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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 169.27-4.8%Jan 12 3:59 PM EST

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To: DiB who wrote (106305)10/5/2001 8:02:00 PM
From: pcstel  Read Replies (3) of 152472
 
K, but did you cancel your plan? I don't know anybody who has canceled a wireless plan. Actually with 9/11 events I see and hear people getting the cheapest plan possible or a prepaid one, just for emergency.

That does not speak well for Wireless Operators ARPU numbers.. Wireless Operators ARPU numbers are going to go down! I used to have 2 PCS phones with a combined MOU of 600 Anytime minutes.. My bill was $97 a month. Now I only have one phone with 2900 MOU available and only pay $35 a month.. Wireless is becoming a commodity.. Just like Long Distance did. Just like Internet Data has! Having twice the subs is not so good if your ARPU drops by 60%.

PCSTEL
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