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To: slacker711 who wrote (113696)2/19/2002 4:57:58 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 152472
 
Sprint churn rate is at 3.0%; AT&T's at 2.7% and Cingular's at 2.9%. how do you explain the difference?

the Sprint deterioration is marked when you look at 4Q 2001 compared to 3Q and 2Q of 2001.

yes, Sprint ARPU is twice as high as European ARPUs. but that's because the Sprint customer quality has only started to deteriorate--Euro operators already dealing with 70% market penetration.

Sprint added 4 million subs in 2001 and AWE added 1.9 M. but this year, Sprint is projected to add 3.0 M and AWE 2.5 M. american consumers are voicing their opinion and we need to respect their choice. that is the majesty of free market system!



To: slacker711 who wrote (113696)2/19/2002 5:06:10 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 152472
 
Sprint says that they have found a profitable way to go after the credit challenged portion of the populace

if Sprint is concentrating on low-quality consumers to get big sub growth, how come the growth is stalling while churn is rising?

high churn may be an acceptable trade-off for high sub growth, but Sprint seems to be magically combining a rising churn rate with slowing growth.



To: slacker711 who wrote (113696)2/20/2002 10:20:47 AM
From: Wyätt Gwyön  Respond to of 152472
 
One thing I dont understand....how does firing 3,000 workers only save you $60 million? I

it could be that a lot of the workers are part-time.