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To: MikeM54321 who wrote (11009)	4/17/2001 3:56:23 PM
From: slacker711	Respond to of 12823

Capex at $364 million for the quarter on revenues of $4,358 million. Capex only 8% of revenues In contrast....PCS spent $655 million in capex on revenues of $2.05 billion. They kept guidance for total capex at $3.5 billion for the year. The two key metrics for PCS are churn and ARPU. Churn declined from 2.9% last year to 2.5% and ARPU increased 6% YoY. Slacker

To: MikeM54321 who wrote (11009)	4/17/2001 6:45:10 PM
From: EJhonsa	Read Replies (1) \| Respond to of 12823

I know capex isn't 1:1 related to net income but one would expect them to at least move inversely to each other. Actually, although spending on capex naturally affects a company's free cash flow, it does nothing to bring down its net income, pro forma or otherwise. Eric