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Technology Stocks
Leap Wireless International (LWIN)
An SI Board Since September 1998
Posts SubjectMarks Bans Symbol
2737 62 0 LWIN
Emcee:  J.B.C. Type:  Unmoderated
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1362Arun, Is LWIN's "churn" ~10%?Dave-2/16/2002
1361>Thanks for sharing your work, arun. Perhaps the discussion about assumptionsarun gera-2/16/2002
1360<<I have developed a spreadsheet model for LEAP Wireless based on the infoSawtooth-2/16/2002
1359deleted.Ramsey Su-2/16/2002
1358LWIN Spreadsheet Model I have developed a spreadsheet model for LEAP Wireless barun gera-2/16/2002
1357Dave:<i> Unbiasedly, can you ascertain why PCSA's margins are not as hpcstel-2/16/2002
1356Arun, check your email....Dave-2/16/2002
1355deletedDave-2/16/2002
1354Yes Dave, it makes sense thanks, [but I'd point out that I was kidding aboutMaurice Winn-2/15/2002
1353PCStel, Unbiasedly, can you ascertain why PCSA's margins are not as high? Dave-2/15/2002
1352<I> We should be generating over 120 million in Service Revenues at the enpcstel-2/15/2002
1351slacker: <i> AWE might have enough spectrum to offer 1100 MOU....but Ipcstel-2/15/2002
1350slacker: If you look at Airgate. Add in their "High Margin" Roaming Rpcstel-2/15/2002
1349<i>Go find AWE Average MOU per user per month. Then go recalculate AWE COSslacker711-2/15/2002
1348Andy: <i> Does the company plan to offer "all you can eat" datapcstel-2/15/2002
1347slacker: <i> I assume that the 60% GM is calculated using the cost of servpcstel-2/15/2002
1346Dave, <i> I'm still in awe of LWIN's high service gms.... </ipcstel-2/15/2002
1345<i>It is amazing to me that LWIN has high GMs. It would've been logicaslacker711-2/15/2002
1344Does the company plan to offer "all you can eat" data? Andyalburk-2/15/2002
1343Dave:<i> It is amazing to me that LWIN has high GMs. It would've been pcstel-2/15/2002
1342PCStel, Ok, so be it, a gentleman's agreement. Has anyone ever told you thDave-2/15/2002
1341Re opened a position at 6.73 eomq_long-2/15/2002
1340Dave: "But, they might go after "other" markets and provide a fixpcstel-2/15/2002
1339PCStel, It is amazing to me that LWIN has high GMs. It would've been logicDave-2/15/2002
1338sounds good to me, i'll chip in some baseball cards from my childhood. Why Dave-2/15/2002
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