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Technology Stocks
Leap Wireless International (LWIN)
An SI Board Since September 1998
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2737 62 0 LWIN
Emcee:  J.B.C. Type:  Unmoderated
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1387>>However, Looking over your numbers, I will make a comment about the G/A arun gera-2/17/2002
1386<i> The potential drivers for an increase in ARPU are an increase in the ppcstel-2/17/2002
1385arun gera: You spreadsheet looks pretty close to mine. You can determine S/M Epcstel-2/17/2002
1384Accurate ARPU Projections It appears that future EBITDA in my model are stronglarun gera-2/17/2002
1383Some Observations from the LWIN Spreadsheet Model I have been playing around wiarun gera-2/17/2002
1382Some comments on the Spreadsheet Model by Ramsey Ramsey: Thanks for the spreadsarun gera-2/17/2002
1381<i>Now all we need to know is how many base stations SK is running! SK is slacker711-2/17/2002
1380Well, actually I have been discussing this possibility for some time in PM'spcstel-2/17/2002
1379You have made a very compelling case for some sort of partnership between Leap arharshman-2/17/2002
1378slacker: <i> 1xEV-DO makes up about 10% of the total. </i> No! I pcstel-2/16/2002
1377The key to the entire flat-rate 1xEV-DO data offering is the fact that upgrade cslacker711-2/16/2002
1376Maurice: <i> I also think that Leap and Globalstar are natural partners -pcstel-2/16/2002
1375Krysol: If you can make money on the unlimited voice sector. Which we really kpcstel-2/16/2002
1374"Everything is going according to plan." eomcrm114-2/16/2002
1373<<i>LWIN claims 8% of their customers don't have a wireline phone!!Maurice Winn-2/16/2002
1372>>If LWIN positions itself to offer 56 - 80kbs "always on" not sKyrosL-2/16/2002
1371>The problem with your modeling for the "cost of service" is that yarun gera-2/16/2002
1370well, arun, as I stated in my email, what would a financial model be if it wasn&Dave-2/16/2002
1369Dave, Thanks for your input and update of the spreadsheet. Your version was alsoarun gera-2/16/2002
1368>It would equal a 42% churn rate for the year.> Ha! No wonder no carrier arun gera-2/16/2002
1367<i>if churn is ~3.5%/month, it would be ~3.5% annually... </i> Islacker711-2/16/2002
1366Arun, I congratulate you on your model. I like the way you are trying to forecaDave-2/16/2002
1365arun, if churn is ~3.5%/month, it would be ~3.5% annually...Dave-2/16/2002
1364Dave: Churn is like 3.5-4.5 percent a month. As I don't know exactly how tharun gera-2/16/2002
1363arun, another point to make. Have you taken a look @ your Service Margins? TheDave-2/16/2002
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