VERIZON's ARPU will continue to drop.....
No matter how many adds they get
Theres a prediction for ya.......I know the ivory tower guys must be burning the midnight oil......memos anyone?
Theres a prediction for ya.......I know the ivory tower guys must be burning the midnight oil......memos anyone?
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i dont think their arpu will go down that much, becuase they do have VCAST as well as DO, which people are getting. so that should increase arpu, but not by much.
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If Verizon's ARPU drops then it means they are a good value, doesn't it? You anti-Verizon people can't have it both ways. Either Verizon is too expensive OR they have a low ARPU. It can't be both. Which one is it, Froggy?
I remember selling computers ten years ago for $2500.00. Now they have way more features and cost about $1000.00 for a good one. Are we going to post on computer forums that the computer pricing has dropped and rip on the manufacturers? No we just enjoy the change.
You, my friend may have some understanding of the wireless industry but you don't have enough to discuss it intelligently. You yourself have confessed to being an anti-Verizon warrior rather than a pro- anything person. Your message is no message. Before you ...
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I remember selling computers ten years ago for $2500.00. Now they have way more features and cost about $1000.00 for a good one. Are we going to post on computer forums that the computer pricing has dropped and rip on the manufacturers? No we just enjoy the change.
You, my friend may have some understanding of the wireless industry but you don't have enough to discuss it intelligently. You yourself have confessed to being an anti-Verizon warrior rather than a pro- anything person. Your message is no message. Before you ...
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SPCSVZWJeff said:...
If Verizon's ARPU drops then it means they are a good value, doesn't it? You anti-Verizon people can't have it both ways. Either Verizon is too expensive OR they have a low ARPU. It can't be both. Which one is it, Froggy?
I remember selling computers ten years ago for $2500.00. Now they have way more features and cost about $1000.00 for a good one. Are we going to post on computer forums that the computer pricing has dropped and rip on the manufacturers? No we just enjoy the change.
You, my friend may have some understanding of the wireless industry but you don't have enough to discuss it intelligently. You yourself have confessed to being an anti-Verizon warrior rather than a pro- anything person. Y
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As one who did port-in ATTWS customers it was a mass exodus. Cingular will have the same problems because their corporate culture in many ways is identical to ATTWS. They view their customers as idiots. They are hung up on themselves when the reality is without the deep pockets of SBC they would be a smaller company than T-Mobile. If you want to talk arrogance let's talk about the Cingular devotees who post on this forum.
When Cingular has a churn rate below 1.5% we will then consider them a customer service based company because their customers will vote with their dollars. All I can see is hypocrisy when it's a good value for the customer for Cingular's ARPU to drop but the beginning of the end when Verizon's does the same.
When Cingular has a churn rate below 1.5% we will then consider them a customer service based company because their customers will vote with their dollars. All I can see is hypocrisy when it's a good value for the customer for Cingular's ARPU to drop but the beginning of the end when Verizon's does the same.
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I see a lot of enterprise migrations from ATT to Verizon (or maybe even back to Nextel). Mainly because when Cingular first formed, it's marketing looked (I say looked) like it was gearing towards a younger crowd or market. That whole individuality thing. Businesses love that. Kind of like a law firm having a corp account with Virgin mobile.
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kingfrog77 said:...SPCSVZWJeff said:
If Verizon's ARPU drops then it means they are a good value, doesn't it? You anti-Verizon people can't have it both ways. Either Verizon is too expensive OR they have a low ARPU. It can't be both. Which one is it, Froggy?
I remember selling computers ten years ago for $2500.00. Now they have way more features and cost about $1000.00 for a good one. Are we going to post on computer forums that the computer pricing has dropped and rip on the manufacturers? No we just enjoy the change.
You, my friend may have some understanding of the wireless industry but you don't have enough to discuss it intelligently. You yourself have confessed to being an anti-Verizon warrior
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.Psst. GM and IBM are doing just fine. I don't know where you get "Verizon's going out of business!" from one quarter of losing to Cingular in the subs race. And it's not nice to call Jeff a "little man". He's dead on in regards to you.
GM is doing fine? You need to read some more...GM lost nearly 50% of its value in the past 6 months. The car company is struggling big time.
IBM is but a figment of what it once was.....hardly the IBM of the 80's and 90's.
I know you guys drive looking through the rear view mirror...but now you have blinders on as well........My predictions are and will come to pass. History is a cruel mistress , especially when ignored. You need to study business a bit more before you make ...
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GM is doing fine? You need to read some more...GM lost nearly 50% of its value in the past 6 months. The car company is struggling big time.
IBM is but a figment of what it once was.....hardly the IBM of the 80's and 90's.
I know you guys drive looking through the rear view mirror...but now you have blinders on as well........My predictions are and will come to pass. History is a cruel mistress , especially when ignored. You need to study business a bit more before you make ...
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I agree, Cingular just overlayed their network with GSM and now dealing with a merger along with upgrading to 3G. Once the kinks are completely worked out, it will be great. Isn't that what we all want, the best possible service we can get for our money no matter who the carrier is.
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king, he thinks GM is doing fine? haha thats funny. its like saying the airline industry is doing great.
GM has over 250 billion dollars of debt and they already are claiming a 1.50 per share LOSS vs a 0.00 even for this quarter. how great huh? oh yea, plus those bonds that they have might go to junk and then lower. ie chapter 11. very good company huh?
haha riiight.
GM has over 250 billion dollars of debt and they already are claiming a 1.50 per share LOSS vs a 0.00 even for this quarter. how great huh? oh yea, plus those bonds that they have might go to junk and then lower. ie chapter 11. very good company huh?
haha riiight.
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nextel18 said:
king, he thinks GM is doing fine? haha thats funny. its like saying the airline industry is doing great.
GM has over 250 billion dollars of debt and they already are claiming a 1.50 per share LOSS vs a 0.00 even for this quarter. how great huh? oh yea, plus those bonds that they have might go to junk and then lower. ie chapter 11. very good company huh?
haha riiight.
when these guys start talking market, I gotta respond. That was an unbelievable show of ignorance. The markets I do know.
As I mentioned before Verizon made me money when I shorted the stock last July after visiting a few stores and listening to the sales reps. Research is key. Its more then balance sheets and cash fl...
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yea. you cant teach that. its ok..
whats your market value price for att wireless?
mine is as such; 21 million subscribers= about $1 billion dollars. $15 billion dollars worth of spectrum (according to their 10k). and $7.5 billion dollars for towers. (25k times 300k dollars per site)
my book value is $23-$25 billion dollars for att wireless.
great job vodaphone for bidding it up to $41 billion.
they been having a lot of complaints for 2004 and a little outage in mass, connect, and new york state. shame on them. i think they will pay heavily for this merger and wont recoup the $41 billion dollars in 20+ years which is a long time for this industry.
whats your take?
whats your market value price for att wireless?
mine is as such; 21 million subscribers= about $1 billion dollars. $15 billion dollars worth of spectrum (according to their 10k). and $7.5 billion dollars for towers. (25k times 300k dollars per site)
my book value is $23-$25 billion dollars for att wireless.
great job vodaphone for bidding it up to $41 billion.
they been having a lot of complaints for 2004 and a little outage in mass, connect, and new york state. shame on them. i think they will pay heavily for this merger and wont recoup the $41 billion dollars in 20+ years which is a long time for this industry.
whats your take?
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nextel18 said:
yea. you cant teach that. its ok..
whats your market value price for att wireless?
mine is as such; 21 million subscribers= about $1 billion dollars. $15 billion dollars worth of spectrum (according to their 10k). and $7.5 billion dollars for towers. (25k times 300k dollars per site)
my book value is $23-$25 billion dollars for att wireless.
great job vodaphone for bidding it up to $41 billion.
they been having a lot of complaints for 2004 and a little outage in mass, connect, and new york state. shame on them. i think they will pay heavily for this merger and wont recoup the $41 billion dollars in 20+ years which is a long time for this industry.
whats your take?
first ...
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thanks for the analysis. but just tell me whats your fair value for att wireless. you know how many subs they have= 21 million. spectrum= 15 billion dollars. towers= 25,000 towers.
by the way you keep forgetting to add bell south to the picture.
for disclosure purposes i own voda, verizon, sbc, bls, and used to own awe becuase of the control premium i got 🙂.
but just guesstimate.
by the way you keep forgetting to add bell south to the picture.
for disclosure purposes i own voda, verizon, sbc, bls, and used to own awe becuase of the control premium i got 🙂.
but just guesstimate.
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IM sorry Nextel but I did not get into the SBC deal that deeply since I have no interest in that company right now. Too much left to chance until a few quarters go by.
I was waiting to see the full year's results before making a decision. I mostly look for overvalued or troubled companies going down in market value. I see SBC as looking good the next few years. But that depends on a lot of unknowns right now..that why the dividend is pretty healthy.
I was waiting to see the full year's results before making a decision. I mostly look for overvalued or troubled companies going down in market value. I see SBC as looking good the next few years. But that depends on a lot of unknowns right now..that why the dividend is pretty healthy.
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very true. we obviously know that the landline business is slowly but surely decreasing. i think sbc and bell south are going to fight it out to get attwireless/cingular becuase its obviously all about the wireless division.
i got sbc and bell south for the dividends too.
i got sbc and bell south for the dividends too.
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kingfrog77 said:Well, at least now you've given us an inkling of what it is you do. Do me a favor (even thought I'm not owed a favor by you) and contact me through my private message feature if you would. I'm interested in why you have such a vehement disdain...
IM sorry Nextel but I did not get into the SBC deal that deeply since I have no interest in that company right now. Too much left to chance until a few quarters go by.
I was waiting to see the full year's results before making a decision. I mostly look for overvalued or troubled companies going down in market value. I see SBC as looking good the next few years. But that depends on a lot of unknowns right now..that why the dividend is pretty healthy.
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kingfrog77 said:Psst. GM and IBM are doing just fine. I don't know where you get "Verizon's going out of business!" from one quarter of losing to Cingular in the subs race. And it's not nice to call Jeff a "little man". He's dead on in regards to you.
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GM is doing fine? You need to read some more...GM lost nearly 50% of its value in the past 6 months. The car company is struggling big time.
IBM is but a figment of what it once was.....hardly the IBM of the 80's and 90's.
I know you guys drive looking through the rear view mirror...but now you have blinders on as well........My predictions are and will come to pass. History is a cruel mistress , especially when ignored. You need to study...
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I would love Verizon to go to $0 dollars per share yes....for personal financial reasons. But thats not going to happen...I shorted at 40...sure I would love to see $0.......I'll take $6 though. I think the stock price will fall to $30 or less as the ARPU falls and Cingular continues to show strength....IF not I'll cover and take $4 profit.
I think your concern about all those Verizon employees is misguided. If the market is there the customers will transfer to another carrier and that carrier will need to hire the employees to service VErizons old market....Not much of a financial impact nationally....Now if GM goes under that will ripple through the economy a bit becasue of all the ancillary business that will fold.
Verizon is but a...
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I think your concern about all those Verizon employees is misguided. If the market is there the customers will transfer to another carrier and that carrier will need to hire the employees to service VErizons old market....Not much of a financial impact nationally....Now if GM goes under that will ripple through the economy a bit becasue of all the ancillary business that will fold.
Verizon is but a...
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kingfrog77 said:
I think the stock price will fall to $30 or less as the ARPU falls and Cingular continues to show strength....
Cingy "continuing to show strength"? How? By showing a huge loss last quarter and having their ARPU drop by nearly 6 percent?? 😳
Hey, if you're gonna wave your arms around like a doof and scream some failed FUD about Verizon's ARPU dropping 2 percent, you gotta acknowledge that the knife cuts both ways. Or maybe you can't. That's ok, I just did it for you. 😉
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BetterThanJake said:You know what I'm actually thinking, Jake? That he was fired by Verizon. Why hate them so much? Why the vested interest?kingfrog77 said:
I think the stock price will fall to $30 or less as the ARPU falls and Cingular continues to show strength....
Cingy "continuing to show strength"? How? By showing a huge loss last quarter and having their ARPU drop by nearly 6 percent?? 😳
Hey, if you're gonna wave your arms around like a doof and scream some failed FUD about Verizon's ARPU dropping 2 percent, you gotta acknowledge that the knife cuts both ways. Or maybe you can't. That's ok, I just did it for you. 😉
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You know what I'm actually thinking, Jake? That he was fired by Verizon. Why hate them so much? Why the vested interest?
WHY? Because I an VESTED. I have a financial interest in the reversal of Verizon fortunes. So far its paid off handsomely..Thats why.
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kingfrog77 said:You have a vested interest in the reversal of Verizon's fortunes? Anything for a buck right? Even at the expense of people's livelihoods. You friggin' suck.You know what I'm actually thinking, Jake? That he was fired by Verizon. Why hate them so much? Why the vested interest?
WHY? Because I an VESTED. I have a financial interest in the reversal of Verizon fortunes. So far its paid off handsomely..Thats why.
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Would you rather live in a socialistic society?
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
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kingfrog77 said:What the hell are you talking about? "Capitalizing on our mistakes"? I don't even understand where you're going with this. I don't work for Veriz...
Would you rather live in a socialistic society?
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
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muchdrama said:...kingfrog77 said:What the hell are you talking about? "Capitalizing on our mistakes"? I don't even understand where you're goi
Would you rather live in a socialistic society?
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
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kingfrog77 said:...muchdrama said:kingfrog77 said:What the hell are you talking about? "Capitalizing on our mistakes"? I d
Would you rather live in a socialistic society?
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
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muchdrama said:...kingfrog77 said:muchdrama said:kingfrog77 said:What the hell are you talking about?
Would you rather live in a socialistic society?
Yes I vested in the reversal of Verizon, Xerox, GM, and a host of internet companies a couple years ago. Don't worry. you guys are not Enron. ut when I see a clear opportunity I will sieze it. This was one of the easiest calls I have seen in awhile. Your livlihood depends on your bosses and YOUR own actions. I saw your lively hoods threatened by your own actions more than mine and thats why I made my choice. If it were not for you guys I would not have that opportunity to capitalize on your mistakes.
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muchdrama said:BetterThanJake said:You know what I'm actually thinking, Jake? That he was fired by Verizon. Why hate them so much? Why the vested interest?
Cingy "continuing to show strength"? How? By showing a huge loss last quarter and having their ARPU drop by nearly 6 percent?? 😳
Hey, if you're gonna wave your arms around like a doof and scream some failed FUD about Verizon's ARPU dropping 2 percent, you gotta acknowledge that the knife cuts both ways. Or maybe you can't. That's ok, I just did it for you. 😉
That's a strong possibility. Really, given his silly personal jihad here, there's only four good ones:
1) Fired Verizon employee with a grudge, as you ...
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BetterThanJake said:kingfrog77 said:
I think the stock price will fall to $30 or less as the ARPU falls and Cingular continues to show strength....
Cingy "continuing to show strength"? How? By showing a huge loss last quarter and having their ARPU drop by nearly 6 percent?? 😳
Hey, if you're gonna wave your arms around like a doof and scream some failed FUD about Verizon's ARPU dropping 2 percent, you gotta acknowledge that the knife cuts both ways. Or maybe you can't. That's ok, I just did it for you. 😉
As I have said before I do not care what Cingular does. I have no personal investment in SBC. My focus was and is on the Verizon numbers and the pressures the...
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kingfrog77 said:
As I have said before I do not care what Cingular does.
Well you should, since it destroys all of your credibility to be shrieking about how VZW's 2% ARPU drop is a sign of 'the last days', while ignoring that, under that very same logic, VZW's #1 competitor is having it so very much worse with a 6% ARPU drop... which could very well affect the future competitive balance. Your tunnel-vision makes your conclusions suspect.
Of course, all of the above ignores the fact that you lost all credibility a long time ago, but hey, why quibble? 😉
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Cingular and VZW own the market and will continue to own the market unmatched... Anybody who believes otherwise should just keep it to themselves. 🙄
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Shhh... don't say that too loud.
You'll make nextel18 go on a two-week posting spree explaining how Sprextel is going to own everyone 😳
You'll make nextel18 go on a two-week posting spree explaining how Sprextel is going to own everyone 😳
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LOL... I'll just dissapear for a couple of days and let you guys deal with him... Because I care. 😛
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