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To: Bubba who wrote (3218)11/16/1997 4:44:00 PM
From: Mark McLeod  Read Replies (1) | Respond to of 10227
 
Bub, isn't the PITC acquisition just SMR operations and analog SMR units? In the past haven't the new adds been qualified as "new digital subscribor units"? Believe that emphasis on ARPU of $70 is based only on digital customers and not analog. Seems to me that the PITC units would not be included in the analyst number of new adds.

Do you know if the new add numbers are net?

The PITC acquisition does bring new revenue to Nextel and also the prospect of converting some or all 92k analog users to digital. I am looking for the amount of this revenue in prior filings. Wouldn't this have an impact on EBITDA projections?

Wouldn't it be great if the new subscriber units added in the 4Q followed the trend and there was a 60% increase over 3Q additions of 322,200. That would put 4Q adds at about 515k. Seems like a lot of new customers to me.

Mark

Mark