ARPUs

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    Current ARPU rates (per month) for major incumbent carriers here in Australia:

    TELSTRA:
    @31/12/01 = $52pm
    Down >4%

    OPTUS:
    @31/12/01 = $50pm
    Down >4%

    VODAFONE
    @31/12/01 = $58.40pm
    @31/03/02 = $54pm
    Down 7.5%

    HUTCHISON
    @30/06/01 = $66pm
    @31/12/01 = $69pm
    Up 4.5%

    EXPECTED FUTURE ACTION:

    1)
    Telstra's ARPUs will come under further decline in the coming months (primarily due to pressure from Optus). Expect a ~$50 result by mid-year. Early indications based on Q3 results, next week.

    2)
    Optus' ARPUs will also come under further decline, due to its discounting /ongoing subsidy startegy (which offers benefits to high usage custosmers, as well as attracting many low usage customers).

    3)
    Vodafone ARPUs will continue in decline as Vodafone is unable to match the Optus discounting pressure, particularly in relation to GSM.

    4)
    Hutchison ARPUs to remain static to marginal increase due to its targetted CDMA pitching, primarily targetting the high user /corporate end of the market. The CDMA business is also relatively unscathed from Optus' discounting assault as Hutchison's targetted presence is restricted to Sydney and Melbourne.
 
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