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: pcstel who wrote (113669)	2/19/2002 3:27:58 PM
From: slacker711	Read Replies (1) of 152472

Doubling the capacity of the air interface, and possible improvements in backhaul capacity, (per 1X phone being employeed) will not have that profound effect on CCPU. Lots of other things. Like Customer Care Costs have a direct impact on CCPU. You are right....I started thinking through the components of CCPU and 1x should provide some drop but it wont be dramatic. They should be able to get by with fewer new basestations which would allow some efficiencies in bach-haul costs. OTOH...reductions in capex drop to the cash-flow line, so the positive effect is the same. PCS's current offers expire on Feb. 28th. We should see what type of new plans are going to be offered pretty soon. Slacker

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