Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: Jordan Levitt who wrote (113647)	2/19/2002 11:49:45 AM
From: slacker711	Read Replies (2) of 152472

IMO, it is a big red herring to continue the argument about technical superiority until capital flows return to this part of the market. Sprint PCS has about $200 million left to spend to complete their 1x upgrade. The subsidy for 1x handsets shouldnt be much larger than for non-1x handsets. For this investment, they will realize a near doubling of voice capacity. This will have an immediate effect on Cash Cost per User (which is around $34). Any drop in this metric is realized directly on the bottom line of the carrier.... The best thing for their EBITDA would be to launch 1x.... Slacker

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