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To: pcstel who wrote (113669)	2/19/2002 3:27:58 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

Doubling the capacity of the air interface, and possible improvements in backhaul capacity, (per 1X phone being employeed) will not have that profound effect on CCPU. Lots of other things. Like Customer Care Costs have a direct impact on CCPU. You are right....I started thinking through the components of CCPU and 1x should provide some drop but it wont be dramatic. They should be able to get by with fewer new basestations which would allow some efficiencies in bach-haul costs. OTOH...reductions in capex drop to the cash-flow line, so the positive effect is the same. PCS's current offers expire on Feb. 28th. We should see what type of new plans are going to be offered pretty soon. Slacker

To: pcstel who wrote (113669)	2/19/2002 3:35:45 PM
From: Pierre	Respond to of 152472

In the process, Operational Margins will increase! There will be some consolidation here and there! A Bankruptcy here or there (nothing major). pcstel: Do you see PCS as a survivor? I have friend that works there and she is very high on the wireless division - says the killer apps needed to make data pay off are arrived and Sprint's got 'em. She's far enough up that ladder she should know what she's talking about (whether Sprint's got apps, that is - not sure anyone has more than an opinion on what is a "killer app") Full mobility wireless isn't going away. From a stock price stand point this seems a pretty good time to be placing bets on survivors, I would think. PCS debt load scares me. Curious your opinion. Pierre