2Q Results Coming Soon - Any Predictions?
For myself, I have a hard time envisioning a scenario where Verizon doesn't win in customer adds again. And with their Family Share add-a-line at $9.99, while Cingy jumped up to $14.99, it may not even be close this quarter. VZW's rapid EV-DO rollout is probably having some effect as well.
I guess Sprint & Nextel combined might have a shot, but I don't think they're reporting their results as a combined company yet- anyone know when they'll start? š
It'll also be interesting to see what happens in churn. VZW reported some amazing churn numbers last quarter, gotta wonder if it can get any bet...
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Overall Cingular's prices have remained pretty competitive with Verizon, especially their individual plans. The higher end price plans on Cingular also offer many more minutes for the same price than Verizon. I do believe ...
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RUFF1415 said:
Overall Cingular's prices have remained pretty competitive with Verizon, especially their individual plans. The higher end price plans on Cingular also offer many more minutes for the same price than Verizon. I do believe this quarter will be close between the two companies.
It won't be that close. Even most cingular reps I've talked to lately admit that theyre gonna lose, and theyre a pretty diehard bunch.
Just seems like the momentum has shifted now that all the hoopla over the merge has died down, and I dont think Big Orange is gonna get it back anytime soon. Plus when Sprint and Nextel merge they'll have the spotlight for awhile and get the same kind of 'honeymoon' cingular had for a ...
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Most Cingular reps you've talked to lately admit they're gonna lose? 1. How many Cingular reps have you talked to lately? & 2. You would be very hard pressed to make an accurate prediction just from reps in one or two stores in one or two markets, am I right?
In my market I've been to a few different Cingular corporate stores because I've been searching for a new phone. Two of those stores are located in malls directly acoss from Verizon Wireless stores. If you're going to base your predictions on solely talking to a few reps, then ...
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And y'know, it isn't just Van and friends saying stuff like this, I seem to recall Merrill Lynch a few weeks back making much the same call.
For myself,I just think the Family Share factor is going to be huge, $9.99 add-a-line vs $14.99 add-a-line definitely hurts Cingy IMO, because it is AMAZING how many families are signing up their little cherubs (or brats, as the case may be) for phones. You see the frackin' kids rollin' down the streets on their ten-speeds, one hand on the handlebars, the other on a phone. It is C-R-A-Z-Y how much we pamper our kids in this country...
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Parents have been adding lines for their children at a younger and younger age, but most of them do it for security reasons. Many parents look at it as a necessity now, not only for their children, but for their parents as well.
turbodeuce said:
Verizon has had the $9.99 add a line since Feb and that should help a lot in their gross adds. In Cingular's defense, I think they only rolled out the $14.99 beginning of June, so it may not impact them as much.
You've got a point there. Maybe the real hurt won't come until Q3. If so, Ruff is right, it may be sorta close.
Its too bad for Cingy that they had to raise prices, but I guess they had to do something. They don't want to run another $240 million loss like last quarter.
ā¹ļø
BetterThanJake said:
Its too bad for Cingy that they had to raise prices, but I guess they had to do something. They don't want to run another $240 million loss like last quarter.
ā¹ļø
If they can keep their gross income as high as it was the last 2 quarters and keep the costs down, they will do ok. The only reason they 'lost' money was because of merger expenses. They brought more money in than anyone else.
loll sorry. let me rephrase that sentence.
this is what I meant to say. "I have always expected that a big carrier like cingular will always average 1.5 million per quarter, however, if they get anything less (like they did in the 2nd quarter) it will be disappointing.
nextel18 said:
I was extremely disappointed by cingular's sub growth, but I did like their churn levels, their arpu levels and their data arpu. The 1.1 million that they got for the 2nd quarter was dismal to say the least. My expectations still stand with verizon to get 1.4-1.6 million or so customers. If that is the case, then we can tell that many people left cingular to go to verizon or to other carriers.
Yea, I have to agree, cingular must be pretty bummed right now. Some analysts had them at 1.2 million net added customers this quarter, and they came in below that.
In fact cingular is on a pretty worrying pattern for them. The quarter of the merger they got 1.8 million net customer adds, the quarter...
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VZWVan said:...nextel18 said:
I was extremely disappointed by cingular's sub growth, but I did like their churn levels, their arpu levels and their data arpu. The 1.1 million that they got for the 2nd quarter was dismal to say the least. My expectations still stand with verizon to get 1.4-1.6 million or so customers. If that is the case, then we can tell that many people left cingular to go to verizon or to other carriers.
Yea, I have to agree, cingular must be pretty bummed right now. Some analysts had them at 1.2 million net added customers this quarter, and they came in below that.
In fact cingular is on a pretty worrying pattern for them. The quarter of the merger they got 1.8 milli
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muchdrama said:...VZWVan said:
Yea, I have to agree, cingular must be pretty bummed right now. Some analysts had them at 1.2 million net added customers this quarter, and they came in below that.
In fact cingular is on a pretty worrying pattern for them. The quarter of the merger they got 1.8 million net customer adds, the quarter after they dropped to 1.4 million, and now theyre down to 1.1. They are falling back to what cingular and att did combined before the merger, where cingular was net adding something like 850,000 a quarter and AT&T was adding zilch, pretty much.
At least their churn held steady, they need that to not get any worse or then theyll REALLY be hurting.
I wouldn
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http://www.thestreet.com/_yahoo/tech/scottmoritz/102 ... »
dont want someone flyin in and correcting me. š
VZWVan said:...muchdrama said:VZWVan said:
Yea, I have to agree, cingular must be pretty bummed right now. Some analysts had them at 1.2 million net added customers this quarter, and they came in below that.
In fact cingular is on a pretty worrying pattern for them. The quarter of the merger they got 1.8 million net customer adds, the quarter after they dropped to 1.4 million, and now theyre down to 1.1. They are falling back to what cingular and att did combined before the merger, where cingular was net adding something like 850,000 a quarter and AT&T was adding zilch, pretty much.
At least their churn held steady, they need that to not get any worse or then theyll REALLY be
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nextel18 said:
Yes, analysts had them gaining about 1.2-1.3 million subscribers. In fact they didnāt get 1.1 million subs they got 1.074 million, but that is close enough to round up which most carriers do anyway.
You want to round up 300,000 subscribers? Uh, you may want to rethink that.
muchdrama said:nextel18 said:
Yes, analysts had them gaining about 1.2-1.3 million subscribers. In fact they didnāt get 1.1 million subs they got 1.074 million, but that is close enough to round up which most carriers do anyway.
You want to round up 300,000 subscribers? Uh, you may want to rethink that.
Sorry, folks...wrong post to the wrong person.
what else would they say? these results were terrible and we are just terrible? lol come on. they have to say something positive.
Thanks Rich š
THe problem is though is that you talk to come cingular people, and they think they dont have to step it up, that theyre the best already and everything is fine. With an attitude like that, their not going to be very competitive for long. It could eventually be up to Sprint-Nextel to keep VZW in check.
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anyway verizon has ev-do, sprint/nextel will have ev-do.. re-read the post again and if you are going to say something stupid like you just did dont bother replying. thanks
nextel18 said:
yep.. you didnt read it i guess. i wont explain it again, sorry. if you dont get it then you dont get it.
I wouldn't explain something I couldn't understand either.
bigoltexasboy said:
I started to not even say anything with the way he usually tries to twist everything around to make him sound right. Wonder if we ignore him, will he go away? He hasn't brought anything useful to this forum that I have seen.
Believe me...he doesn't go away.
At least he's good for a laugh every now and then. Ignorance can be amusing no matter how sad it seems.
nextel18 said:
Nextel/sprint is already testing wimax, td-cdma and flarion(well tested that) while verizon hasnāt even tested anything or mentioned anything about any 4g situation. I think verizon wireless should be moving quicker then this because soon they will be way behind. /
Verizon's 3g network already covers 120 million people. Perhaps they're concentrating on finishing what they've started? Perhaps they're testing 4g technologies before they announce them? Verizon's been at the forefront of just about everything for quite a while...I wouldn't worry about them falling behind.
Dont get me wrong, though- Id rather be ahead of the 3G wave than behind it.
Buckock said:
I work for Cingy, I thought it was suicide to raise the addl lines to 14.99. people are going for price and coverage. When coverage is close to the same (on paper anyways) people look at prices. Peeps look online and see the maps close to the same between cingy and VW... they see price.... VW wins.
Youre right. And rumor has it that Verizon's gonna post 1.9 million net adds when they announce results next Tuesday.
If that happens, how much you wanna bet that cingular immediately brings back the 9.99 add a line?
BetterThanJake said:...
Well, the 2Q results for all carriers should be out in the next week or two... anyone care to take an educated guess at what's gonna happen?
For myself, I have a hard time envisioning a scenario where Verizon doesn't win in customer adds again. And with their Family Share add-a-line at $9.99, while Cingy jumped up to $14.99, it may not even be close this quarter. VZW's rapid EV-DO rollout is probably having some effect as well.
I guess Sprint & Nextel combined might have a shot, but I don't think they're reporting their results as a combined company yet- anyone know when they'll start? š
It'll also be interesting to see what happens in churn. VZW reported some amazing churn numbers last qu
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muchdrama said: I'm giving Verizon anywhere from 1.5-1.7 million adds for the year.
I'm sure you meant adds for the quarter. Just didn't want you to get yourself attacked by people on the defensive, insisting that you did it on purpose. š
RUFF1415 said:muchdrama said: I'm giving Verizon anywhere from 1.5-1.7 million adds for the year.
I'm sure you meant adds for the quarter. Just didn't want you to get yourself attacked by people on the defensive, insisting that you did it on purpose. š
My knight in shining armor.
muchdrama said:
And as for Tmobile? I don't see why their sub adds should slow down like people have been saying (who have no idea what they're talking about). This whole 3g thing isn't hurting them in the least because no one gives a damn about 3g besides us. Folks want a low cost alternative national carrier...and Tmobile's it. I wish them good things.
I agree. I think a low-cost national with great CS like T-M is going to keep doing well in the near-term.
Their 3G issues aren't going to be a significant detriment for awhile yet, i.e. when the mainstream starts expecting/wanting 3G functionality, which is a-ways off still.
by the way ruff said that nextel/sprint merger is facing difficult with the doj, thats in correct. but regardless, i think the combined sprint/nextel will outpace for this quarter, like they did in the first quarter, with arpu and combined subs.
good luck, BTJ.
Funny. That is quite humorous considering I posted that reply yesterday and an article detailing the very problems Sprint and Nextel were facing with this merge showed up on the front page. They may have taken care of US Unwired but Alamosa has the same agreements with Sprint and are nearly 3 times larger than US Unwired. It isn't going to be so easy for Sprint to just "gobble" them up.
Quite clearly, I was not incorrect. š
by the way.. it wasnt a problem. sorry š
of course it will be easy to gobble them up. they could borrow money or do anything they want. by the way most of the debt that will be on their hands will be off their books becuase of the spin off. (not sure if you knew that)
regardless its a non event.
nextel18 said:
I have been right a lot of times. I said that sprint should buy out us wired, and look what happened? They bought them out... by the way, worry about yourself and not me, because I am doing quite fine. š
I have been right more times than you can even hope to be right. I stated many months ago that the Sprint Nextel merger would not be final in the timeframe you stated because they would face many difficulties. Seems to be that I was right there. But you have yet to give anyone credit for being right, so I probably should expect no credit from you regarding that matter.
actually, I gave a lot of people credit for being right and/or for having a sound opinion with some base. with you, on the other hand, you just bash people, well me, and I could care less what you say and you have no impact on me.
nextel18 said:
yea, I doubt it. the time frame is fine. itās expected to be oked by the fcc very soon and the shareholders will vote probably in the affirmative tomorrow, which means about that either late aug early September it should close. (it could be earlier though) that was the expected close.
actually, I gave a lot of people credit for being right and/or for having a sound opinion with some base. with you, on the other hand, you just bash people, well me, and I could care less what you say and you have no impact on me.
You are correct, I am nothing but a big people basher. I am a big forum bully. I have no knowledge and no sound statements. I just bully people around this forum. I don't hel...
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with your second point, you are wrong.
look below for the following articles to prove my point...
http://biz.yahoo.com/ap/050712/sprint_nextel.html?.v=4 »
"Merger Between Sprint, Nextel Moves a Step Closer to Federal Approval, Source Says "
"The source, speaking on condition of anonymity because the recommendation has not been made public, said staff members looking into the deal have forwarded their findings to the agency's four commissioners. "
--
another one too
http://yahoo.reuters.com/financeQuoteCompanyNewsArti ... »
""Whether it's July or August we certainly expect it to be approved in short order," Forse...
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nextel18 said:...
yea, thatās would be your job description on here.
with your second point, you are wrong.
look below for the following articles to prove my point...
http://biz.yahoo.com/ap/050712/sprint_nextel.html?.v=4 »
"Merger Between Sprint, Nextel Moves a Step Closer to Federal Approval, Source Says "
"The source, speaking on condition of anonymity because the recommendation has not been made public, said staff members looking into the deal have forwarded their findings to the agency's four commissioners. "
--
another one too
http://yahoo.reuters.com/financeQuoteCompanyNewsArti ... »
""Whether it's July or August we certainly expect it to
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you know why? the shareholders havenāt voted yet. sine they are a publicly traded company they cant approve anything yet, till the shareholders vote in the affirmative.
sorry. your wrong again!!!
nextel18 said:
it was supposed to be a done deal by now? lol according to who, please state facts and a link to support your findings. thanks.. I know it wasnāt supposed to be closed till now..
you know why? the shareholders havenāt voted yet. sine they are a publicly traded company they cant approve anything yet, till the shareholders vote in the affirmative.
sorry. your wrong again!!!
Listen, it was YOU that stated again and again that the merger would be completed by now. This was over in the Nextel forum before you decided to invade these forums as well. You gave dates and specifics, all of which were wrong...so forgive us for not ever believing a word you say.
muchdrama said:...nextel18 said:
it was supposed to be a done deal by now? lol according to who, please state facts and a link to support your findings. thanks.. I know it wasnāt supposed to be closed till now..
you know why? the shareholders havenāt voted yet. sine they are a publicly traded company they cant approve anything yet, till the shareholders vote in the affirmative.
sorry. your wrong again!!!
Listen, it was YOU that stated again and again that the merger would be completed by now. This was over in the Nextel forum before you decided to invade these forums as well. You gave dates and specifics, all of which were wrong...so forgive us for not ever believing a word you say.
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Wow, this could get ugly. š
http://www.marketwatch.com/news/yhoo/story.asp?sourc ... »
āSprint may have to mollify its partnersāĀ
As as it says, sprint will have to ...
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nextel18 said:
See, unfortunately I know what i am talking about, you on the other hand doesnāt. By the way, this will not be a problem what so ever, because if the other affiliates who has the clauses sue sprint, all sprint has to do is just buy them. /.
Even Rich mentioned Sprint can't just "buy" all the affiliates. Yeesh.
nextel18 said:
See, unfortunately I know what i am talking about, you on the other hand doesnāt.
You're right, I doesn't know what you're talking about because your typing is incomprehensible. š¤£
1. The only way Sprint can get around these lawsuits is to buy the companies that are suing. (I understand that.)
2. Sprint can't just buy their affiliates unless the affiliates want to be bought.
3. Even if Sprint does buy their disgruntled affiliates (Alamosa mostly) they're going to have four different networks to merge. That is by no means a wise decision on Sprint's part. Integrating two networks is a hard enough task, let alone four.
Like I said, this could get ugly for Sprint. š...
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2. of course, they can.
3. if the other affiliates all have cdma, which I believe they do, then it will be a very easy task of doing so.
integrating iden will be easier then you think.
it wont get ugly for sprint, sorry.
by the way to your point of number 2 you are wrong. the affiliates are all publicly traded company which the board has fiduciary responsibility for their shareholders. i.e. if they get an offer the board will probably ok it. (like what happened with US wired.) so again, your wrong.
nextel18 said:
1. correct.
2. of course, they can.
3. if the other affiliates all have cdma, which I believe they do, then it will be a very easy task of doing so.
integrating iden will be easier then you think.
it wont get ugly for sprint, sorry.
by the way to your point of number 2 you are wrong. the affiliates are all publicly traded company which the board has fiduciary responsibility for their shareholders. i.e. if they get an offer the board will probably ok it. (like what happened with US wired.) so again, your wrong.
You are full of total BS.
You know very well that the Cingular and AT&T networks are both GSM, the same exact technology, and it is giving them difficulties in the integ...
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RUFF1415 said:...nextel18 said:
1. correct.
2. of course, they can.
3. if the other affiliates all have cdma, which I believe they do, then it will be a very easy task of doing so.
integrating iden will be easier then you think.
it wont get ugly for sprint, sorry.
by the way to your point of number 2 you are wrong. the affiliates are all publicly traded company which the board has fiduciary responsibility for their shareholders. i.e. if they get an offer the board will probably ok it. (like what happened with US wired.) so again, your wrong.
You are full of total BS.
You know very well that the Cingular and AT&T networks are both GSM, the same exact technology, and it is gi
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we never discussed cingular/att wireless are both gsm technologies, because were are discussing about sprint and its affiliates.
however, let me address that. they are having problems, yes. want to know why? well because they didnāt plan it right and plus their mgmt and CTO are terrible and thatās why its not being a success.
this Nextel/sprint merger would be different, because you have the best mgmt and CTO in the world at the helms so I would trust them. it would be an easy task. if they can get through the consensus plan (rebanding plan) then they can get through the integration of networks especially since they will have contig spectrum in the 800mhz spectrum, which is very easy to convert ...
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Experience is something neither Nextel or Sprint have when it comes to merging three (or possibly four) different companies. It will not go down smoothly, I guarantee you that.
Good luck? Good luck for what?
anyway, since Nextel and sprint have a very good managmt core as well as with a great CTO the merger integration would be a nice transition. (I am sorry if you feel otherwise but thatās your problem)
good luck with your predictions. Lol
you will be wrong. š
nextel18 said:
aww. that is too bad that you dont feel that way, but i do. š
you will be wrong. š
Wasn't CTIA's man of the Year Stan Sigman? Who is Barry West again?!?!? Oh yeah, a guy with a tiny company that just got bought.
Al_Swearengen said:nextel18 said:
aww. that is too bad that you dont feel that way, but i do. š
you will be wrong. š
Wasn't CTIA's man of the Year Stan Sigman? Who is Barry West again?!?!? Oh yeah, a guy with a tiny company that just got bought.
You forgot the fact that he is a guy that all of the direct connect addicts worship. He blinds them from having any rational or logical thoughts.
SForsyth01 said:
You forgot the fact that he is a guy that all of the direct connect addicts worship. He blinds them from having any rational or logical thoughts.
Yeah, if there isn't a *chirp*, then it's not real. š¤£
dca said:
But if integrating iDEN will be that easy why is the network going to be around till at least 2010? I thought it was supposed to start migrating earlier? I honestly think they are finding out there is no comparison to iDEN. Maybe it was harder than they thought to create a CDMA-based technology that can be as fast as iDENs?
This might very well be true in regards to Qchat. Maybe Sprint and Nextel are looking for some time to perfect the CDMA based PTT solution...heaven knows Readylink and Verizon's PTT aren't exactly barn burners (but definitely serviceable).
now, Nextel has mentioned that they will want their iden network to be for push to talk centric users such as pubic safety and smr providers. I am not sure if thatās a smart thing to do because no one knows if Nextel can still retain the ROI that they have been getting.
they will be running iden till 2010 though.
perhaps. (to answer that question)
RUFF1415 said:nextel18 said:
See, unfortunately I know what i am talking about, you on the other hand doesnāt.
You're right, I doesn't know what you're talking about because your typing is incomprehensible. š¤£
You know...I wasn't going to touch that, but nice job anyway. LOL.
nextel18 said:
yea you were incorrect. those werent problems as much as other thigns such as road blocks that could get in the way. they bought them becuase it was a good idea too becuase they had a no-competitve clause as well as another suit against sprint. alamosa has the same clause.
by the way.. it wasnt a problem. sorry š
of course it will be easy to gobble them up. they could borrow money or do anything they want. by the way most of the debt that will be on their hands will be off their books becuase of the spin off. (not sure if you knew that)
regardless its a non event.
Non event?
Everytime you are wrong, you try to play it off as a 'non event'. There are so many 'non events' around ...
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by the way, I am not wrong, I was correct with what I thought sprint should do. that is what they will probably do in the future with their affiliates and the same goes with Nextel.
Therefore, I am right.
nextel18 said:
Yes, a non-event. Was it a big deal? Nope. why? because sprint bought them. thus, itās a non-event.
by the way, I am not wrong, I was correct with what I thought sprint should do. that is what they will probably do in the future with their affiliates and the same goes with Nextel.
Therefore, I am right.
š
Well, I guess you were right about US Wired. Of course, Sprint TOLD EVERYONE WHAT THEY WERE GOING TO TRY TO DO long before you said it. š³
So, go ahead and take credit for being correct- after the fact. Good job.
And the 'non-events' I was talking about are the numerous time you totally ignore what you have said and done and pretend how you were correct about something when in fact you were exactly wrong.
How's that Flarion network coming along? Woops... š¤ Nextel decided against that.
How's the Sprint merger going? Woops again.... š¤ Sprint has to deal with several opposing affiliates. Not so smooth...
What about that 'new technology' that you were talking about? "IPWIRELESS"??? Woop...
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1. its a non event.
2. a lot of companies are doing flarion, by the way, Nextel didnāt want to because they were doing ev-do with sprint and they didnāt feel like the qchat would work well on flarion. however, they did get good results with a 90 percent plus customer approval rating.
3. the merger is going smoothly and perfectly and will be closed shortly.
4. I said Nextel was tested ipwireless, which obviously uses the umts technology.
5. yea, ip wireless when they are using 1.5mhz is faster then the 1.25mhz flarion offers. look at the facts, but you would be right with the 10mhz and 5mhz if you compare the speeds, however, both of them are quite fast. flarion has problems with on the edge of the cell phone tower, whil...
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nextel18 said:
2. a lot of companies are doing flarion, by the way,
Could you name the numerous companies that are "doing" Flarion, please? Thanks.
nextel18 said:...
how boring.
1. its a non event.
2. a lot of companies are doing flarion, by the way, Nextel didnāt want to because they were doing ev-do with sprint and they didnāt feel like the qchat would work well on flarion. however, they did get good results with a 90 percent plus customer approval rating.
3. the merger is going smoothly and perfectly and will be closed shortly.
4. I said Nextel was tested ipwireless, which obviously uses the umts technology.
5. yea, ip wireless when they are using 1.5mhz is faster then the 1.25mhz flarion offers. look at the facts, but you would be right with the 10mhz and 5mhz if you compare the speeds, however, both of them are quite fast. flarion has problems with on the
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i know what i am talking about. š
if what i say is worthless, stop posting to me.
i never said that nextel scrapped it becuase it didnt perform well. it seems like you and a few others have a problem with reading and you guys have selective reasoning.
by the way i will prove you wrong about flarion how "no one uses flarion".
and this will be the last post to you becuase i dont want to humiliate you anymore.
"Flarion Inks OFDM Deal in Japan
Flarion to provide network equipment in Croatia
""
"Finland chooses OFDM for a wireless broadband network"
---
so yea...
How about this one:
"Nextel18 Proven to Be a Stupid Git"
Where are the links?
nextel18 said:
its ok.. its not my problem, its yours.
i know what i am talking about. š
if what i say is worthless, stop posting to me.
i never said that nextel scrapped it becuase it didnt perform well. it seems like you and a few others have a problem with reading and you guys have selective reasoning.
by the way i will prove you wrong about flarion how "no one uses flarion".
and this will be the last post to you becuase i dont want to humiliate you anymore.
"Flarion Inks OFDM Deal in Japan
Flarion to provide network equipment in Croatia
""
"Finland chooses OFDM for a wireless broadband network"
---
so yea...
š
I know it's ok. The only problem is you.
No,...
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Al_Swearengen said:...
š Welcome to Bizarro World.
Well, I guess you were right about US Wired. Of course, Sprint TOLD EVERYONE WHAT THEY WERE GOING TO TRY TO DO long before you said it. š³
So, go ahead and take credit for being correct- after the fact. Good job.
And the 'non-events' I was talking about are the numerous time you totally ignore what you have said and done and pretend how you were correct about something when in fact you were exactly wrong.
How's that Flarion network coming along? Woops... š¤ Nextel decided against that.
How's the Sprint merger going? Woops again.... š¤ Sprint has to deal with several opposing affiliates. Not so smooth...
What about that 'new technology' that you
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nextel18 said:
i think that verizon and cingular will report very strong numbers with arpu and data arpu rising a little bit. i belive sprint will report a very good wholesale business while their core does ok. nextel, i belive that they will do quite well and exceed expectations..
by the way ruff said that nextel/sprint merger is facing difficult with the doj, thats in correct. but regardless, i think the combined sprint/nextel will outpace for this quarter, like they did in the first quarter, with arpu and combined subs.
good luck, BTJ.
Read the news on the main page of phonescoop.com. It will tell you that sprint is violating many non-compete agreements due to the nextel merger. It IS facing m...
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nextel18 said:
I know, and I read that news but again, itās a non-event. Worst comes to worst they will buy those affiliates out and thatās it. Nextel is facing the same problem. Again, for the 500th time, itās a non-event.
You should really stop dismissing people's opinions as "non-events". Perhaps they'd deal with you a little more amicably?
muchdrama said:nextel18 said:
I know, and I read that news but again, itās a non-event. Worst comes to worst they will buy those affiliates out and thatās it. Nextel is facing the same problem. Again, for the 500th time, itās a non-event.
You should really stop dismissing people's opinions as "non-events". Perhaps they'd deal with you a little more amicably?
But then again....look who we are dealing with. Our mere existance is a non event to him. š
dca said:
In nextel18's defense. (Not talking about that whole non-event thing, thats just stupid). The FCC could still and probably will approve this merger by the end of this month... I don't think they are concerned with non-compete issues in contracts, only competition at this point... They'll approve it and let Sprint fend for themselves, if they can't afford to buy 'em and make a 'non-event', they'll go to court...
But if the FCC does approve the merger with existing non-compete agreements still in place wouldn't that place the FCC itself in violation of anti-trust laws?
SForsyth01 said:...nextel18 said:
i think that verizon and cingular will report very strong numbers with arpu and data arpu rising a little bit. i belive sprint will report a very good wholesale business while their core does ok. nextel, i belive that they will do quite well and exceed expectations..
by the way ruff said that nextel/sprint merger is facing difficult with the doj, thats in correct. but regardless, i think the combined sprint/nextel will outpace for this quarter, like they did in the first quarter, with arpu and combined subs.
good luck, BTJ.
Read the news on the main page of phonescoop.com. It will tell you that sprint is violating many non-compete agreements due
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turbodeuce said:
I do see Verizon's data arpu going up by a lot (hopefully), as they have been pushing data HARD since the beginning of the year. The unlimited in messaging plans sell like crazy.
I'd have to agree, thats been my experience as well. Though VZW's overall arpu might be flat to slightly down, due to the popularity of Family Share. Though, due to FS, they should also win in customer adds by at least a quarter million over cingular.
BetterThanJake said:...
Well, the 2Q results for all carriers should be out in the next week or two... anyone care to take an educated guess at what's gonna happen?
For myself, I have a hard time envisioning a scenario where Verizon doesn't win in customer adds again. And with their Family Share add-a-line at $9.99, while Cingy jumped up to $14.99, it may not even be close this quarter. VZW's rapid EV-DO rollout is probably having some effect as well.
I guess Sprint & Nextel combined might have a shot, but I don't think they're reporting their results as a combined company yet- anyone know when they'll start? š
It'll also be interesting to see what happens in churn. VZW reported some amazing churn numbers last qu
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coruptor25 said:
I work for VZW and received word that our net adds for the second quarter will be 1.9 million. It hasnt been released yet but I was told of that info from one of our managers.
I find that a bit hard to believe.
I mean yea, it'd be sort of funny to see how shellshocked the cingular reps would be to learn that they lost the quarter by almost a million new subs (aka wipeout), but 1.9 mil just seems too good to be true.
I'd be thinking more like 1.5 mil, but would be happy to be wrong on this one. š
coruptor25 said:
Believe it VZWVan. We were all shocked when he mentioned it in our meeting. Churn drops to 1.25% as well. This was our best quarter ever as VZW.
Holy shiznits!! 1.9 million new subs AND 1.25% churn?!? š²
Verizon is flat OWNING everyone then. Even I'm having a hard time believing it, and I dont get suprised easily. š³
cingsales9090 said:
but then again cing reps probably dont care cause their company stinks and treats them like crap...So shellshocked? i dont care if u beat us by 4 million.........
Sorry to hear that its that bad over there. Ive worked for some real crapholes myself.
Sounds like you should get out while you still can. Lifes too short.