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: Jon Koplik who wrote (2018)	5/18/2002 11:47:03 AM
From: pcstel	Read Replies (3) \| Respond to of 2737

Jon: 1. So, if Sue had been wearing pink hot pants, our stock would be at $8.00 today (?) 2. Your comments near the end of your post (regarding (only) 6 "good" markets) " All i can say is that compared to other times I have seen Sue in public. Her mannerism's and mood seemed a bit off we shall say. Maybe Steve has a different perspective. The black outfit only seemed to accent this perception. I was expecting to see her whip out a black veil and a box of Kleenex. Again, just my perception, but, that is part if the reason why you go to a shareholder meeting for.. Perception and attitudes.. Sue seems to champion the operational effeciencies of the Cricket product and markets. Constant refinement of operational costs, etc. All of which seems to evaporate at the the Corporate level! I am starting to think that maybe Sue needs to put in charge to do some spring cleaning at the Corporate level. I mean 16 million in G/A per month for 1.39 million subs with an Average ARPU of $38 vs. 2.1 million G/A per month for 550,000 subs with an ARPU of $60 for Airgate. G/A percentage of billed ARPU LWIN ~35% Airgate ~7% I was more disappointed by the continued G/A expense column, than the subsidy/fraud reported. Regarding 6 good markets! Well, I don't know how to interpret this. What's a market? Is Lansing a seperate market, or is it combined with Flint? Same goes for Utica. Seperate Market? Or combined with Syracuse. Is Rochester and Buffalo one market or two. But, beyond that. It appears that given the current Corporate Cost structure, that the number of markets that are sutiable for Cricket service is much smaller than once envisioned. On another note. Someone asked about the possibility of franchising Cricket to other operators. Harvey said that they had been approached by other operators about this possibility! PCSTEL