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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 181.30

-0.5%

Dec 11 3:59 PM EST

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To: slacker711 who wrote (114442)	2/26/2002 7:55:13 PM
From: arun gera	Read Replies (1) of 152472

Other Viability Numbers for Reliance Slacker: I looked at the numbers for BPL, a large GSM provider in India. Just to do a reality check. They are expecting about $200 million annual revenue for the year ending March 2002. They expect to have about 800,000 subscribers by then. Operating margins are expected to be in the 25 percent range. On a per subscriber basis, this works out to an ARPU of $20. The operating expense per subscriber would then be $15/month. Reliance has grander plans, aiming for 10+ million subscribers (actually much more than that). With the economy of scale and by using CDMA 1x, they should be able to bring the average operating costs to $10/subscriber/month or less. Remember that they can subsidize long distance and backhaul costs if they are already building those networks. In fact they need the WLL demand to partially fill their backhaul networks. I think Reliance should have positive EBITDA in the wireless side of its business by the time it has 2-3 million subscribers. The rest of the subscribers will be added to fill the backhaul networks. After all Reliance plans to invest $50 billion in the fiberoptic network... Is that correct? I have seen numbers of Rs. 250 billion. Arun

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