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  1. #1
    PDA Man
    Guest

    Carriers will likely spend heavily to keep customers once number portability
    kicks in this November.

    NEW YORK (CNN/Money) - On Nov. 24, the long-awaited wireless number
    portability rule kicks in, which will allow cell phone users to keep their
    numbers when they switch service providers.

    So if the hassle of letting people know your new number is the only reason
    you've stuck with your current service, you will soon be in luck. And based
    on the backlash the wireless industry received after last month's blackout,
    there may very well be a bunch of customers looking to switch.

    Curiously, the pending change has not fazed investors. (Maybe they are too
    busy chatting away on their cell phones to notice.)

    Shares of Nextel are up 64 percent this year. AT&T Wireless has surged 56
    percent. Sprint PCS is up 26.5 percent. And the stocks of several regional
    wireless carriers, such as Triton PCS and Western Wireless are up sharply

    Its Going To Get Ugly
    But wireless number portability has the potential to make an already tough
    business even more competitive. "This is going to cause a mess next year and
    into 2005," said Patrick Comack, an analyst with Guzman & Co. "It's going to
    be an ugly period for a while."

    Comack said that wireless carriers would likely have higher churn rates,
    which means more customers dropping service. In addition, many may increase
    the amount of handset subsidies, i.e. offering prospective subscribers cell
    phones at discounted prices.

    And in a recent research note, Wachovia analyst Jennifer Fritzsche noted
    that the biggest negative associated with wireless number portability is not
    that carriers will lose a lot of customers but that they will spend a ton to
    keep them.

    In other words, if you think wireless companies advertise a lot on
    television now, you ain't seen nothing yet.

    And of course, the carriers will likely come up with creative new pricing
    plans in order to lure customers and hang on to existing ones.

    Add all that up and you have lower profit margins.

    "This is going to cause more price wars, minute wars, whatever you want to
    call it," said Comack. "It's great for consumers but terrible for the
    wireless companies."

    For complete article
    http://money.cnn.com/2003/09/04/tech...stor/lamonica/







    See More: NEWS: Get Ready for a Wireless Carrier War




  2. #2
    David L
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War




    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >

    (snip)


    It's going to be interesting.

    Corporate America to benefit from LNP
    by Dan Meyer
    Sept. 04, 2003 1:15 PM EST

    "...corporate America could see a multi-million dollar windfall if
    carriers are forced to reduce rate plans in an attempt to garner new
    customers or keep their current subscribers....

    Most carriers have begun trying to lock up high-value customers to
    long-term contracts prior to the scheduled Nov. 24 implementation of
    WLNP, with analysts noting the enterprise market as being the most
    lucrative..."


    Complete article at
    RCR Wireless News

    http://rcrnews.com/cgi-bin/news.pl?newsId=14946



    [posted via phonescoop.com - free web access to the alt.cellular groups]



  3. #3
    David L
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War




    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >

    (snip)


    It's going to be interesting.

    Corporate America to benefit from LNP
    by Dan Meyer
    Sept. 04, 2003 1:15 PM EST

    "...corporate America could see a multi-million dollar windfall if
    carriers are forced to reduce rate plans in an attempt to garner new
    customers or keep their current subscribers....

    Most carriers have begun trying to lock up high-value customers to
    long-term contracts prior to the scheduled Nov. 24 implementation of
    WLNP, with analysts noting the enterprise market as being the most
    lucrative..."


    Complete article at
    RCR Wireless News

    http://rcrnews.com/cgi-bin/news.pl?newsId=14946



    [posted via phonescoop.com - free web access to the alt.cellular groups]



  4. #4
    Phillipe
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    In article <[email protected]>,
    davNOLindiSpamatHotmaledotkom (David L) wrote:

    >
    >
    >
    > "PDA Man" <[email protected]> wrote in article
    > <[email protected]>:
    > >
    > > Carriers will likely spend heavily to keep customers once number portability
    > > kicks in this November.
    > >

    > (snip)
    >
    >
    > It's going to be interesting.
    >
    > Corporate America to benefit from LNP
    > by Dan Meyer
    > Sept. 04, 2003 1:15 PM EST
    >
    > "...corporate America could see a multi-million dollar windfall if
    > carriers are forced to reduce rate plans in an attempt to garner new
    > customers or keep their current subscribers....
    >
    > Most carriers have begun trying to lock up high-value customers to
    > long-term contracts prior to the scheduled Nov. 24 implementation of
    > WLNP, with analysts noting the enterprise market as being the most
    > lucrative..."
    >
    >
    > Complete article at
    > RCR Wireless News
    >
    > http://rcrnews.com/cgi-bin/news.pl?newsId=14946



    Stateside carriers give Corporations 8 to 27% discounts. In England
    where portability has been around a while, 50% discounts are more the
    norm. Maybe We should be buying puts on wireless stocks.



  5. #5
    Phillipe
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    In article <[email protected]>,
    davNOLindiSpamatHotmaledotkom (David L) wrote:

    >
    >
    >
    > "PDA Man" <[email protected]> wrote in article
    > <[email protected]>:
    > >
    > > Carriers will likely spend heavily to keep customers once number portability
    > > kicks in this November.
    > >

    > (snip)
    >
    >
    > It's going to be interesting.
    >
    > Corporate America to benefit from LNP
    > by Dan Meyer
    > Sept. 04, 2003 1:15 PM EST
    >
    > "...corporate America could see a multi-million dollar windfall if
    > carriers are forced to reduce rate plans in an attempt to garner new
    > customers or keep their current subscribers....
    >
    > Most carriers have begun trying to lock up high-value customers to
    > long-term contracts prior to the scheduled Nov. 24 implementation of
    > WLNP, with analysts noting the enterprise market as being the most
    > lucrative..."
    >
    >
    > Complete article at
    > RCR Wireless News
    >
    > http://rcrnews.com/cgi-bin/news.pl?newsId=14946



    Stateside carriers give Corporations 8 to 27% discounts. In England
    where portability has been around a while, 50% discounts are more the
    norm. Maybe We should be buying puts on wireless stocks.



  6. #6
    Not Interested
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    Well I am sure that there are some people who are concerned but it will
    all result in about the same thing. Businesses will still need wireless
    carriers. People will still need to use their cell phone. So if someone
    goes from SPCS to Verizon there will be a more or less even number of
    people churning from one carrier to another.

    I doubt that it will be nearly the "ditch 'em and run" situation that
    everyone thinks.

    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >
    > NEW YORK (CNN/Money) - On Nov. 24, the long-awaited wireless number
    > portability rule kicks in, which will allow cell phone users to keep their
    > numbers when they switch service providers.
    >
    > So if the hassle of letting people know your new number is the only reason
    > you've stuck with your current service, you will soon be in luck. And based
    > on the backlash the wireless industry received after last month's blackout,
    > there may very well be a bunch of customers looking to switch.
    >
    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)
    >
    > Shares of Nextel are up 64 percent this year. AT&T Wireless has surged 56
    > percent. Sprint PCS is up 26.5 percent. And the stocks of several regional
    > wireless carriers, such as Triton PCS and Western Wireless are up sharply
    >
    > Its Going To Get Ugly
    > But wireless number portability has the potential to make an already tough
    > business even more competitive. "This is going to cause a mess next year and
    > into 2005," said Patrick Comack, an analyst with Guzman & Co. "It's going to
    > be an ugly period for a while."
    >
    > Comack said that wireless carriers would likely have higher churn rates,
    > which means more customers dropping service. In addition, many may increase
    > the amount of handset subsidies, i.e. offering prospective subscribers cell
    > phones at discounted prices.
    >
    > And in a recent research note, Wachovia analyst Jennifer Fritzsche noted
    > that the biggest negative associated with wireless number portability is not
    > that carriers will lose a lot of customers but that they will spend a ton to
    > keep them.
    >
    > In other words, if you think wireless companies advertise a lot on
    > television now, you ain't seen nothing yet.
    >
    > And of course, the carriers will likely come up with creative new pricing
    > plans in order to lure customers and hang on to existing ones.
    >
    > Add all that up and you have lower profit margins.
    >
    > "This is going to cause more price wars, minute wars, whatever you want to
    > call it," said Comack. "It's great for consumers but terrible for the
    > wireless companies."
    >
    > For complete article
    > http://money.cnn.com/2003/09/04/tech...stor/lamonica/
    >
    >
    >
    >


    [posted via phonescoop.com - free web access to the alt.cellular groups]



  7. #7
    Not Interested
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    Well I am sure that there are some people who are concerned but it will
    all result in about the same thing. Businesses will still need wireless
    carriers. People will still need to use their cell phone. So if someone
    goes from SPCS to Verizon there will be a more or less even number of
    people churning from one carrier to another.

    I doubt that it will be nearly the "ditch 'em and run" situation that
    everyone thinks.

    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >
    > NEW YORK (CNN/Money) - On Nov. 24, the long-awaited wireless number
    > portability rule kicks in, which will allow cell phone users to keep their
    > numbers when they switch service providers.
    >
    > So if the hassle of letting people know your new number is the only reason
    > you've stuck with your current service, you will soon be in luck. And based
    > on the backlash the wireless industry received after last month's blackout,
    > there may very well be a bunch of customers looking to switch.
    >
    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)
    >
    > Shares of Nextel are up 64 percent this year. AT&T Wireless has surged 56
    > percent. Sprint PCS is up 26.5 percent. And the stocks of several regional
    > wireless carriers, such as Triton PCS and Western Wireless are up sharply
    >
    > Its Going To Get Ugly
    > But wireless number portability has the potential to make an already tough
    > business even more competitive. "This is going to cause a mess next year and
    > into 2005," said Patrick Comack, an analyst with Guzman & Co. "It's going to
    > be an ugly period for a while."
    >
    > Comack said that wireless carriers would likely have higher churn rates,
    > which means more customers dropping service. In addition, many may increase
    > the amount of handset subsidies, i.e. offering prospective subscribers cell
    > phones at discounted prices.
    >
    > And in a recent research note, Wachovia analyst Jennifer Fritzsche noted
    > that the biggest negative associated with wireless number portability is not
    > that carriers will lose a lot of customers but that they will spend a ton to
    > keep them.
    >
    > In other words, if you think wireless companies advertise a lot on
    > television now, you ain't seen nothing yet.
    >
    > And of course, the carriers will likely come up with creative new pricing
    > plans in order to lure customers and hang on to existing ones.
    >
    > Add all that up and you have lower profit margins.
    >
    > "This is going to cause more price wars, minute wars, whatever you want to
    > call it," said Comack. "It's great for consumers but terrible for the
    > wireless companies."
    >
    > For complete article
    > http://money.cnn.com/2003/09/04/tech...stor/lamonica/
    >
    >
    >
    >


    [posted via phonescoop.com - free web access to the alt.cellular groups]



  8. #8
    William Bray
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    Horror stories ranging into billions of dollars have been used by
    providers as proof that the change is dangerous. In all reality what is
    really needed is to increase to capacity of the towers and develop new
    hardware to deflect interfering signals. Most providers do want to
    actually invest in anything that benefits the public. It's not
    profitable- in the short run.


    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >
    > NEW YORK (CNN/Money) - On Nov. 24, the long-awaited wireless number
    > portability rule kicks in, which will allow cell phone users to keep their
    > numbers when they switch service providers.
    >
    > So if the hassle of letting people know your new number is the only reason
    > you've stuck with your current service, you will soon be in luck. And based
    > on the backlash the wireless industry received after last month's blackout,
    > there may very well be a bunch of customers looking to switch.
    >
    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)
    >
    > Shares of Nextel are up 64 percent this year. AT&T Wireless has surged 56
    > percent. Sprint PCS is up 26.5 percent. And the stocks of several regional
    > wireless carriers, such as Triton PCS and Western Wireless are up sharply
    >
    > Its Going To Get Ugly
    > But wireless number portability has the potential to make an already tough
    > business even more competitive. "This is going to cause a mess next year and
    > into 2005," said Patrick Comack, an analyst with Guzman & Co. "It's going to
    > be an ugly period for a while."
    >
    > Comack said that wireless carriers would likely have higher churn rates,
    > which means more customers dropping service. In addition, many may increase
    > the amount of handset subsidies, i.e. offering prospective subscribers cell
    > phones at discounted prices.
    >
    > And in a recent research note, Wachovia analyst Jennifer Fritzsche noted
    > that the biggest negative associated with wireless number portability is not
    > that carriers will lose a lot of customers but that they will spend a ton to
    > keep them.
    >
    > In other words, if you think wireless companies advertise a lot on
    > television now, you ain't seen nothing yet.
    >
    > And of course, the carriers will likely come up with creative new pricing
    > plans in order to lure customers and hang on to existing ones.
    >
    > Add all that up and you have lower profit margins.
    >
    > "This is going to cause more price wars, minute wars, whatever you want to
    > call it," said Comack. "It's great for consumers but terrible for the
    > wireless companies."
    >
    > For complete article
    > http://money.cnn.com/2003/09/04/tech...stor/lamonica/
    >
    >
    >
    >


    [posted via phonescoop.com - free web access to the alt.cellular groups]



  9. #9
    William Bray
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    Horror stories ranging into billions of dollars have been used by
    providers as proof that the change is dangerous. In all reality what is
    really needed is to increase to capacity of the towers and develop new
    hardware to deflect interfering signals. Most providers do want to
    actually invest in anything that benefits the public. It's not
    profitable- in the short run.


    "PDA Man" <[email protected]> wrote in article
    <[email protected]>:
    >
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.
    >
    > NEW YORK (CNN/Money) - On Nov. 24, the long-awaited wireless number
    > portability rule kicks in, which will allow cell phone users to keep their
    > numbers when they switch service providers.
    >
    > So if the hassle of letting people know your new number is the only reason
    > you've stuck with your current service, you will soon be in luck. And based
    > on the backlash the wireless industry received after last month's blackout,
    > there may very well be a bunch of customers looking to switch.
    >
    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)
    >
    > Shares of Nextel are up 64 percent this year. AT&T Wireless has surged 56
    > percent. Sprint PCS is up 26.5 percent. And the stocks of several regional
    > wireless carriers, such as Triton PCS and Western Wireless are up sharply
    >
    > Its Going To Get Ugly
    > But wireless number portability has the potential to make an already tough
    > business even more competitive. "This is going to cause a mess next year and
    > into 2005," said Patrick Comack, an analyst with Guzman & Co. "It's going to
    > be an ugly period for a while."
    >
    > Comack said that wireless carriers would likely have higher churn rates,
    > which means more customers dropping service. In addition, many may increase
    > the amount of handset subsidies, i.e. offering prospective subscribers cell
    > phones at discounted prices.
    >
    > And in a recent research note, Wachovia analyst Jennifer Fritzsche noted
    > that the biggest negative associated with wireless number portability is not
    > that carriers will lose a lot of customers but that they will spend a ton to
    > keep them.
    >
    > In other words, if you think wireless companies advertise a lot on
    > television now, you ain't seen nothing yet.
    >
    > And of course, the carriers will likely come up with creative new pricing
    > plans in order to lure customers and hang on to existing ones.
    >
    > Add all that up and you have lower profit margins.
    >
    > "This is going to cause more price wars, minute wars, whatever you want to
    > call it," said Comack. "It's great for consumers but terrible for the
    > wireless companies."
    >
    > For complete article
    > http://money.cnn.com/2003/09/04/tech...stor/lamonica/
    >
    >
    >
    >


    [posted via phonescoop.com - free web access to the alt.cellular groups]



  10. #10
    Bob Smith
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War


    "Not Interested" <[email protected]> wrote in message
    news:[email protected]
    > Well I am sure that there are some people who are concerned but it will
    > all result in about the same thing. Businesses will still need wireless
    > carriers. People will still need to use their cell phone. So if someone
    > goes from SPCS to Verizon there will be a more or less even number of
    > people churning from one carrier to another.
    >
    > I doubt that it will be nearly the "ditch 'em and run" situation that
    > everyone thinks.


    I don't think so either, however, there will be some wheeling & dealing on
    plans & phones and there will be some movement of customers between
    carriers.

    One thing to watch for in late November through early January are the hold
    times to the respective CS depts. The carriers will be offering their annual
    holiday specials as well.

    In addition, I'm betting that there will be a 200% increase of phones up for
    auction/sale on eBay as well.

    Bob





  11. #11
    Bob Smith
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War


    "Not Interested" <[email protected]> wrote in message
    news:[email protected]
    > Well I am sure that there are some people who are concerned but it will
    > all result in about the same thing. Businesses will still need wireless
    > carriers. People will still need to use their cell phone. So if someone
    > goes from SPCS to Verizon there will be a more or less even number of
    > people churning from one carrier to another.
    >
    > I doubt that it will be nearly the "ditch 'em and run" situation that
    > everyone thinks.


    I don't think so either, however, there will be some wheeling & dealing on
    plans & phones and there will be some movement of customers between
    carriers.

    One thing to watch for in late November through early January are the hold
    times to the respective CS depts. The carriers will be offering their annual
    holiday specials as well.

    In addition, I'm betting that there will be a 200% increase of phones up for
    auction/sale on eBay as well.

    Bob





  12. #12
    Todd Allcock
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    "PDA Man" <[email protected]> wrote in message news:<[email protected]>...
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.


    They already do. That's the hysterical part of all this WNP speculation- there
    already IS a "war" between carriers. Every time someone's contract is up,
    there's a new battle!

    My favorite quote from the article was this:

    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)


    No, they realize it will have very little impact. Sure there will be some
    churn, but the cellular market,despite what the press reports, is not teeming
    with tens of millions of customers holding back from changing carriers because
    they'd have to print new business cards! Sure some customers are waiting,
    but I'd be surprised if it's more than a couple percent of cell phone users.



  13. #13
    Todd Allcock
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    "PDA Man" <[email protected]> wrote in message news:<[email protected]>...
    > Carriers will likely spend heavily to keep customers once number portability
    > kicks in this November.


    They already do. That's the hysterical part of all this WNP speculation- there
    already IS a "war" between carriers. Every time someone's contract is up,
    there's a new battle!

    My favorite quote from the article was this:

    > Curiously, the pending change has not fazed investors. (Maybe they are too
    > busy chatting away on their cell phones to notice.)


    No, they realize it will have very little impact. Sure there will be some
    churn, but the cellular market,despite what the press reports, is not teeming
    with tens of millions of customers holding back from changing carriers because
    they'd have to print new business cards! Sure some customers are waiting,
    but I'd be surprised if it's more than a couple percent of cell phone users.



  14. #14
    Larry W4CSC
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    "In other words, if you think wireless companies advertise a lot on
    television now, you ain't seen nothing yet."

    Argggh! I think he's wearing a flak jacket under that VZW jacket on
    TV. Head shot?

    Just think of how the service would be if they spent the money wasted
    on all the ads and.............


    B O U G H T M O R E I N F R A S T R U C T U R E !!!!!


    Idiots........


    Larry

    Extremely intelligent life must exist in the universe.
    You can tell because they never tried to contact us.



  15. #15
    Larry W4CSC
    Guest

    Re: NEWS: Get Ready for a Wireless Carrier War

    "In other words, if you think wireless companies advertise a lot on
    television now, you ain't seen nothing yet."

    Argggh! I think he's wearing a flak jacket under that VZW jacket on
    TV. Head shot?

    Just think of how the service would be if they spent the money wasted
    on all the ads and.............


    B O U G H T M O R E I N F R A S T R U C T U R E !!!!!


    Idiots........


    Larry

    Extremely intelligent life must exist in the universe.
    You can tell because they never tried to contact us.



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