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To: Caxton Rhodes who wrote (120407)6/14/2002 4:22:51 PM
From: waverider  Read Replies (1) | Respond to of 152472
 
Ah, another flame from the mindless wonder. Now that you have once again responded to a perfectly rational comment with a personal insult, we can begin wasting another 50 posts here calling each other names. How about mature one?

wr



To: Caxton Rhodes who wrote (120407)6/14/2002 7:04:41 PM
From: limtex  Read Replies (1) | Respond to of 152472
 
CR - Teros latest from TSC PCS added more than 700,000 subs during the first quarter, but it now warns about adding just 300,000 during the second quarter. That's a miss of truly epic proportions

There were two national champions that chose CDMA in America -- Verizon (VZ:NYSE - news - commentary - research - analysis) and Sprint PCS. Verizon's astonishingly weak mobile subscriber addition trend has been rationalized away: Verizon is the "bad" CDMA operator and Sprint PCS is the "good" CDMA operator. At least one of them would demolish AT&T Wireless (AWE:NYSE - news - commentary - research - analysis), VoiceStream, Cingular and Nextel (NXTL:Nasdaq - news - commentary - research - analysis), cruising towards total U.S. domination in a year or two.

This fantasy is now finally being crushed, and the emotional impact is likely to be outsized precisely because we are dealing with a carefully constructed mythology.

Now Sprint has finally decided to clean up its act and get rid of unprofitable customers. The illusion of superiority was created by low-quality growth -- and that game is now over. The myth of how CDMA can help an operator to outperform other standards is pretty much debunked by the U.S. market. Nextel showed incredible tenaciousness by sticking to its 500,000 sub projection earlier for the quarter, and AT&T Wireless will likely see subscriber growth far beyond Sprint's too. None of them show any sustainable long-term edge over rivals.


Best,

L