To: i-node who wrote (565 ) 4/24/2003 10:50:28 AM From: pcstel Read Replies (2) | Respond to of 3386 Only a few months ago you were talking about how SACS/CPGA would NEVER come down -- you'd NEVER seen a subscriber model where these expenses came down. LOL!!! OK!! I am going to call you on that one... Can you please provide a link to a statement where I stated.. and I quote.. "how SACS/CPGA would NEVER come down -- you'd NEVER seen a subscriber model where these expenses came down. " So in other words.. You are not able to admit that your statement "No, you're correct here -- I misspoke. The correct statement would have been that subscriptions being acquired TODAY will be paid for one year from today. " was completely incorrect, and now attempt to change the subject into another completely false statement like No, you're correct here -- I misspoke. The correct statement would have been that subscriptions being acquired TODAY will be paid for one year from today. Maybe we should just chalk that statement into the growing list of your "selective interpretations"? You do have a LINK? Don't you?? I thought not! Your experience notwithstanding, it really depends on what the total costs are and the number of "gross adds" (I got that from high-school math). When you are experiencing exponential subscriber growth, the CPGA will decline correspondingly. Well, I believe you are stating the obvious here, but again, it's not the fact that overall CPGA will trend down, but more so the ratios of ARPU to CPGA and the corresponding cost of capital. I don't doubt your understanding of some subscriber models; it is clear, however, that you haven't analyzed this one correctly. I guess that is like your" The correct statement would have been that subscriptions being acquired TODAY will be paid for one year from today. " analysis?? And so it goes PCSTEL