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To: zbyslaw owczarczyk who wrote (10542)4/17/2001 9:55:59 PM
From: WiseGuy  Respond to of 14638
 
ZO, great analysis. I too am a proponent of the theory of deferred capital spending. It's not that the carriers are not spending. It's just they holding off until it is clear to spend. No matter, bandwidth demand will catch up and they will be forced to spend again. There is a probablity that we could see a 180 degree turn North, the opposite of what happened at the end of last year. The numbers you pointed out certainly indicate so.



To: zbyslaw owczarczyk who wrote (10542)4/18/2001 4:42:04 AM
From: Elroy  Read Replies (1) | Respond to of 14638
 
Even if they reduce capex to 5.5B, it means that after spending only 364 million in Q1 they will spend from now on average 1.7B per quarter.

Where did you get the $364 million number? CSFB's research note says Sprint spent $1.1 billion in Q1. Are you talking FON, PCS or both? I am refering to a CSFB note on FON.

Elroy


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