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 : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (3525)	7/30/2001 12:16:15 PM
From: slacker711	Read Replies (1) \| Respond to of 46821

In Europe, the average use of the mobile phone is about five minutes a day. At the same time roughly 85 percent of voice traffic goes through fixed networks. snip ARPU is declining: At the end of 2000, EMC says world average ARPU was $39.31, down from nearly $60 in December 1997. I cant figure out why wireless operators cant seem to understand the implications of these two facts. The killer application for 3G spectrum is still going to be voice. Why in the world should they be seeing declining ARPU when 85% of their potential market is still untapped? Thanks for the statistics.... Slacker

To: elmatador who wrote (3525)	8/1/2001 11:47:31 AM
From: slacker711	Respond to of 46821

In Europe, the average use of the mobile phone is about five minutes a day. FWIW....I tracked down some of the minutes of use per month for various US carriers. Verizon 262m ATT 383m PCS 480m Leap 1100m The first three represent about half of the total US subscriber base....so I assume it is generally representative of the average for US carriers. Leap Wireless has a different model which uses a flat rate local calling plan ($35). They are going after the local loop.... One other comment...in general, the average ARPU of the above carriers has been steady over the last year. The price per minute is falling dramatically but the usage has compensated for the decline. Slacker