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To: Mark McLeod who wrote (3222)11/17/1997 8:54:00 AM
From: Bubba  Read Replies (1) | Respond to of 10227
 
Mark - my understanding is all add numbers are net. I thought the "total" number included all SMR & ESMR. As I thought about it, I think you're right, I think the Q4 add numbers probably don't include PITC. But I do think the model revisions we'll see this week and next will reflect them. SMR ARPU's are small though, $15 or so. Probably not a major impact on EBITDA but the key is they bought these customers and their spectrum pretty cheap.

Remember, the 1mm+ new digital customers reflect something like a 15% analog conversion. The rest are cellular steals or new wireless users.