LongShortTech: Pali Capital says PCS should buy LEAP, arguing that it would unlock $2bn of value via increased spectrum value and $200m of cost synergies.
4 days ago
LongShortTech: PCS and LEAP both missed numbers, cut subscriber forecasts. Move to smartphones & data, VZTS, from low end voice?
Fri, Nov 06, 2009
LongShortTech: S's customer churn: 6.7% for postpaid vs 2.2% for prepaid. Bad. Cf. TVZLEAP
Thu, Oct 29, 2009
LongShortTech: S's average monthly revenue per postpaid user was $56, vs. $35 for prepaid. Both are low. Prepaid was 12% of the total. Cf. TVZLEAP