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To: Quincy who wrote (18357)	11/16/1998 12:49:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 152472

Quincy, no matter how biased you think that WSJ is, the data they quote has to be valid. According to the article, the new subscribers of Airtouch dropped from nearly 300 000 to 200 000, GTE saw a drop from 140 000 to 70 000, Ameritech from 100 000 to 50 000, SBC plunged from 120 000 to 60 000, etc. "It appears that the regional Bells are getting hurt the most" says a Credit Suisse analyst in the piece. Compare this to AT%T's 74% growth in new subscribers. And BTW, we're talking about the third quarter here. A good spring doesn't help much when the crucial 4Q approaches. "During the past few months, Baby Bells have seen their growth in new subscribers slow substantially" is the gist of the article. As far as I know, all but two Baby Bells chose CDMA. So it is not a stretch to assume that the recent Baby Bell problems reflect the problems of regional CDMA operators. You keep referring to old data on CDMA growth, while the precipitous drop in new subscribers has only surfaced in the last couple of months. Lack of evidence to support my conclusions? Hardly. There is published data about 158% growth in new North American GSM subscribers in the 3Q - and there is published data about major problems in non-Sprint regional CDMA operators. Meanwhile, it seems that AT&T's OneRate program has been a major success. I understand that different people may read the new data in different ways. But there's no reason for personal attacks. You say I'm bringing nothing to the conversation. If these numbers are not newsworthy are you saying that everyone here knows that GSM subscriber base grew by 150% during autumn while half a dozen CDMA operators posted 50% declines? Is this really common knowledge when even Gregg refuses to believe it? Or are we now at the stage where even numerical information published in WSJ is automatically dismissed if it does not fit the CDMA-centric worldview? Tero