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iDEN capacity constraints to be resolved

Sprint expects iDEN capacity constraints to be resolved and to return to positive post-paid subscriber additions in 2Q07. CEO Dan Hesse's 1Q statements supporting iDEN, add more to the credibility that: a) iDEN will not be shut down, b) iDEN customers will have a broadband solution, c) the unspoken strategy of having a forced migration of iDEN subscribers to CDMA is less likely, d) a spin of the Nextel/iDEN network to the Clearwire venture is more plausible with a dual mode WiMAX device on the roadmap.

Now for some selected factoids (mostly from the earnings call):

1. iDEN has 3 million public safety customers, as of 1Q08
2. iDEN postpaid subscribers are 12.3 million, 15.7 million including Boost pre-paid, with an additional 1.6 million Power Source subs (these are dual mode iDEN PTT / CDMA voice and data phones). The iDEN network would appear to have quite a ways to go before it gets below the 10 million sub mark.
3. iDEN ARPU is below $56; CDMA ARPU is above $56.
4. D-Block Revision process is just under way (this was not on the earnings call)

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