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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (2305)	6/30/2002 3:27:56 PM
From: arun gera	Respond to of 2737

Art: Hopefully, there is no more new Capex simply to improve QOS. That is the big unknown. If the marginal capex needed is high for a marginal customer, then LWIN model may not work at all. Nobody on this thread or the Yahoo thread has really addressed this issue. The only good sign has been that Capex has been under budget in the last quarter. >The 40 markets are built out, as far as base stations go. But they still have promotional costs to get more customers. That means subsidizing the cost of handsets, carrying advertising in the papers and on TV, etc. They would have some additional capex moving from CDMAOne to CDMA2000 and high speed data access facilities. But from what I can determine, there would only be minor upgrades needed for the moment.>