend, covering about 70% of network. Remote Terminals for DSL will be 9300 at yearend [21]DSL will be $225M in 2001 and $500M in 2002. Appears ARPU is $45. Goal is each customer has a positive NPV, including infrastructure investments. Average customer life is projected to be 3 or 4 years, like wireless. 90% of DSL customers offer to take self-installs, of which 75% have no customer visit. [1:01]Dell systems with BLS software is a major factor. Have ~500k home customers on fiber. Retrofits didn't work financially, but greenfield fiber works. Are exiting MMDS video business. Want to provide as many applications over fiber as is possible, but video is just another service. [22]Had $1B in data revenues in 1Q01, a 30% growth rate. Pri ISDN, DS-1, Light-gate (DS-3), FR, e-commerce, over 14% of operating revenue! Growth in hi-CAP services drove data revenues. Will use Qwest network for data. Currently 290 active CLECs. Cable and Long Distance are other competitors in SME. The CLECs are getting most of lost customers, no cable competition in SME. Slowing Economy [25] 25% fewer business lines added per month in 1Q from last year. Total consumer market growth has dropped, lines growing at 250k annual rate, down from a 450k annual rate a year ago, because of a slowdown in household formation. DSL penetration is replacing second line sales. Cable guys are not penetrating consumer telephony. [59]Wireless is a solution for some consumers, but the need for speed will put them back on the wired network. [28]Cingular achieved 50% brand awareness nationwide Consolidation from 21 call centers to 6. One or two billing platforms, perhaps by yearend or early next year. [1:06]Goal is each customer has a positive NPV, including infrastructure investments. Acquisition cost < $100 is goal. Don't subsidize pre-pays. Cingular EBITDA is 32%, a little surpressed because of additional adds. Calif and Carolina GSM network growth is depressing margins. Expect EBITDA 40-45% after network is built. Capex between $5.5B and $6B this year - see Investor package for details of equipment deployment. Y-Y Revenue growth of 9% to 11% looks tough, but are at 10.5% in 1Q. Q-Q growth down 0.25% from 1Q00. Primary metric in Latin America is growth in EBITDA, rather than ARPU, because of low penetration. petere