North America Wireless

1
North America Wireless Operator Data 1Q 2000
Update
2
Content Page Wireless Subscriber Data by
Operator 3-36 - US Communications Family
Tree 4-6- 2000 N.A. Operator subscriber data by
quarter 7-12- Key U.S. Carriers Subscribers by
Technology 13- Key U.S. Carriers Net Adds by
Technology 14- Key U.S. Carriers Quarterly Net
Add 1998,1999,2000 15- Graphic
presentation 16-19 - YE99 Total
Subscribers 16 - 2000 Quarterly
Subscribers 17 - 1999 Total Net Add 18 - 2000
Total Net Add 19 - ARPU 1995-2000 20-24- EBITDA
(Cash Flow) 1995-2000 25-28- Churn
1996-2000 29-32- Cost of Acquisition (COA)
1996-2000 33-35- Operator Web Site 36
3
North America Wireless 2000 Subscriber Data by
Quarter and by Operator
4
A U.S. Telephone Family Tree - April 2000
New Mega Carriers
ATT
ATT
Three-way split 1997
ATT
Acquisition pending
Ameritech
SBC Comm.
SNET.
SBC Comm.
Southwestern Bell
American Telephone Telegraph
Acquired 1997
Verizon the newname after mergerwith GTE
completed
Pacific Telesis
Acquired 1997
Nynex
Split apart 1984
Merger Pending
Verizon
Bell Atlantic
Bell Atlantic
GTE
Bell South
Bell South
Bell South
Merger Pending
US West
Qwest
US West
Qwest
MCI
MCI WorldCom
WorldCom
WorldCom
Merger Pending
Sprint
5
A U.S. Cellular Family Tree - April 2000
New Mega Carriers
Vanguard
McCaw Cellular
ATT Wireless
TDMA
ATT Wireless
ATT
Ameritech Mobile
Comcast Cell.
SBC Cellular
SNET.
Southwestern Bell Mobile
Bell South Mobility
Bell South Mobility
CommNet
Pacific Telesis - AirTouch
AirTouch.
Vodafone AirTouch.
US West - New Vector
50
PrimeCo
50
Nynex Mobile
GTE Wireless
BAM
Frontier Cell.
Bell Atlantic - BAM
Alltel Cellular
Alltel Cellular
CDMA
6
A U.S. PCS (1900 MHz) Family Tree - April 2000
ATT Wireless
ATT Wireless
TDMA
ATT Wireless
CDMA
BAM/GTE/AirTouch/PrimeCO
Verizon Wireless
CDMA
Qwest/US West PCS
Qwest/US West PCS
CDMA
Sprint PCS
WorldCom/Sprint PCS
60
SBC/PBMS
SBC/PBMS
GSM
No name announced
40
GSMTDMA
BellSouth Mobility DCS
BellSouth Mobility DCS
VoiceStream
GSM
VoiceStream
Omnipoint
VoiceStream
GSM
Aerial
GSM
Powertel
Powertel
Powertel
GSM
7
Top US Wireless Carriers - 2000 Quarterly
Subscriber Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ---- 4Q00 2000 Operators YE97
YE98 YE99 Add. Tot Add Tot. Add Tot Add YE2000 Ad
d. Verizon Wireless 14,754K 20,484K 25,614K 1,40
8K 26,713K BAM 5,866K 7,071K 8,332K
362K 8,745K- Bell Atlantic 5,685K 6,589K
7,687K 290K 7,977K- PrimeCo 181K
422K 645K 72K 768K - GTE
Wireless 4,487K 4,817K 7,146K 272K
7,418K - VodafoneAirTouch 4,401K
8,656K 10,136K 774K 10,550K Bell Atlantic
Digital Subscribers 950K 3,075K 3,590K-
New Activation 70 75- Total
Base 14 40 45- Busy Hour Calls 40 72 78
- Single Rate Plans Subs. 180K 658K -
59 or more/month plans 60 1Q00 Add
VodafoneAirTouch 774K include 419K from CommNet
Cellular acquisition and an increase in ownership
in PrimeCoYE97, YE98, YE99 Bell Atlantic
include Frontier Cellular ownershipPrimeCo Is
Bell Atlantic 51 ownership, not included in Bell
Atlantic before 2Q20001Q00 Bell Atlantic Total
Includes increase in ownership to
51
8
Top US Wireless Carriers - 2000 Quarterly
Subscriber Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ---- 4Q00 2000 Operators YE97
YE98 YE99 Add. Tot Add Tot. Add Tot Add YE2000 Ad
d. No name Yet 14,104K 13,362K 16,
488K 833K 17,321K - SBC
9,911K 8,686K 11,151K 533K 11,684K -
BellSouth Mobility 4,193K 4,676K
5,337K 290K 5,637K SBC- Digital as a of
tot. min 70.5- Pacbel GSM 1,600K-
Intro. Two-way SMS X - 1Q00 Add Includes
33K from net add and 195K from Radiofone Inc.
acquisition (March 2000) BellSouth- 1Q00
Total Includes ownership changes of 10K ATT
(Consolidat) 6,609K 7,862K 9,569K 418K 9,987K
- 850 MHz Market (Mgmt judgement) 176K
8,300K- 1900 MHz Market (Mgmt judgement) 242K
1,700K - ATT Wireless Digital Market -
Digital as a of Subs. 79.2 84.8 - DOR
Subscribers 1,800K- Partnerships market (does
not own controlling interest) 3,150K
9
Top US Wireless Carriers - 2000 Quarterly
Subscriber Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ---- 4Q00 2000
Operators YE97 YE98 YE99 Add. Tot Add Tot. Add To
t Add YE2000 Add Sprint PCS 1,000K 2,587K 5,727K
831K 6,558K Wireless Internet- Data Plan
Customers 100K- Casual Data Users
250K- Web-enabled handsets 3,000K Affiliates-
Number of Affiliates 18- Subscribers
400K- 1Q Transferred approx. 45K to its
affiliate, Independent Wireless One- 1Q Along
with affiliate covers 195 million people or more
than 70 of the U.S. population Alltel
3,824K 4,452K 5,019K 105K 5,124K Nextel
Digital 1.271K 2,790K 4,516K 540K 5,056K
- Syst. Usage (minutes) 5.4 Bill 6.3 Bill -
MOU- Internet text messages 8.2 Mill 11.0
Mill- Data-capable handsets in service 1.9
Mill U.S. Cellular 1,710K 2,183K 2,602K 105K 2,7
07K
10
Top US Wireless Carriers - 2000 Quarterly
Subscriber Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ---- 4Q00 2000
Operators YE97 YE98 YE99 Add. Tot Add Tot. Add To
t Add YE2000 Add VoiceStream Wls
394K 1,009K 2,204K 82K 2,286K - VoiceStream
128K 322K 846K 31K 1,812K -
Postpaid 1,268K - Prepaid
544K - Omnipoint 141K 375K
935K - Aerial Comm. 125K 312K
423K 51K 474K VoiceStream- Total
minutes 4Q99 1.5 billion - MOU
4Q99 450 Aerial - Prepaid subscribers
13 West. Wls Corp. 520K 660K 835K
40K 875K Dobson Comm. Corp. 100K 353K 704K
43K 747K- YE99 and 1Q00 Include American
Cellular (50), Ohio 2 and Texas 10
acquisitions CenturyTel 570K 624K
708K 20K 728K- 1Q00 Net Add 30.6K - Divesting
of 10.6K from Alaska RSA Powertel PCS
118K 295K 546K 110K 656K -
Postpaid 254K 341K 26K 367K - Prepaid
41K 205K 84K 289K
11
Top US Wireless Carriers - 2000 Quarterly
Subscriber Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ------ 4Q00 2000
Operators YE97 YE98 YE99 Add. Tot Add Tot. Add To
t Add YE2000 Add. US West PCS 185K 466K 134K 60
0K Centennial Comm. 253K 400K 525K 61K 586K
- Domestic 364K 53K 417K -
MOU 120 min - Puerto Rico 161K
8K 169K - MOU 512 min Rural
Cellular Corp. 111K 215K 483K 7K 490K - RCC
Cellular 85K 187K 228K 9K 237K- Wireless
Alliance 17K 16K 16K - 16K- Other
9K 12K 15K lt11Kgt 4K- Triton
Cellular 224K 9K 233K - Postpaid 223K
- Prepaid 10K Price Comm. Corp.
278K 345K 454K 23K 477K- MOU
(min) 188 250
12
Top Canada Wireless Carriers - 2000 Quarterly
Subs. Data
-----1Q00 ------ ------2Q00
------ ------3Q00 ------ 4Q00 2000
Operators YE97 YE98 YE99 Add. Tot Add Tot. Add To
t Add YE2000 Add. Rogers Cantel 1,552K 1,737K 2,1
53K 50K 2,203K - Digital 500K
884K 970K- Prepaid 120K 292K
322K - MOU (post-paid) 198 min 234 min 227
min BCE Mobile 1,221K 1,475K 1,797K 83K 1,880K
- Digital Subscribers 70 -
Prepaid Subscribers 30 - MOU 165 min 154
min 140 min BCT.TELUS 400K
475K 1,099K 25K 1,124K - BC Tel and
Telus merged in 1999- MOU Clearnet
152K 349K 585K 51K 636K - Digital
Subs. 95K 308K 559K 53K 612K -
Mike (ESMR) 44K 114K 210K 28K
238K - PCS 51K 194K 349K 25K
374K - Analog Subs. 57K 41K
26K lt2Kgt 24K1Q00 Net add Digital subs.
100 postpaid MicroCell 66K 282K
584K 70K 654K - Postpaid Subscribers
347K 28K 375K - MOU 237 min -
Prepaid Subscribers 237K 42K 279K -
MOU 82 min
13
Key U.S. Carriers Yearly Subscribers by Technology
Total Subscribers Carrier YE97 YE98 Y
E99 1Q00 2Q00 3Q99 4Q00 Standard Verizon
Wireless 14,754K 20,484K 25,614K 26,713K CDMA
- BAMS Cellular (cons.) 5,866K 7,011K
8,332K 8,745K CDMA- GTE Wireless 4,487K
4,817K 7,146K 7,418K CDMA- Vodafone
AirTouch 4,401K 8,656K 10,136K 10,550K CDM
A Sprint PCS 1,000K 2,587K 5,727K
6,558K CDMAAlltel 3,824K 4,452K
5,019K 5,124K CDMAUS West 185K
466K 600K CDMATotal CDMA 19,578K 27,708K
36,826K 38,995K CDMA No name
Yet 14,104K 13,362K 16,488K 17,321K TDMA/GSM
- SBC Wireless 9,911K 8,686K 11,151K 11,684K
TDMA/GSM- BellSouth (proport) 4,193K
4,676K 5,337K 5,637K TDMA/GSMATT
(cons.) 6,609K 7,862K 9,569K
9,987K TDMAU.S. Cellular 1,710K 2,183K
2,602K 2,707K TDMAWestern Wireless
520K 660K 835K 875K TDMACentury
Telecom 570K 624K 708K
728K TDMADobson Comm 100K 353K
661K 747K TDMACentennial Cellular
(U.S.) 253K 400K 525K
586K TDMARCC (Rural Cellular) 111K
215K 259K 490K TDMA Price Comm
278K 345K 454K 477K TDMATotal
TDMA 24,255K 26,004K 32,101K 33,918K TDMANex
tel 1,271K 2,790K 4,516K
5,056K iDEN VoiceStream Wls 394K
1,009K 2,204K 2,286K GSM- VoiceStream
128K 322K 846K 1,812K GSM-
Omnipoint 141K 375K
935K GSM- Aerial 125K 312K
423K 474K GSMPowertel 118K
295K 546K 656K GSMTotal GSM
512K 1,304K 2,750K 2,942K GSM TOTAL
SUBSCRIBERS 45,616K 57,806K 76,193K 80,911K
of Total U.S. subscribers 82 84 89
14
Key U.S. Carriers Net Adds by Technology
Yearly Net Adds
Quarterly Net AddsCarrier 1997 1998 1999 1Q00 2Q
00 3Q00 4Q00 StandardVerizon Wireless 3,183K
5,730K 5,130K 1,408K CDMA- BAMS Cellular
(cons.) 1,456K 1,145K 1,321K
362K CDMA- GTE Wireless 738K 330K
2,329K 272K CDMA- Vodafone AirTouch
989K 4,255K 1,480K 774K CDMASprint
PCS 1,587K 3,140K 831K CDMAAlltel
628K 567K 105K CDMAUS West
185K 281K 134K CDMATotal
CDMA 8,130K 9,118K 2,478K CDMA No name
Yet lt742Kgt 3,126K 823K- SBC
Wireless lt1,225Kgt 2,465K
533K TDMA/GSM- BellSouth (proport)
483K 661K 290K TDMA/GSMATT
(cons.) 1,253K 1,707K 418K TDMAU.S.
Cellular 473K 419K
105K TDMAWestern Wireless 140K
175K 40K TDMACentury Telecom
54K 84K 20K TDMADobson Comm
253K 308K 43K TDMACentennial
Cellular (U.S.) 147K 125K
61K TDMARCC (Rural Cellular) 104K
44K 7K TDMAPrice Comm
67K 109K 23K TDMA Total TDMA
1,325K 5,636K 1,540K TDMANextel
1,519K 1,726K 540K iDEN VoiceStream
Wls 615K 1,195K 82K GSM-
VoiceStream 194K 524K
31K GSM- Omnipoint 234K
560K GSM- Aerial 187K 111K
51K GSMPowertel 177K 251K
110K GSMTotal GSM 792K 1,446K
192K GSM TOTAL SUBSCRIBERS
11,766K 17,926K 4,750K
15
Key Carriers Quarterly Net Add 1998, 1999 and 2000
Carrier 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99 1Q
00 2Q00 3Q00 4Q00 StandardVerizon
Wireless 586K 3,291K 588K 1,176K 720K 707K
672K 3,031K 1,408K cdmaOne- BAM 248K
314K 316K 497K 289K 290K 309K 433K
362K cdmaOne - BAMS Cellular 127K
224K 207K 302K 190K 214K 267K 363K
290K cdmaOne - PrimeCo 121K 90K 109K
195K 84K 57K 24K 58K
71K cdmaOne - Frontier Cellular 15K
19K 18K 12K - cdmaOne- GTE
Wireless 58K 86K 54K 132K 75K 135K
169K 1,950K 272K cdmaOne- Vodafone
AirTouch 280K 2,891K 218K 547K 356K 282K
194K 648K 774K cdmaOne Sprint
PCS 110K 260K 381K 836K 763K 617K
720K 1,040K 831K cdmaOneAlltel 100K
146K 174K 113K 90K 161K
105K cdmaOne US West PCS 85K 20K
80K 35K 65K 59K 122K
134K cdmaOneNo Name Yet 377K 620K 375K
676K 596K 506K 1,350K 660K
823K TDMA/GSM- SBC 235K 426K 204K
421K 383K 356K 1,370K 458K
533K TDMA/GSM - SBC Wireless 112K
226K 151K 384K 299K 305K TDMA -
Ameritech 123K 200K 53K 37K 84K
51K TDMA- BellSouth 142K 194K 171K
255K 213K 150K lt20Kgt 202K
290K TDMA/GSMATT 195K 325K 325K
445K 417K 465K 385K 440K
418K TDMAU.S. Cellular 107K 105K 96K
165K 87K 94K 89K 149K
105K TDMAWestern Wireless 35K 42K
37K 61K 40K TDMA Century
Telecom 15K 2K 10K 57K
20K TDMADobson Comm
43K TDMACenntennial Cell (US) 27K
28K 32K 38K 61K TDMARCC (Rural
Cellular) 8K 11K 11K 14K
7K TDMAPrice Comm
23K TDMA Nextel 370K 404K 375K
373K 415K 441K 458K 465K
540K iDEN VoiceStream 153K 188K 173K
281K 216K 266K 243K 467K 82K GSM-
VoiceStream Wls 63K 84K 89K 98K
95K 135K 123K 170K 31K GSM-
Omnipoint 50K 64K 57K 102K 103K 116K
104K 237K GSM- Aerial 40K 40K
27K 81K 18K 15K 16K 60K
51K GSMPowertel 38K 25K 47K
67K 43K 44K 56K 108K 110K GSM
16
Year End 1999 Total Subscribers
Million Subscribers
17
Million Subscribers
1Q2000 Total Subscribers
18
1999 Total Net Add
Million Subscribers
19
1Q2000 Net Add
Million Subscribers
20
North America Wireless 1995 - 2000 ARPU Data By
Operator
21
Top US Wireless Carriers - Quarterly ARPU Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q00 3Q00 4Q00 Verizon Wireless - BAMS
Cellular 48.40 51.89 51.79 51.15 48.00 52.70
52.93 52.91 49.85- GTE Wireless 48.00 48.00
49.00 49.00 46.00 48.00 48.00 43.00 41
.00 Vodafone AirTouch 46.71 42.72 41.
20- CommNet Cellular 54.00 49.00 43.00 52.0
0PrimeCo 60.00 61.00 57.00 54.37 52.00 53.0
0 49.00 50.00 No Name- SBC
Wireless 48.89 48.20 45.36 43.53 45.84 47.1
8 44.04 43.67 - BellSouth Mobility
47.00 45.00 45.00 49.00 49.00 51.00 51.00
53.00 53.00 ATT - ATT
Wireless 52.70 54.00 58.00 60.32 60.60 66.20
67.90 66.80 67.20 - 850 MHz Market (Mgmt
judgement) 63.00 - 1900 MHz Market (Mgmt
judgement) 89.60 Alltel -
Alltel Cellular 48.69 47.78 47.35 50.31 50.
23 46.84 46.01 - 360 Comm. 43.46 47.43 U.S.
Cellular 44.66 50.16 51.40 48.02 47.18 50.1
8 49.73 43.68 Dobson Comm 41.00 43.00 4
2.00 40.00 38.00
22
Top US Wireless Carriers - Quarterly ARPU Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q00 3Q00 4Q00 CenturyTel 59.39 55.00 51
.00 56.00 56.57 49.00 45.00 Centennial
Cell.- Domestic 63.00 68.00 70.00 73.00
64.00 - Puerto Rico 84.00 88.00 87.00 88.0
0 84.00 Rural Cell. Corp. - RCC
Cellular 46.00 53.00 57.00 51.00 47.00 54.00
63.00 51.00 50.00- Wireless
Alliance 56.00 60.00 63.00 51.00 54.00 51.0
0 55.00 51.00
23
Top US Wireless Carriers - Quarterly ARPU Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q00 3Q00 4Q00 Sprint PCS 60.00 55.00 55.
00 52.00 54.00 54.00 54.00 54.00 Nextel
Digital 66.00 69.00 70.00 70.00 71.00 74.00
74.00 73.00 72.00 VoiceStream -
VoiceStream 59.00- Omnipoint 57.00 59.00
50.00 47.00 45.00 49.00 gt50.00- Aerial
Comm. 53.00 49.00 51.00 48.31 47.64 46.84
Powertel PCS 57.23 56.11 54.15 50.96 48
.29 47.72- Postpaid 47.42 48.30 50.89 49
.53 49.57- Prepaid 40.05 52.99 51.05 46.4
0 45.62 45.09 US West 46.00 54.00 58.00
59.00 54.00
24
Top Canada Wireless Carriers - Quarterly ARPU
Data (C)
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q
99 1Q00 2Q00 3Q00 4Q00 Rogers Cantel 53.00 56.00
55.00 53.00 47.08 49.00 50.00 48.76 45.22
- Postpaid 48.97 53.80 51.00 BCE
Mobile 60.00 61.00 62.00 56.00 50.00 53.00
52.00 48.00 44.00 BCT.TELUS 59.00 62.00
59.00Clearnet - Digital 56.56 59.15 58.73
58.42 53.59 55.67 55.73 55.53 - Mike
(ESMR) 69.60 74.47 73.81 74.08 68.23 70.27
68.92 68.34 - PCS 47.30 50.00 50.66 49.43 4
4.85 46.96 47.84 47.59- Analog 22.30 23.25
18.97 22.26 20.51 21.99 21.86 MicroCell -
Postpaid 54.55 56.59 57.60 57.48 57.62 60.9
1 61.98 57.48 53.24- Prepaid 34.96 24.35
24.48 22.73 28.20 31.16- Blended 58.66 4
8.52 48.56 46.80 45.79 44.04
25
North America Wireless 1996 - 2000
EBITDA (Operating Cash Flow) By Operator
EBITDA Earnings Before Interest, Taxes,
Depreciation an Amortization (Operating Cash
Flow) EBITDA is used by analysts to measure the
performance of indebted companies because it
excludes interest payments and focuses on the
underlying operations
26
Top US Wireless Carriers - Quarterly EBITDA (Cash
Flow) Data
Total Total Total Operators 1996 1997 1998
1Q99 2Q99 3Q99 4Q99 1Q00 2Q00 3Q00 4Q00 Verizon
Wireless- BAMS Cellular 874M 1159M 1350M 313M
365M 412M 408M 388M - GTE Wireless 846M
865M 1104M 274M 298M 238M 266M 322M Vodafo
ne AirTouch- VodafoneAirTouch 821M 1375M 1616M
405M- CommNet Cellular 57M 72M
16M 28M No Name- SBC Wireless 1274M 1254M
1638M 400M 538M 683M 578M 667M- BellSouth
Mobility 1157M 1188M 269M 296M 296M 286M
290M ATT Wireless 1500M
947M 202M 329M 404M lt295Mgt 435M- 850 MHz
Market (Mgmt judgement) 401M- 1900 MHz
Market (Mgmt judgement) 31M Alltel
Cellular 728M 896M 259M 302M 336M 287M
313M U.S. Cellular 262M
382M 104M 129M 153M 100M 127M Western
Wireless 104M 156M 44M 62M 72M
64M 65M Dobson Comm. 46M 61M
73M 62M 61M CenturyTel 129M
48M 59M 58M 40M 36M
27
Top US Wireless Carriers - Quarterly EBITDA (Cash
Flow) Data
Total Total Total Operators 1996 1997 1998
1Q99 2Q99 3Q99 4Q99 1Q00 2Q00 3Q00 4Q00 Centennial
Comm 53M- Domestuc 33M-
Puerto Rico 20M Rural Cell. Corp.
14M 35M 13M 18M 24M 16M
16M Sprint PCS lt2.4Bgt lt479Mgt lt358Mgt lt397M
gt lt510Mgt lt181Mgt- 1Q Total Net Operating
(service) revenue 1,177K (a first of reaching
gt1B) Nextel (Domestic) lt99Mgt 82M 155M
210M 216M 262M- Positive cash
flow 3Q98 VoiceStream- VoiceStream lt130Mgt
lt121Mgt lt32Mgt lt29Mgt lt14Mgt lt46Mgt lt31Mgt -
Omnipoint PCS lt49Mgt lt146Mgt lt283Mgt lt71Mgt lt59Mgt
lt46Mgt lt73Mgt - Aerial Comm. lt44Mgt lt218Mgt lt
280Mgt lt28Mgt lt25Mgt lt26Mgt lt39Mgt Powertel
PCS lt142Mgt lt180Mgt lt15Mgt lt16Mgt lt
9Mgt lt21Mgt 0.6M
28
Top Canada Wireless Carriers - Quarterly EBITDA
Data (C million)
Total Total Total Operators 1996 1997 1998
1Q99 2Q99 3Q99 4Q99 1Q00 2Q00 3Q00 4Q00 Rogers
Cantel 339M 379M 379M 44M 58M 120M 100M 67
M BCE Mobile 268M 332M 267M 73M 92M 104M
97M BCT.TELUS 166M 173M 91M 94M 100M
96M Clearnet lt178Mgt lt282Mgt lt45Mgt lt52Mgt lt
41Mgt lt59Mgt MicroCell lt133Mgt lt219Mgt lt41Mgt
lt35Mgt lt32Mgt lt56Mgt lt30Mgt
29
North America Wireless 1996 - 2000 Churn Data By
Operator
30
Top US Wireless Carriers - Quarterly Churn Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q99 3Q00 4Q00 Bell Atlantic - BAMS
Cellular 1.82 1.93 1.99 1.93
Vodafone AirTouch- CommNet Cellular 1.94 1.
71 ATT 2.80 2.90 Alltel
1.87 2.34 2.06 2.22 2.35 2.35 U.S.
Cellular 2.1 1.9 2.1 2.00-
Postpaid 1.80 Dobson
Comm. 1.71 1.67 1.83 1.95 1.69 CenturyTe
l 2.17 2.0 1.7 1.9 1.90 2.00 Centennial
Cell.- Domestic 1.7 1.8 2.2 1.9 1.80-
Puerto Rico 5.7 3.7 3.2 3.7 4.20 Rural
Cell. Corp. - RCC Cellular 1.5 1.7 1.7
0 1.80 - Wireless Alliance 2.0 2.5 2.00
3.20
31
Top US Wireless Carriers - Quarterly Churn Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q00 3Q00 4Q00 Sprint PCS 3.50 Nexte
l Digital 1.7 1.6 1.75 2.0 2.0 2.02 2.00 2.
00 2.00 VoiceStream- VoiceStream-
Omnipoint 3.2 3.5 3.50- Aerial
Comm 3.5 3.39 3.35 2.86
2.70 Powertel PCS 3.00 3.60 -
Postpaid 3.5 4.3 4.5 4.1 3.4 2.8 2.7 2.60
2.60- Prepaid 3.80 4.90
32
Top Canada Wireless Carriers - Quarterly Churn
Data (C)
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q
99 1Q00 2Q00 3Q00 4Q00 Rogers Cantel 1.79 1.87 1
.83 2.06 1.74 1.54 1.75 2.37 2.27 BCE
Mobile 1.40 1.40 1.40 1.40 1.40 1.60 1.70 2
.00 2.00 BCT.TELUS 1.30 1.40 1.50 1.50
Clearnet - Digital 0.97 1.19 1.61 1.66 1.6
2 1.46 1.81 2.10 2.29 - Mike
(ESMR) 1.10 1.09 1.33 1.44 1.56 1.49 1.59 1
.84 1.93 - PCS 0.87 1.25 1.76 1.79 1.66 1.
44 1.96 2.26 2.52 MicroCell 1.40 1.60 2.8
0 2.00 1.60 2.10 2.40 2.30 2.10-
Postpaid 1.80
33
North America Wireless 1996 - 2000Cost of
Acquisition Data By Operator
34
Top US Wireless Carriers - Quarterly COA Data
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q99
1Q00 2Q00 3Q00 4Q00 Bell Atlantic - BAMS
Cellular 193 184 196 172 145 180
Vodafone AirTouch- CommNet Cellular 313 36
2 322 305 ATT 352 360 Alltel
311 263 341 306 293 284 VoiceStream-
VoiceStream- Omnipoint 490 375 lt300-
Aerial Comm. 400 U.S.
Cellular 319 351 358 353 338 Centennial
Cell.- Domestic 254 290 310 291 248-
Puerto Rico Powertel PCS 467 335 32
7 266 Rural Cell. Corp. - RCC
Cellular 436 395 369 328 357 364 360 409
- Wireless Alliance 464 722 675 724 526 5
08 774
35
Top Canada Wireless Carriers - Quarterly COA Data
(C)
Operators 1Q98 2Q98 3Q98 4Q98 1Q99 2Q99 3Q99 4Q
99 1Q00 2Q00 3Q00 4Q00 Rogers Cantel 814 729 58
3 464 504 442 472 BCE Mobile [phone]
49 479 410 377BCT.TELUSClearnet -
Digital 689 607 650 651 588 594 549 524
- Mike (ESMR) 530 562 617 698 617 585 606
535 - PCS 750 627 662 623 569 598 515 5
17 MicroCell 876 793 685 573 455 458 433
381 400
36
Web sites
Verizon Wireless www.verizonwireless.com- Bell
Atlantic www.bell-atl.com/invest- Bell Atlantic
Mobile www.bam.com- GTE www.gte.com-
VodafoneAirTouch www.vodafone.com - CommNet
Cellular www.commnetcellular.com No Name Yet-
SBC www.sbc.com- BellSouth www.bellsouthcorp.
com ATT www.att.comSprint www.sprint.com-
Sprint PCS www.sprintpcs.com Alltel www.alltel
.com- Aliant Comm. www.aliant.com Nextel www.n
extel.com U.S. Cellular www.uscc.com VoiceStream
- VoiceStream Wls www.voicestream.com-
Omnipoint www.omnipoint.com- Aerial
Comm www.aerial1.com Western
Wireless www.wwireless.com CenturyTel www.cent
urytel.com
Dobson Comm. Corp www.dobson.net Powertel www.
powertel.com Centennial Comm. www.centennialcom.
com Rural cellular www.rccwireless.com US
West www.uswest.com Price Comm.
Corp. www.? Rogers Cantel www.rogers.com Bell
Mobility (BCE) www.bellmobility.ca BCT.TELUS w
ww.bctel.com Clearnet www.clearnet.com Microcell
www.microcell.com