AWE - ATT Wireless Message Board

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Technology Stocks : AWE - ATT Wireless

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To: Softechie who wrote (300)	7/3/2002 12:26:51 AM
From: Seeker2007	of 329

Well - BK should be avoidable. After this current upgrade cycle GSM/GPRS or 1XRT CAPEX demands should go down. If there is a little more expansion in EBIDTA then AWE, for e.g. will have 4.5 to 4.75 billion in that cash flow measure. I do not believe that there is any paying demand in the United States for 3G services. Therefore after GSM upgrades perhaps capex comes down and 3G is delayed or shelved until customers are willing to pay! If that much sanity comes to this industry the stocks could do quite well. Plus most people who are willing/able to pay for cell phones have them by now - the industry could be very profitable just by closing their thousands of retail locations and selling new subscriptions via the web or through telephone However, that is unlikely to happen since someone will have to make the first move and no carrier is likely to make that move first.

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