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To: Wyätt Gwyön who wrote (113673)	2/19/2002 3:47:30 PM
From: slacker711	Respond to of 152472

if PCS wants something like an i-mode, aren't there are lot of service-development and marketing costs? do you include those in your capex estimate? I am not saying that a credit crunch would have no effect on the company. Some things would clearly get cut. I really havent seen any good estimates on the costs associated with either a BREW or J2ME roll-out. I have trouble imagining that these are really big costs (Nextel managed to scrape up the money to launch J2ME last year). I think PCS has probably spent some money on wireless applications vs. the BREW model which has most of that out-sourced. From a marketing standpoint, I think it would probably just be a shift in spending from current campaigns (the wireless web commercials). Just thought of one decent sized expense....a change to a per packet billing system. If PCS is planning to bill by the packet at the launch (they havent said), I would think much of the work has probably already been done. If they planned on starting with per minute billing and switching to packet billing later, this could be an area that got cut. If any of the wireless data models see the success of i-mode (or the systems in Korea), the worries about sources for new debt would be a thing of the past. Slacker