Monday, April 29, 2002

From a recent analyst briefing on Q1 in wireless...family plans are growing and now accounting for 20-30% new activiations...little uplift from data (recall that during their conference call SprintPCS said that $1 out of their $61 ARPU was for data - I guess the black raincoat guy turns women on, but they STILL don't run out and use their data phone) will keep ARPU flat or even a decline in '02...more big bucket/bad subs AND more "emergency" plans are being sold...and finally...more landline replacement is going on