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To: slacker711 who wrote (894)	1/28/2003 2:39:26 PM
From: slacker711	Read Replies (2) \| Respond to of 1691

I'm not sure what to make of the fact that AWE is down today. They reported good net adds and churn and pushed their goal for FCF up by a year. biz.yahoo.com I listened to portions of their analyst day and it seems like the analysts are wondering about if they will be able to meet their target of $3 billion in capex. I think that this must have been below their estimates. Still, it seems like a pretty decent quarter. I wonder what the market was looking for? A couple of interesting developments.... - AWE is going to raise prices on their rate plans this quarter. I have read speculation on the PCS groups that they are going to do the same thing at the beginning of February. - They are simultaneously going after the low-end market. They have a new product called the "Go Phone". It doesnt require a deposit or a credit check. The catch is that they require that payments be made automatically with a credit card or a debit card. It looks like they are going after the "credit challenged" portion of the market. Seems like a pretty good idea to me....carriers are going to have to be innovative to get the next 25% of penetration. Slacker