Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 147.19

-3.6%

Feb 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dexter Lives On who wrote (120403)	6/14/2002 4:09:33 PM
From: Art Bechhoefer	Read Replies (2) of 152472

The capital requirements you mention are different for different systems. The capital requirements for LWIN, for example, are much lower since they are no longer acquiring new markets and are simply building out their existing 40 markets. PCS obviously has promotional costs, but its upgrades to 1X are going to be fairly painless, compared to AWE. I don't think the problem is lack of capital. I do think the problem relates to ARPU and whether there is enough value added revenue from data communications to generate higher ARPU. Here again, one can show a huge potential difference in potential revenues, compared with marginal costs between CDMA and GSM/TDMA. There's a bottom line here, but the major investment firms haven't figured out what it is. Art

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next