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To: Arnie Doolittle who wrote (3300)	11/19/1997 2:57:00 PM
From: Bubba	Read Replies (1) \| Respond to of 10227

Arnie - we're in agreement. I was trying to paint with a broad brush to illustrate a point. Comparing ARPU's IS very problematic because of the different service offering. I do it because the doubters cite the difference as unsustainble in a commodity market product. I do it to HIGHLIGHT the difference. Since NXTL actually does create so much money saving value they probably have upwards pricing flexibility, not downwards pressure. If I remember correctly, virtually all models I have seen have declining ARPU in the next several years. I think there is a real chance they are wrong and because of the value of the service offerings, conferencing, paging, data, two lines etc. I think we'll see minutes of use actually rise. I still use my analogy to spreadsheets. Excel in 1997 bears little resemblance to VisiCalc of 1982. Functionality will increase over time and pricing will hold up as long as the service creates value for the user. The Bub

To: Arnie Doolittle who wrote (3300)	11/19/1997 9:27:00 PM
From: Paul Smith	Respond to of 10227

A company called omnipoint claims to also have a 70 dollar average arpu. Is this a trend?

To: Arnie Doolittle who wrote (3300)	11/19/1997 10:30:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 10227

To Bubba and Arnie: As their market size increases no doubt the client mix will change and will probably change to those that don't have the same requirements as clients presently on board. They came on early because NXTL solved all the problems. As market expands the clientrequirements will not be as wide as those of present users and hence perhaps a decrease in the average $/mo/client. On the other hand there are probably other uses of the bandwidth and new services that will be introduced that will send it the other way. It is a hard one to call but the empirical data so far gives one confidence that they are growing like topsy and don't seem to have a lot of real competition. Regards JFD