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It was a very bad 3rd quarter for Sprint, but that was expected.

nextel18

Oct 26, 2006, 7:22 AM
Obviously as anticipated Sprint had a horrible quarter and it has showed as they have reported their earnings.

It is as follows;

Churn; 2.4%

Total 3rd quarter net adds; 233,000

That 233,000 consist of;
A negative on the postpaid of 188,000
Positive 216,000 on prepaid (Boost)
177,000 with MVNO
And 28k with affiliates.

ARPU;

Voice= $61 on postpaid; $32.5 on prepaid


Data;

$7.75 overall but CDMA data ARPU is $10.


On the Power Vision network, there are over 1.5 million customers already on the network.


So the focus seems to be for the quarter is Boost and with Power Vision.

There are key developments that are going to becoming out now and into the future;

New devices, enhance network, enhance Pow...
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bigdaddyjay

Oct 26, 2006, 8:51 AM
Gonna gonna gonna, that is what Sprint keeps saying but face the facts, Voice pays the bills at the end of the day. Data is very profitable but at 10% it isn't doing much to pay the cost of Wi-Max and EV-DO Rev A.
The sad fact is that Alltel and U.S. Cellular will likely add more postpaid numbers and I can't see T-Mobile or Verizon not capitalizing on Sprints downfall. These numbers are horrible, maybe it's the lame commercials and marketing, or the money being thrown into high end Data that isn't paying the bills.
Sprint had better hope for a miracle because they are proving that merging with a non compatible network is dangerous business.
POWER UP!!
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nextel18

Oct 26, 2006, 4:25 PM
Well, at least they are gaining traction with the customers but seem to be not closing. I would rather have them do a good job with postpaid on the voice side, but a great side on the data side, because as well know data will be the future while voice wont.

Also postpaid is doing well especially with industry leading voice and data ARPU, al though it is at lower margins than the postpaid.

Everyone knew that this will be a bad quarter and will continue for the foreseeable future.
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Cellenator

Oct 26, 2006, 4:38 PM
nextel18 said:
Well, at least they are gaining traction with the customers but seem to be not closing. I would rather have them do a good job with postpaid on the voice side, but a great side on the data side, because as well know data will be the future while voice wont.

Also postpaid is doing well especially with industry leading voice and data ARPU, al though it is at lower margins than the postpaid.

Everyone knew that this will be a bad quarter and will continue for the foreseeable future.



OMG!!!!!!!!!! 🤣 Are you really trying to put a positive spin on this, LOL you're hysterical
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nextel18

Oct 26, 2006, 4:45 PM
Well, there are positive things about the numbers and report but there are obviously negative ones.
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Anxiovert

Oct 26, 2006, 8:11 PM
nextel18 said:
Well, there are positive things about the numbers and report but there are obviously negative ones.


Like....?

If there's anything positive about this is that I've had the laughter of the year after seeing these results.
Sorry, nextel18 but the negative stuff over-out-weights the positive stuff (that you see)
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nextel18

Oct 27, 2006, 8:39 AM
I never said that the negative things outweigh the positives, which obviously aren’t the case, but there are positive things with the report and other data.

Example; (Positives)

Boost continues to do well yet all of the capacity constraints. Power Vision hits 1.5 million and it is only 1 quarter away from its anniversary and it is only with REV O. The cable joint venture is coming. Wimax announcement. REV A upgrades. Hybrid phones- 4 million of them in distribution channels in midyear or so of 07. New phones coming out next month. Improving the networks on both CDMA and IDEN but aligning the networks to look identical. Still very strong on both voice and ARPU front with both postpaid and prepaid.
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bigdaddyjay

Oct 27, 2006, 9:04 AM
Yup, boost is rockin and bringin churn results over 6%. How can you be happy about Boost adds when they have such a high churn rate and no guarantee of longevity???
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lefteyeiu2006

Oct 27, 2006, 6:11 PM
bigdaddyjay said:
Yup, boost is rockin and bringin churn results over 6%. How can you be happy about Boost adds when they have such a high churn rate and no guarantee of longevity???


Not to Mention that Boost is putting a huge burden on the tight iDEN network. I am afraid that Sprint is sinking like AT&T Wirless did. Unless the CEO makes some right decisions, they could run the company into the ground in the same way that Zeglis ran ATTWS into the ground.
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krickt

Nov 1, 2006, 2:14 PM
I still personally believe that there is something to the fact that everyone in wireless is growing and making money except for two big companies. Sprint and RadioShack. There has to be a reason they are tied together like they are, or at least maybe that's part of the reason they are both floundering right now. Just an odd thought that crosses my brain from time to time.
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vzw-csr21

Oct 26, 2006, 9:09 PM
how can you say that data will be the future, while voice wont????? 😕 while I do belive that data will play a big part all in all voice pays the bills . customers are still going to trust a proven track record over dismal decisions made sprint nextel. imo, i actually think they are focusing to heavily on data and not enough on voice, which shows true with these #s. It will be interesting to see what 2007 brings for the company we can only sit back and watch.
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nextel18

Oct 27, 2006, 8:24 AM
Well the interesting thing is that Sprint is bringing in customers to sign up for their data but for some reason not signing up for their voice as much as they hoped for which is somewhat interesting and somewhat problematic. I think perhaps customers might be confused or will just use a lets say Verizon for their voice and with Sprint for their data.

As voice, starts to diminish on the prepaid side that means the companies need to increase their prepaid exposure by improving those metrics on voice and data APRU as well as postpaid data ARPU. Everyone knows this market for voice is becoming saturated shortly so if you are a data company you should do very well in the future. Check out the situation with the cable companies and telephone ...
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trevor83

Nov 6, 2006, 1:07 PM
Why do you say that they are signing up for data on Sprint but not voice? How can you track that? Couldn't high data ARPU indicate that a large portion of Sprint's voice customers are data users?

And could you give me information about the cable partnership? What is the reasoning for the partnership and where do they plan to go with this. I have not read anything about it and am limited in my access of information here at work.
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nextel18

Nov 7, 2006, 7:52 AM
The reason why I say that many customers are signing up more for data than for voice, not counting prepaid, is because you can just tell by the gross and net ads with both voice and data on each the platforms. (I also have internal information that states that.)

In addition, there have been negatives in the legacy platforms (mainly the IDEN network- the CDMA network has been doing good but still there are declines), although there have been high gross ads; the net ads have not been there to support those numbers. Thus; the bad quarters.


The cable partnership? Sure. This includes; Comcast, Cox communications, Time Warner, and Advance Communications. They will join Sprint to offer advanced services on the EV-DO network with options...
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bigdaddyjay

Oct 27, 2006, 8:05 AM
Nextel18- I think that Andy Seybold (Wireless4mobility) would call you a naive moron. The primary goal of a cell phone is to place and receive calls and voice will continue to bring in 80-90% of revenue for the near future.
Sprint has always tried to be first to market, first to carry the new technology, etc. Look where this has gotten Sprint, people are leaving them!!! Last but not least you continue to spew crap about Q-Chat, newsflash Nextel18-walkie talkie services are where Sprintel is loosing a majority of postpaid!! Maybe your beloved entity should focus on call clarity, lowering dropped calls and building it's network out, not investing in more walkie talkie technology, EVDO-REV/A, Wi Max, and what ever other flavor of the y...
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nextel18

Oct 27, 2006, 8:11 AM
There are obviously many reasons why customers are leaving Sprint or anyone else and it has to deal with some disconnect between signing them up and closing them, because they are obviously bringing in customers into the door but cant close. Take a look at their data Power Vision and Boost Mobile- not bad growth drivers. As I said before going into the future i.e. 5-15 years, I would rather have data and prepaid than postpaid especially since metrics and data has been suggesting and showing that voice will slow and data will need to offset those losses.
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bigdaddyjay

Oct 27, 2006, 8:20 AM
Right and having prepaid churn numbers over 6% is a great way to run a profititable business instead of sub 2% postpaid churn like the top two in the business.
Until there is a 60-70% data take rate Voice will rule the roost. It is a cell phone, a device used to make calls, smart companies keep the customer with good credit and great pay history and know they will have revenue comming in. Having a reliance on MVNO and Pre Pay is like gambling in Vegas and Sprint isn't the house so the odds are stacking against them.
When will you learn Nextel18, VOICE pays the bills now and will for some time to come. Verizon, Cingy and T-Mobile see it why doesn't Sprint????
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nextel18

Oct 27, 2006, 8:29 AM
Sprint’s prepaid pay the highest in both data and voice ARPU and especially with the business model at hand if at least they aren’t getting people to sign onto the voice they are still gaining on the prepaid side so they are seeing some customers. (Obviously at 50% lesser on the revenue but still customers are customers.)

Verizon only has one thing going which is Voice. Cingular has a few things going for them with data and voice. T-mobile has a few things going with are prepaid and voice. So Sprint just focuses on prepaid and data? So what.

As I said 100 times, going into the future I would rather have prepaid and data than postpaid voice.

Watch data arpu and watch voice arpu.
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bigdaddyjay

Oct 27, 2006, 9:02 AM
Watch prepay and MVNO, they are the Titanic of a good business model.
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Proof

Oct 29, 2006, 4:46 PM
"As I said 100 times, going into the future I would rather have prepaid and data than postpaid voice."

I wouldn't expect 50-60 million people to walk around with Boost and EVDO cards at the same time.

Prepaid is a nice way to add extra revenue into the mix, and will be in the future. However, you can't really build much on top of it.

Ideally, postpaid voice and data complement each other. As voice revenue goes down in time, data revenue needs to pick up the slack. Any company that becomes a leader in both categories will dominate companies that can only succeed at one of the two.

"Watch data arpu and watch voice arpu."

Watch the expenses for each too.
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nextel18

Oct 31, 2006, 9:45 AM
You never know though. Prepaid and data are getting hotter than ever and will continue to get expand as new markets and products are penetrated and being developed.

You need to spend to improve- that is the whole point of trying to make that ROIC and other metrics to be at a specific target before entering that market.
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lefteyeiu2006

Oct 27, 2006, 6:08 PM
Sprint is now the only major stand-alone wireless company. The big problem with this quarter is that Boost had the most increase in customers. Thier shrunken iDEN network will not be able to handle all of the new customers, which Sprint knows this that's why they are trying to stop Boost from growing, but Boost is too popular. Sprint is in its final years I think. I would not be suprised if Alltel grew to the point of buying them out.

Alltel's native netowrk is larger than Sprint's native network.

In the end we will only have Verizon and AT&T (formely Cingular).
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the_eraser

Oct 27, 2006, 7:11 PM
lefteyeiu2006 said:
... and AT&T (formely Cingular).



HEY! 😡
😡 😡

Not yet! 😡
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acdc1a

Oct 26, 2006, 8:56 AM
Sprint could stop the bleeding in a few ways. These are some of my suggestions.

- Blaze a trail with rate plans. Matching what the other guys are doing and adding 7pm nights and weekends is not enough. Bring the price points down by $5 or better yet, toss in a couple of hundred extra minutes to make yourself stand out.

- You have the best data network available. Start shouting louder about it.

- Treat your customers like human beings, not crap on the bottom of your shoe. No other major carriers charge you $3 to protect your phone against manufacturer's defect or deal with the manufacturer yourself. THAT'S PISS POOR BUSINESS AND CUSTOMER SERVICE!!!!

- Give your existing customers better deals on phones. They are your best...
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WhoDey

Oct 26, 2006, 3:45 PM
acdc1a said:
Sprint could stop the bleeding in a few ways. These are some of my suggestions.

- You have the best data network available. Start shouting louder about it.

- Give your existing customers better deals on phones. They are your best form of marketing. Why re-set their eligibility for an upgrade just because they warranty exchanged a phone?


Re: Data
They ARE shouting about it, and everyone here biatches up a storm.
Classic case of "Damned if you do..."

Re: Eligibility
It no longer does affect the eligibility. Reference the many posts on here from early sept. I believe. The rebates are reset now when you BUY a new phone WITH rebate
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acdc1a

Oct 27, 2006, 7:54 AM
So let's see. Got my phone in June because of a warranty issue. Now it says I must wait until June 2008 for a full $150 off. Try to get it changed with customer care, can't do it. Try to get it changed at the store, can't do it. I don't care if the rule changed in September, if it doesn't apply to me I can still be irritated about it. 👿

As to the screaming comment, compare the number of Verizon commercials to the number of Sprint commercials in prime time television. Now compare the ads in the Sunday newspaper. I don't know how you can even think that they are screaming loud enough about it.
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WhoDey

Oct 27, 2006, 9:45 AM
Yea, the thing that blows right now is they havent made the change retro-active.
But still, the point must be made that the policy HAS changed now, just because it doesnt affect your specific situation isnt a reason to leave it off of the forums for general consumption.

Re: other point
They have focused SO much on data, and people bitch. They say "Voice pays the bills, focus on voice".. then you say they dont focus on data enough.
Like I said.. damned if you do, damned if you dont.

People wont be happy with Sprint (or verizon, or alltell, or tmob, or cingular) unless they're doing what THEY want the company to do.
The cellular industry has some of the most spoiled bratty customers ive ever encountered in my life. You could be a cu...
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acdc1a

Oct 27, 2006, 9:59 AM
I agree about those customers. No one is happy with their carrier. The grass is always greener until they get there and realize it's not worth the hype. I'll put up with a lot of bad customer service in exchange for a good voice/data network. In the 2+ years or so I've had Sprint, I can count on one hand the number of dropped calls that I've had.

I still want to go back to the voice plans as no one has really commented on them. You can't simply take Cingular and Verizon's plans and throw 7pm nights and weekends on them. One thing you can learn from T-Mobile's success is that people buy based minutes.

T-mo:
$39.99 600 anytime, unlimited n&w starting at 9

Sprint:
$39.99 450 anytime, unlimited n&w starting at 7

People don't ...
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ArmySF

Oct 26, 2006, 9:22 AM
🤣 🤣 They did it to themselves to bad Sprint could have been a good company, piss poor CS and not concentrating on VOICE has destroyed them.
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RUFF1415

Oct 26, 2006, 3:12 PM
Nextel18, how can you honestly say that Cingular acquiring AT&T Wireless was a bad move when your own company is failing so miserably?! The Sprint-Nextel merger was the worst business move in the history of men...I think we all can agree.
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mauda04

Oct 30, 2006, 3:08 PM
Speak for yourself.
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RUFF1415

Oct 30, 2006, 3:15 PM
Uh...I am speaking for myself.

Did you not notice the use of "I" in the title of the thread?
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kiwietnies

Oct 30, 2006, 8:34 PM
And you used the word we at the end. Go study a business class or two and reply intellegently. Its all about data in the future, voice calls in wireless are going to go VOIP just like they are right now in wireline. Data networks would provide the holy grail of wireless : Nationwide unlimited talk time. Wake up and stop knocking on new technology.
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RUFF1415

Oct 30, 2006, 8:59 PM
Perhaps you should brush up on your reading comprehension skills. Go back through this thread and tell me where I ever knocked new technology.

I knocked Sprint for their pathetic business tactics. Spending $50 billion on a demi-regional carrier with few assets and a far from complimentary (and incompatible) network was an extremely foolish move. It doesn't take a business class to understand that.

I have said this would turn out ugly for Sprint since before the merge, and there has been every indication that I was right. When the third largest wireless carrier in the nation starts bleeding customers, there is undoubtedly something seriously wrong.

Data, prepaid, nothing is going to save Sprint if they don't get their act together an...
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kiwietnies

Oct 30, 2006, 10:00 PM
You're ignoring every part of Nextel's post that's positive. Sprint is on track for their goal of being a data oriented company. The technology was named in the first post and by focusing only on one aspect of Sprint's business plan you're making very generic statements about a company's performance.
Duh, everyone already knows that prepaid isn't all that profitable, stop repeating yourself, it just sounds silly. But data on the other hand is very profitable because the infastructure is already there. As Sprint's data profits increase (as they have been) the whole company profits. Stop arguing about voice, that's only a part of the business plan.
As for reading comprehension, shutup.
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RUFF1415

Oct 30, 2006, 10:12 PM
I'm not ignoring any part of Nextel's post, because I don't have to. There is one single "positive" thing about this entire situation. And truthfully, it's not even a positive if Sprint is losing customers.

The sad fact is that Sprint (and Nextel18 himself) are making excuses and emphasizing "data is the future" because that's the only thing they have to bank on. In all reality, voice is going to pay the bills for decades to come. Wimax isn't even going to be a plausible and realistic choice for at least four more years. The only reason Sprint is gunning for a test network by 2008 is because they FCC is requiring them by law to deploy services in the MMS spectrum that they acquired through Nextel. No company is going to depl...
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stevelvl

Oct 30, 2006, 10:56 PM
You are asking why sprint just spent 50 billion on a company like nextel?

Sprint got a heck of a deal. They are over a year ahead of the competition. After the acquisition of Nextel sprint had enough 4g spectrum for a nation wide network. Sprint will have a 4g network nation wide before any other carrier even installs one 4g antenna.

In addition to that Nextel had huge amounts of 1900 mhz spectrum. And exclusive rights to qchat to boot. Qchat is the only commercially viable ptt solution next to iden.

How many billions did tmob, cingular and verizon spend on spectrum in this last action? If you add all three of them up the total 4g spectrum might equal that of sprint. Sprint is transitioning its self to a data only provider. As the...
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RUFF1415

Oct 31, 2006, 5:13 AM
A company can announce all they want. But what does that get you if they can't execute?

As far as deploying a nationwide 4G network before another company even deploys one 4G antenna...I doubt it. The only reason that Sprint is in such a rush to deploy Wimax test markets is because they are obligated by the FCC to do so by 2008. It was part of the agreement they made to acquire Nextel.

If you aren't aware, Cingular is on a one track road to 4G as well. HSDPA is a 3.5G technology, requiring only a few software upgrades to achieve speeds in the 7.2 Mbit/s per second range. After that, HSUPA software upgrades can boost upload speeds to near parity with download speeds, and MIMO technology will triple and quadruple the speeds that HSDPA/HS...
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stevelvl

Oct 31, 2006, 9:46 PM
I see that you have limited all of your hsdpa research to cingular publications. The truth is that in every real world environment it has been deployed in thus far; Korea Japan, and Europe, the results have been less the stellar. While in the lab hsdpa is fast real world puts its performance roughly equal to that of evdo rev a. quote me all the estimates you want but until it is deployed it is nothing more then over inflated speculation.

By the way I love how you call hspda a 3.5g technology. It just goes to show how they try to hide what it really is, a 2 bit attempt to catch up to the rest of the wireless industry in north America. Lets see cingular just spent how many billions retro fitting there old tdma network with GSM? And they ju...
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RUFF1415

Oct 31, 2006, 10:55 PM
What Cingular publications have I limited myself to? As a matter of fact, I didn't refer to a single Cingular publication for any of that information.

You love how I call HSDPA 3.5G? I didn't dub HSDPA 3.5G, but that is what it is considered. Do me a favor and type "3.5G HSDPA" into Google search and see the results. The fact is that HSDPA is a 3.5G technology because it upgrades UMTS (the 3G technology) to speeds much faster than competing 3G technologies and much closer to 4G speeds. EDGE is considered to be a 2.5G technology in the same manner. It upgrades 2G GPRS speeds to those much closer to 3G.

Anyway, upgrading to GSM/HSDPA has not been a foolish business move in the slightest for Cingular. GSM technology g...
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ygbhen

Oct 31, 2006, 10:57 PM
It is deployed and working great here in Houston. HSDPA also is 3.5 gen the same way EVDO Rev A is. I think you might just be a little sore b/c of Sprint's recent performance. If I was a Sprint fanboy, I would be too. Some of you always jump in the VZ forum and tout data this, data that, we are better this, we are better that, when you are not s***. What you are is "bootleg" and no one wants to buy products from you. But on a lighter note, here's something for you to laugh at, "Please hold while we locate the Sprint subscriber".

LMAO 🤣
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bulldude

Oct 26, 2006, 3:13 PM
Ouch. Another rub (not that I relish seeing Sprextel having issues, even though I work for a rival) is that their best two numbers don't have much synergy. Data ARPU is based on postpaid users, not on Boost users. So they are advancing with Boost and with high end data stuff but don't seem to be able to get the two to build on each other. I dunno. Sprextel is huge and well funded. I don't expect them to go the same way as AT&T, especially as their aren't any parties interested in buying them, maybe Vodafone, but definately nobody domestically. I think they will get their stuff together eventually, but how far back will they slide? The market is supposed to be saturating sometime in the next few years and Cingy & VZW are showing no si...
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Rwdiscount

Oct 30, 2006, 10:17 PM
There real problem is their customer service. I have a corporate account with nextel.My contract ended on Oct 26th. I called to switch to sprint, I wanted to add 2 blackberry's and port my one voice line.I spoke with 4 different people on 2 different nights before i finally got the process started .After 1 hour on the phone I was advised it would take a bit longer and they would call me back when they were done this was at 11:30 Thurs night. I received a call Friday at 4:45 pm to tell me they could not honor the deal we had made the night before.They told me someone would call me back to rectify. I called today no one could tell me anything only that my port was in process, not my device order or anything else.Stopped the port process and ca...
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bigdogyj

Oct 26, 2006, 4:00 PM
If it was so bad why is stock price up today?

Am I incorrect in the fact that Sprint showed a good profit?
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crxtreme89

Oct 27, 2006, 1:25 PM
Sprint sales are up in my stores. Nextel, down like usual.
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nextel18

Oct 27, 2006, 2:16 PM
Yep; That will continue. (Cept with Boost)
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lefteyeiu2006

Oct 27, 2006, 6:18 PM
Don't forget that they have that ugly yellow color now.
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BadMon

Oct 29, 2006, 5:36 AM
🤣 🤣 🤣 🤣 🤣 🤣 🤣
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Proof

Oct 29, 2006, 4:29 PM
Look, it doesn't matter if the company loses 10 or 15 million subscribers in the next couple years... THEY HAVE PREPAID AND DATA!
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nextel18

Oct 31, 2006, 9:46 AM
you forgot data. 🙂
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dca

Oct 30, 2006, 11:44 AM
Lots of negatives going for them, the SPCS buying Nextel dealie, all the necessary (depending on who you ask) buy-outs a la Ubiquetel, IPCS, Partners, etc, and the splitting wireline unit... Heck, at this point it would make more sense of Embarq to step in and make an all stock purchase... lol....
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lefteyeiu2006

Oct 30, 2006, 1:00 PM
Sprint should have merged with Alltel and or U.S. Cellular instead of Nextel. The network incompatibility is going to be be Sprint's biggest problem of all.
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macuser09

Nov 5, 2006, 9:51 PM
Sprint should still merge/buy USCC or Alltel.
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ATT Wireless

Nov 10, 2006, 9:15 PM
I think Sprint acquiring Alltel would be good, but you know, Alltel may actually be the one to buy out Sprint in the future...
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nextel18

Nov 11, 2006, 9:51 AM
As I said in the other forum, Alltel cannot afford Sprint.
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ATT Wireless

Nov 11, 2006, 11:12 AM
Good point. Well, if Alltel wanted Sprint, they would probably have to snatch up U.S. Cellular, Cricket, Metro PCS and other CDMA carriers first.
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nextel18

Nov 11, 2006, 11:18 AM
Alltel could not afford Sprint, but yea they could afford those companies you just mentioned.
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