Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 148.86

+1.1%

1:15 PM EST

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To: engineer who wrote (120410)	6/14/2002 6:20:37 PM
From: limtex	Read Replies (2) of 152472

eng - I thought PCS made it clear that they are not short of cash. Experience from Korea is that there is a substantial increase in ARPU from 1X subscribers. But PCS simply has toget off the pot now and release 1X. They said July 15 th and there should lbe some serious move in that direction. The only hope the Europeans have is that PCS doesn't make it. The Great Telecom Game has now boiled down to twhat happens to the PCS 1X release. One can almost say that the future of global mobile is going to be decided in the next eight weeks or so. Meanwhile PCS is EBITDA positive to about $800m per qtr. That should be enough to keep the wolf at bay. Best, L

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