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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: slacker711 who wrote (19747)	3/1/2002 10:28:06 AM
From: Eric L	Read Replies (1) of 196654

Slacker, << COM DEV indicated that SK Telecom would need to add about 15% more basestations to certain areas because there current 1x basestations are operating at capacity. This is kind of hard to believe. >> I'm not sure what recent presentation from SKT I was looking at but SKT's excess capacity over and above its existing subscriber base is exceptionally lean. They are rapidly converting their base from IS-95B to 1xRTT which will help, but decreasing voice capacity by adding DO channels is going to offset this. Scan back through the recent SKT material and you'll see what I mean. - Eric -

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