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To: Arnie Doolittle who wrote (4095)1/12/1998 1:54:00 PM
From: Rob Prickett  Read Replies (2) | Respond to of 10227
 
Arnie and All, Re: 4Q Adds

I agree with your comment on the 4Q 97 adds: "would have been 385,000 if business days not lost". In a previous post, I requested the Akerson, broker, Doolittle, et al predictions for digital adds for previous quarters - I'm trying to put together numbers. Also, do you have the actual quarterly digital adds for '96? I'd like to see the acceleration going into that 4Q. or is the marketing and build-out so different for '97 that a comparison to '96 wouldn't make much sense?

Two great things about this news release today. First, the ARPU is at $68 / month, with less than 1.5% churn. That's fantastic and still close to the $70 from last quarter. Second - the new i600 phone, which has previously been mentioned here. If that phone attracts the white (and more blue) collar work force, the subscribers numbers could exceed even your expectations. At any rate, a white collar mobile segment has a good chance of increasing the ARPU.

A third good thing about the way the numbers in this news release - the markets reaction (seems shallow and uninformed) gives me time to watch Nextel's progress this quarter and maybe add to my position.

Final question, Arnie: "1st qtr. 1998? 412,000, a 7% average daily increase over the growth rate in the 4th quarter" Looks like you've already factored out the ten lost days (e.g., daily rate)??

Thanks,
Rob



To: Arnie Doolittle who wrote (4095)1/12/1998 3:42:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 10227
 
"Average daily subscriber gains increased approximately 19 percent
despite the fact that there were approximately 16 percent fewer useful
business days during the fourth quarter."

Arnie I thought the last report said the avg. per sub. was abone $70???

John


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