Verizon adds 1.8 million wireless users, Industry's No. 2 closesgap on market leader Cingular

07-24-2006, 09:52 AM

See "http://tinyurl.com/jtasv"

As soon as Sprint and T-Mobile post results I'll update the web site
with the graphs on market share.

07-24-2006, 10:41 AM

In alt.cellular.cingular SMS <scharf.steven@geemail.com> wrote:
> See "http://tinyurl.com/jtasv"
>
> As soon as Sprint and T-Mobile post results I'll update the web site
> with the graphs on market share.

Interesting. It looks like Verizon is doing well. However, it looks as
Cingular stands to show improvement as well. I am curious how this shakes out
12 months from now.

--
Thomas T. Veldhouse
Key Fingerprint: 2DB9 813F F510 82C2 E1AE 34D0 D69D 1EDC D5EC AED1

07-24-2006, 11:57 AM

Thomas T. Veldhouse wrote:
> In alt.cellular.cingular SMS <scharf.steven@geemail.com> wrote:
>> See "http://tinyurl.com/jtasv"
>>
>> As soon as Sprint and T-Mobile post results I'll update the web site
>> with the graphs on market share.
>
> Interesting. It looks like Verizon is doing well. However, it looks as
> Cingular stands to show improvement as well. I am curious how this shakes out
> 12 months from now.

The analysts were not thrilled with Cingular's results due to their
falling net additions, their falling ARPU, too many pre-paid additions,
and their declining market share. OTOH, profits were way up, and margins
were up, which was a positive, but the analysts complained that margins
should have been up even more because the lower net additions meant
lower acquisition costs.

In this environment it seems like _every_ metric needs to exceed
expectations in order for the analysts to grudgingly admit that a
company is doing well.

See "http://tinyurl.com/ehhx5".

07-24-2006, 04:07 PM

In article <44c509f6$0$96173$742ec2ed@news.sonic.net>,
SMS <scharf.steven@geemail.com> wrote:

> Thomas T. Veldhouse wrote:
> > In alt.cellular.cingular SMS <scharf.steven@geemail.com> wrote:
> >> See "http://tinyurl.com/jtasv"
> >>
> >> As soon as Sprint and T-Mobile post results I'll update the web site
> >> with the graphs on market share.
> >
> > Interesting. It looks like Verizon is doing well. However, it looks as
> > Cingular stands to show improvement as well. I am curious how this shakes
> > out
> > 12 months from now.
>
> The analysts were not thrilled with Cingular's results due to their
> falling net additions, their falling ARPU, too many pre-paid additions,
> and their declining market share. OTOH, profits were way up, and margins
> were up, which was a positive, but the analysts complained that margins
> should have been up even more because the lower net additions meant
> lower acquisition costs.
>
> In this environment it seems like _every_ metric needs to exceed
> expectations in order for the analysts to grudgingly admit that a
> company is doing well.

AND NAVAS WOULD NEVER ADMIT THAT AT THIS RATE (AS I PREDICTED LONG AGO)
VERIZON WILL SOON HAVE MORE CUSTOMERS THAN CINGULAR.

07-24-2006, 06:06 PM

"Jack Zwick" <jackzwick@yahoo.com> wrote in message
news:jackzwick-FC27F0.17075724072006@newsclstr02.news.prodigy.com ...

> AND NAVAS WOULD NEVER ADMIT THAT AT THIS RATE (AS I PREDICTED LONG AGO)
> VERIZON WILL SOON HAVE MORE CUSTOMERS THAN CINGULAR.

If you predicted "long ago" that this would happen "soon"
then you are already wrong, by definition.

Bernard

07-24-2006, 06:19 PM

In article <u9Odned_Ivf2_VjZnZ2dnUVZ_vudnZ2d@comcast.com>, bernard
farquart <bernardfarquart@DELETEhotmail.com> wrote:

> If you predicted "long ago" that this would happen "soon"
> then you are already wrong, by definition.

I can't see why it is important. That is which has the most customers
or predicting that one will have more than the other. I don't pick a
carrier by which one has the most customers. Do most? I just hope
there are multiple carriers so there is a choice.

--
Charles

07-24-2006, 07:47 PM

Jack Zwick wrote:

>> In this environment it seems like _every_ metric needs to exceed
>> expectations in order for the analysts to grudgingly admit that a
>> company is doing well.
>
> AND NAVAS WOULD NEVER ADMIT THAT AT THIS RATE (AS I PREDICTED LONG AGO)
> VERIZON WILL SOON HAVE MORE CUSTOMERS THAN CINGULAR.

Not soon. At the current rate of quarterly additions, 300K more per
quarter, it would still take about eight quarters for Verizon to pass
Cingular, and there is no telling whether future quarters will be better
or worse for each carrier in terms of net additions. Cingular has really
cut their churn, so they're not doing as poorly as before in terms of
net additions.

The loss of Radio Shack as a sales outlet helped Verizon's financials,
but it did have a negative effect on their net additions. It really hurt
Radio Shack's financial's, as they were doing extremely well with
Verizon, and now they're doing very poorly with Cingular.

07-24-2006, 07:50 PM

Charles wrote:
> In article <u9Odned_Ivf2_VjZnZ2dnUVZ_vudnZ2d@comcast.com>, bernard
> farquart <bernardfarquart@DELETEhotmail.com> wrote:
>
>> If you predicted "long ago" that this would happen "soon"
>> then you are already wrong, by definition.
>
> I can't see why it is important. That is which has the most customers
> or predicting that one will have more than the other. I don't pick a
> carrier by which one has the most customers. Do most? I just hope
> there are multiple carriers so there is a choice.

If there were a huge difference in the number of customers it would have
an effect on which carrier to choose because of mobile to mobile
minutes. If everything else were equal, it would make sense to choose
the carrier that most of the people you call have. Of course everything
else is not equal. Coverage varies by carrier by location, but Verizon
tends to have the best coverage of any carrier judging by all the
independent surveys. In my area, the San Francisco Bay Area, Cingular
coverage is adequate, but not nearly as good as Verizon's coverage with
a tri-mode phone. It seems that every week I'm someplace where there is
no Cingular coverage, but where Verizon does have coverage.

07-24-2006, 09:03 PM

In article <240720062019014649%fort514@mac.com>,
Charles <fort514@mac.com> wrote:

> In article <u9Odned_Ivf2_VjZnZ2dnUVZ_vudnZ2d@comcast.com>, bernard
> farquart <bernardfarquart@DELETEhotmail.com> wrote:
>
> > If you predicted "long ago" that this would happen "soon"
> > then you are already wrong, by definition.
>
> I can't see why it is important. That is which has the most customers
> or predicting that one will have more than the other. I don't pick a
> carrier by which one has the most customers. Do most? I just hope
> there are multiple carriers so there is a choice.

Judging by the fact that the lowest price plan keeps getting more
expensive, and fewer and fewer minutes are given with a $60 family plan,
the negative effects of all the mergers is already here.

07-25-2006, 12:20 PM

On Mon, 24 Jul 2006 18:50:43 -0700, SMS <scharf.steven@geemail.com>
wrote in <44c578f8$0$96151$742ec2ed@news.sonic.net>:

>... Coverage varies by carrier by location, but Verizon
>tends to have the best coverage of any carrier judging by all the
>independent surveys. In my area, the San Francisco Bay Area, Cingular
>coverage is adequate, but not nearly as good as Verizon's coverage with
>a tri-mode phone. It seems that every week I'm someplace where there is
>no Cingular coverage, but where Verizon does have coverage.

In fact Cingular has very good digital coverage in the San Francisco Bay
Area, arguably the best overall digital network of all carriers, Verizon
included. Time to upgrade that old single-band PacBell phone and find
out.

--
Best regards, SEE THE FAQ FOR CINGULAR WIRELESS AT
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>

07-25-2006, 12:23 PM

On Mon, 24 Jul 2006 18:47:23 -0700, SMS <scharf.steven@geemail.com>
wrote in <44c57830$0$96207$742ec2ed@news.sonic.net>:

>Jack Zwick wrote:
>
>>> In this environment it seems like _every_ metric needs to exceed
>>> expectations in order for the analysts to grudgingly admit that a
>>> company is doing well.
>>
>> AND NAVAS WOULD NEVER ADMIT THAT AT THIS RATE (AS I PREDICTED LONG AGO)
>> VERIZON WILL SOON HAVE MORE CUSTOMERS THAN CINGULAR.
>
>Not soon. At the current rate of quarterly additions, 300K more per
>quarter, it would still take about eight quarters for Verizon to pass
>Cingular, and there is no telling whether future quarters will be better
>or worse for each carrier in terms of net additions. Cingular has really
>cut their churn, so they're not doing as poorly as before in terms of
>net additions.

So much for your prior forecasts of Verizon rapidly passing Cingular.
I guess you're now seeing the handwriting on the wall.

>The loss of Radio Shack as a sales outlet helped Verizon's financials,
>but it did have a negative effect on their net additions. It really hurt
>Radio Shack's financial's, as they were doing extremely well with
>Verizon, and now they're doing very poorly with Cingular.

Radio Shack actually dumped Verizon due to poor sales performance in
2005, and switched to Cingular as part of an improvement plan that's
starting to pay off now that the transition is pretty much over.
The result is a boost for Cingular at the expense of Verizon.

--
Best regards, SEE THE FAQ FOR CINGULAR WIRELESS AT
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>

07-25-2006, 12:26 PM

On Mon, 24 Jul 2006 20:19:01 -0400, Charles <fort514@mac.com> wrote in
<240720062019014649%fort514@mac.com>:

>In article <u9Odned_Ivf2_VjZnZ2dnUVZ_vudnZ2d@comcast.com>, bernard
>farquart <bernardfarquart@DELETEhotmail.com> wrote:
>
>> If you predicted "long ago" that this would happen "soon"
>> then you are already wrong, by definition.
>
>I can't see why it is important. That is which has the most customers
>or predicting that one will have more than the other. I don't pick a
>carrier by which one has the most customers. Do most? I just hope
>there are multiple carriers so there is a choice.

It not important. Subscriber base bashing is silly.

--
Best regards, SEE THE FAQ FOR CINGULAR WIRELESS AT
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>

07-25-2006, 12:43 PM

On Mon, 24 Jul 2006 10:57:06 -0700, SMS <scharf.steven@geemail.com>
wrote in <44c509f6$0$96173$742ec2ed@news.sonic.net>:

>Thomas T. Veldhouse wrote:
>> In alt.cellular.cingular SMS <scharf.steven@geemail.com> wrote:
>>> See "http://tinyurl.com/jtasv"
>>>
>>> As soon as Sprint and T-Mobile post results I'll update the web site
>>> with the graphs on market share.
>>
>> Interesting. It looks like Verizon is doing well. However, it looks as
>> Cingular stands to show improvement as well. I am curious how this shakes out
>> 12 months from now.
>
>The analysts were not thrilled with Cingular's results due to their
>falling net additions, their falling ARPU, too many pre-paid additions,
>and their declining market share. OTOH, profits were way up, and margins
>were up, which was a positive, but the analysts complained that margins
>should have been up even more because the lower net additions meant
>lower acquisition costs.

Many analysts were actually quite positive.

<http://news.yahoo.com/s/ibd/20060720/bs_ibd_ibd/2006720tech01>:

Cingular Wireless tripled its second-quarter profit to $540 million as
customer disconnects fell to an all-time low.
...
Verizon Wireless' main edge over Cingular has been network
reliability. But Cingular has been closing that gap, analysts say.
...
Cingular said its monthly churn rate fell to 1.7% in the second
quarter. That's down from 2.2% a year ago and 2.7% in 2004.
...
Cingular's average monthly revenue per user fell 3.3% to $48.84.

The drop is due to Cingular having more prepaid customers that spend
less monthly. Cingular's revenue from data services rose 38% to an
average per user of $5.77 a month.

[MORE]

<http://www.ajc.com/business/content/business/stories/0721bizcingular.html>

Cingular's subscriber growth and churn exceeded the estimates of
analyst Jason Armstrong of Goldman Sachs. "Cingular's strong
subscriber result indicates market share gains, in particular from
T-Mobile and Sprint," he said in a research note. "However, we
continue to expect robust overall market growth."

--
Best regards, SEE THE FAQ FOR CINGULAR WIRELESS AT
John Navas <http://en.wikibooks.org/wiki/Cingular_Wireless_FAQ>

07-25-2006, 05:50 PM

"John Navas" <spamfilter0@navasgroup.com> wrote in message
news:h1occ2plpta24l6hitr0bn30ngtpir9qs6@4ax.com...
> On Mon, 24 Jul 2006 18:50:43 -0700, SMS <scharf.steven@geemail.com>
> wrote in <44c578f8$0$96151$742ec2ed@news.sonic.net>:
>
>>... Coverage varies by carrier by location, but Verizon
>>tends to have the best coverage of any carrier judging by all the
>>independent surveys. In my area, the San Francisco Bay Area, Cingular
>>coverage is adequate, but not nearly as good as Verizon's coverage with
>>a tri-mode phone. It seems that every week I'm someplace where there is
>>no Cingular coverage, but where Verizon does have coverage.
>
> In fact Cingular has very good digital coverage in the San Francisco Bay
> Area, arguably the best overall digital network of all carriers, Verizon
> included. Time to upgrade that old single-band PacBell phone and find
> out.

>

And yet you are still unable to show verification of this personal opinion.
Why is that?

07-25-2006, 05:51 PM

"John Navas" <spamfilter0@navasgroup.com> wrote in message
news:67occ21kvk4p938ppinvl9d6ca71mbb61h@4ax.com...

>
> Radio Shack actually dumped Verizon due to poor sales performance in
> 2005,

Incorrect again, Skippy.

> and switched to Cingular as part of an improvement plan that's
> starting to pay off now that the transition is pretty much over.

And you base this opinion on what?

> The result is a boost for Cingular at the expense of Verizon.

Boost for Cingular? Based on what?

Verizon adds 1.8 million wireless users, Industry's No. 2 closesgap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closesgap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closesgap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closesgap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular

Re: Verizon adds 1.8 million wireless users, Industry's No. 2 closes gap on market leader Cingular