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 : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: pcstel who wrote (1133)	1/19/2002 3:56:35 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 2737

Hey ! Posting over here, eh ? URL for "real" thread is : messages.yahoo.com (I know you know this, PCSTEL). Jon. P.S. Yahoo still sucks. But, for whatever reason, the good discussion on Leap Wireless is not on SI.

To: pcstel who wrote (1133)	1/19/2002 5:53:24 PM
From: pcstel	Read Replies (1) \| Respond to of 2737

Let's look at a Sprint affiliate Airgate PCS. For the year ended Sept. 30 they posted the following results: Service Revenue: 105,976 Roaming revenue: 55,329 Equipment revenue: 10,782 ______________________ Total revenues.........172,087 Cost of service and roaming (116,732) Cost of equipment(20,218) Selling and marketing (71,617) General and administrative(15,742) Net loss.................(110,990) Cash and cash equivalents...... $ 14,290 Number of subscribers at end of period......... 235,025. And this company has a equity market cap Higher than LWIN? PCSTEL

To: pcstel who wrote (1133)	1/20/2002 5:34:36 PM
From: slacker711	Read Replies (1) \| Respond to of 2737

Very cool post... I am looking forward to the LWIN conference call in February. Leap's management has been meticulous in hitting it's stated goals and I think that this conference call will provide evidence of the companies march towards profitabilty. One downfall to that evidence is going to be more and more startups like Northcoast and MetroPCS getting funding for their copycat networks. I dont think that this can be helped....the market may not understand Leap yet, but I think venture capitalists are willing to take a chance. The subscriber growth alone make LWIN's business model an interesting one to consider. MetroPCS would be a really nice partner....they dont cover as many cities but they have 30MHz in each market. What do you think managements vision of the endgame is? A nationwide network providing different levels of flat rate service.....or some sort of buyout? Slacker