Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.53

+1.5%

10:47 AM EST

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To: Jacob Snyder who wrote (103983)	9/6/2001 4:50:59 PM
From: slacker711	Read Replies (1) of 152472

I've been pleasantly surprised, at how well spending for wireless capex has held up, this year. It is an especially striking contrast to other telecom areas It shouldnt be a surprise.... Many wireless operators are either profitable or rapidly moving towards profitability and have access to cash through the debt markets. In the US, only 11% of voice minutes are wireless (Europe is at a similair level). Why wouldnt a profitable capacity constrained industry continue to spend on capex? I've said it before (and will say it again) the comparisions to the fixed line industries are way overdone. The lessons learned from the bubble only go so far... Slacker

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