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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: RetiredNow who wrote (53207)	5/20/2001 9:08:43 AM
From: Wyätt Gwyön	Read Replies (1) of 77398

mindmeld, it seems to me you have barely scratched the surface of something. do you have any idea how much money the mobile carriers are losing? do you have any idea how much money they spent at 3G spectrum auctions in Europe last year? do you know what the debt loads of these carriers are? do you know what the average spread of telco junk bonds to Treasurys is, and do you know how large a difference there is between the telco junk spread and the nontelco junk spread? do you know why such a difference exists? do you know the ARPU and penetration assumptions necessary to provide positive profitability projections for north american carriers? these are just a few questions you might ponder. lastly, do you know who the UMTS Forum is?

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