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

To: A.L. Reagan who wrote (2229)	6/17/2002 5:44:51 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 2737

Hi A.L., Cleverly argued, but my point was that with new cheapskate alternatives to the offering of T, FON and WCOM, they're going to suffer a meltdown of demand. Especially as more Attorney's General like Blumenthal of Connecticut and CBS's 60 Minutes expose the ugly underbelly of the telecom sector. The 60 Minutes segment last night said essentially that the telecom companies are frauds and it's really now just a game of caveat emptor in the wooly world of long distance. Re: Get Cricket, get yammering. In theory, it sounds great. The reality is that LWIN, and everyone else is bandwidth constrained to the point that profitability is squeezed tremendously. Back to my demand notion, should LWIN get all the bandwidth it needs for a really robust nationwide system, the RBOCs would have to roll over and play dead. I know them better than that. The RBOCs will use their regulatory wile and lobbying acumen to maintain their landline networks as long as possible. The risk to allow upstarts like LWIN to steal landline customers is too great, the basic infrastructure of the PSTN is amortized over decades, letting its customer base slip away has grave implications for stability and robustness of the entire system.

To: A.L. Reagan who wrote (2229)	6/17/2002 6:14:01 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 2737

Al, you'll have to spell asymptote [and asymptotically] correctly to make me happy! Actually, Gilder is still correct on the demand/price paradigm. The cost of data transfer will continue to drop. If there's one thing people do, it's process a LOT of data - that's what our brains [mostly] do. It defines us! Rabbits don't do so much of it. They specialize in our other favoured activities [eating and breeding]. Meanwhile, we are building It and It's demand for bandwidth will be vast. Note correct use of apostrophe in It's. GG thought it would all happen much more quickly than it's doing. That's curtains for investments. Get Cricket, get expensive netilepsy. Get Cat's Eyes pricing and get yammering really cheaply with no netilepsy. Al, I'm not going to suggest efficient pricing to AWE. I want them to go broke. The CDMA crew is messing up the marketing badly enough without giving CDMA competitors sticks to beat us with. Globalstar has gone broke [even without competitors beating them]. They totally mismanaged their marketing. What a shame. They would now be super-rich if they'd included Cat's Eyes pricing. The next constellation would be nearly ready for launch. I earn my living by selling CDMA ASICs [QUALCOMM does it on my behalf]. I need CDMA marketers to do things correctly. It's no good if they suffer netilepsy and charge subscribers too much, then drop calls as well. Mqurice