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  1. #1
    Cellular customers "very likely" or "extremely likely" to switch
    providers within 3 months:

    VZW 3.9%
    SPCS 5.5%
    T-Mobile 6.4%
    Nextel 6.5%
    AT&T W 9.2%
    Cingular 9.4%

    From:

    www.qualcomm.com/IR/ppt/JJ_london111203.pdf

    Looking at slide 18 from Jeff Jacobs' pdf




    See More: Interesting stat from In-Stat/MDR wireless poll




  2. #2
    DSL GURU
    Guest

    Re: Interesting stat from In-Stat/MDR wireless poll

    Very strange he should calculate 5.5% leaving SprintPCS since SprintPCS says it
    lost 8.1% last quarter before WLNP (2.7% monthly churn rate), and

    http://seattlepi.nwsource.com/busine...llphone06.html

    has a Morgan Stanley Analyst saying SprintPCS could lose 37%, but that is an
    annual figure which would be 9.25% for a quarter.

    Time will tell.



  3. #3
    N9WOS
    Guest

    Re: Interesting stat from In-Stat/MDR wireless poll

    > From:
    >
    > www.qualcomm.com/IR/ppt/JJ_london111203.pdf
    >
    > Looking at slide 18 from Jeff Jacobs' pdf
    >


    What is interesting is the fact that the literature is from
    QUALCOMM!!!!!!!!!!!!!!!
    Get my drift...........





  4. #4
    DSL GURU
    Guest

    Re: Interesting stat from In-Stat/MDR wireless poll

    What is interesting is the fact that the literature is from
    QUALCOMM!!!!!!!!!!!!!!!
    ====================
    Agreed it is "interesting". Qualcomm is good at making CDMA chips, perhaps not
    so good at predicting the telecom industry.

    This is the same Qualcomm that even though its stock is now at a 52 week high,
    it is only up to 25% of what it was 3 years ago.

    Where is it written that Qualcomm is infallible on all issues? Even SprintPCS
    can;t predict is churn rate correctly. It also predicted a decrease, but had an
    increase last quarter (part of the reason for its stock price decline).
    Everyone else is expecting churn rates to increase from WLNP, please to explain
    why Qualcomm's man expects churn lower than existing rates?



  5. #5
    Scott Stephenson
    Guest

    Re: Interesting stat from In-Stat/MDR wireless poll

    DSL GURU wrote:

    > Very strange he should calculate 5.5% leaving SprintPCS since SprintPCS
    > says it lost 8.1% last quarter before WLNP (2.7% monthly churn rate), and
    >
    > http://seattlepi.nwsource.com/busine...llphone06.html
    >
    > has a Morgan Stanley Analyst saying SprintPCS could lose 37%, but that is
    > an annual figure which would be 9.25% for a quarter.
    >
    > Time will tell.


    Wow- PCS is second best- Phil's gotta be sweating this one out, because his
    out-of-industry numbers don't match up.



  6. #6
    Steven M. Scharf
    Guest

    Re: Interesting stat from In-Stat/MDR wireless poll

    <[email protected]> wrote in message
    news:[email protected]
    >Cellular customers "very likely" or "extremely likely" to switch
    >providers within 3 months:
    >
    >VZW 3.9%
    >SPCS 5.5%
    >T-Mobile 6.4%
    >Nextel 6.5%
    >AT&T W 9.2%
    >Cingular 9.4%


    This doesn't jive completely with the Morgan Stanley poll of customers that
    will likely change carriers once LNP takes effect::

    AT&T 43%
    Sprint PCS 37%
    T-Mobile 28%
    Cingular 27%
    Nextel 20%
    Verizon 16%

    Also, 34% of the subscribers that switch, will switch to Verizon. They
    didn't list how many would go to each of the other companies.

    So if Qualcomm is trying to push their CDMA agenda with these
    statistics, then Sprint PCS messes them up.

    What is true, is that the reason so many more people are leaving
    the other carriers is the coverage issue, and this issue has been
    aggravated by the TDMA to GSM conversion of AT&T and Cingular,
    while it hasn't affected Verizon, Sprint, or Nextel. If the GSM carriers
    could have delayed LNP for two years or so, then they would have
    enough time to bring the GSM network up closer to the level of Verizon's
    CDMA network. Don't underestimate how many subscribers are damn
    angry about what AT&T and Cingular have done to their coverage with the
    TDMA to GSM conversion.





  7. #7

    Re: Interesting stat from In-Stat/MDR wireless poll

    On Fri, 14 Nov 2003 20:54:01 GMT, "N9WOS"
    <[email protected]> wrote:

    >> From:
    >>
    >> www.qualcomm.com/IR/ppt/JJ_london111203.pdf
    >>
    >> Looking at slide 18 from Jeff Jacobs' pdf
    >>

    >
    >What is interesting is the fact that the literature is from
    >QUALCOMM!!!!!!!!!!!!!!!
    >Get my drift...........
    >


    Qualcomm quoted the research, they didn't do the research.
    Comprende?




  8. #8

    Re: Interesting stat from In-Stat/MDR wireless poll

    On Sat, 15 Nov 2003 10:50:01 GMT, "Steven M. Scharf"
    <[email protected]> wrote:

    ><[email protected]> wrote in message
    >news:[email protected]
    >>Cellular customers "very likely" or "extremely likely" to switch
    >>providers within 3 months:
    >>
    >>VZW 3.9%
    >>SPCS 5.5%
    >>T-Mobile 6.4%
    >>Nextel 6.5%
    >>AT&T W 9.2%
    >>Cingular 9.4%

    >
    >This doesn't jive completely with the Morgan Stanley poll of customers that
    >will likely change carriers once LNP takes effect::
    >
    >AT&T 43%
    >Sprint PCS 37%
    >T-Mobile 28%
    >Cingular 27%
    >Nextel 20%
    >Verizon 16%
    >
    >Also, 34% of the subscribers that switch, will switch to Verizon. They
    >didn't list how many would go to each of the other companies.


    With the exception of Nextel, the churn numbers for 3Q2003 seem to
    bear the In-Stat numbers out.




  9. #9

    Re: Interesting stat from In-Stat/MDR wireless poll

    On Sat, 15 Nov 2003 10:50:01 GMT, "Steven M. Scharf"
    <[email protected]> wrote:

    ><[email protected]> wrote in message
    >news:[email protected]

    If the GSM carriers
    >could have delayed LNP for two years or so, then they would have
    >enough time to bring the GSM network up closer to the level of Verizon's
    >CDMA network.


    Be careful. America's Choice coverage isn't exclusively Verizon's cdma
    network. Vast swaths of America's Choice coverage is actually others'
    networks and all the caveats which that implies.




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