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

To: Pierre who wrote (2411)7/25/2002 6:44:56 AM
From: Art Bechhoefer  Respond to of 2737
 
The churn rate of more than 4% may explain the higher cost per additional subscriber. Something is happening with the phones they are providing (or taking back), and there are also probably additional accounting and investing costs that cause the higher costs for new subscribers. Just a guess, but I wonder how this compares with costs of competitors, including Sprint PCS, Verizon Wireless, AWE, and Cingular.

Art



To: Pierre who wrote (2411)7/27/2002 12:35:25 AM
From: pcstel  Read Replies (2) | Respond to of 2737
 
"So what do you conclude. Is LWIN in a death spiral?"

The fact that their Equipment costs associated directly with CPGA continues to increase at dramatic rates leads me to believe the problem is much larger than anyone thought! I am not sure they can fix it given their current marketing model.

PCSTEL


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