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

To: Shi who wrote (1208)	1/30/2002 3:45:04 PM
From: Rono	Read Replies (1) \| Respond to of 2737

Maybe the problem in Memphis isn't demand for service, rather the ability of LWIN to supply numbers. gullfoss2.fcc.gov Ron

To: Shi who wrote (1208)	1/30/2002 4:17:57 PM
From: pcstel	Read Replies (1) \| Respond to of 2737

Shi: By looking at the file, is it fair to say that LWIN is not doing well in Memphis as in other areas (e.g. Phoenix)? Well, that depends on what you call.. "Not doing well". After all.. There was supposed to be "No Demand" for Cricket type service! If you look in Phoenix. LWIN now has over 25 CO codes issued in SIX MONTHS OF SERVICE!! As compared to ATT Wireless which has about 32 CO codes for Phoenix. And ATT has been marketing wireless services in Phoenix.. HOW MANY YEARS? So let's take a look at Memphis. We have 976,263 covered POP's in the Memphis vs a 2000 licensed Population of 1,565,654 POP's. Or 63.3% coverage of licensed POP's. Given that Memphis now has 18 CO codes or 180,000 phone numbers available, and NANPA only issues additional Growth codes when a certain percentage of your existing codes are being utilized, and previous code utilization are calculated. 7% penetration would require 68,336 subs. 10% penetration would require 97,600 subs. With over 18 CO codes being issued. I feel confident that Memphis has achieved 10% penetration at this point.. Based on Growth of CO code assignments. Which is about a year ahead of plan.. Believe me.. There are markets that are below plan. Others that are "Way Above Plan". I can count the markets that are below planned penetration on one hand! PCSTEL

To: Shi who wrote (1208)	1/30/2002 4:22:59 PM
From: slacker711	Respond to of 2737

I counted 18 CO codes in Memphis, allowing a maximal 180k subscribers (more realistically well below this number). But if Memphis follows the growth curve of other areas, it would have reached a >7% penetration rate and a subscriber base of 180k. According to the third quarter earnings release, Memphis has 976,000 covered POP's. A 7% penetration rate would call for 68,320 subscribers.... The one area where LWIN has definitely not faultered is subscriber growth....the other carriers would kill for these penetration levels. Slacker