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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (27383)	10/2/2002 4:02:55 PM
From: Cooters	Respond to of 196649

my notes: - Directories sale will close in 1Q2003. - They acknowledged back-office and provisioning problems with the Vision launch. Said they were aggressively pursuing and many of the problems had been resolved. - While they experienced limited availability of their Vision handsets/PDAs, they will have Full inventory for the Holiday season. - On ClearPay topic, they said customers added in 2001 tracked their expectations for quality, their experience in 1Q2002 and early 2Q2002 were below expectations, prompting changes in the program. They have turned down several 100k(so say 200k or more) ClearPay customers since they tightened their requirements. - 40% of their sub base anticipated to be 1x by EOY 2002. - In Q3, they anticipate adding several 100k(so say 200k or more) prime customers, offset by a decline of a similar number of sub-prime subs. - They are NOT doing a re-combo of FON and PCS at this time. He elaborated on when they might consider it, but it was clearly not in the near term. - Decision on offering PTT will be made sometime like EOY2002 or FOY2003, and will be a Go/No Go decision. - CAPEX will generally decrease going forward. He outlined several areas, but the first two were A) Fewer new sites will be required since they have built out the majority of their intended coverage area and B) Capacity increases will taper off(1x will certainly help here). - Expect over the next few months some additional capabilities in the areas of A) Digital Imaging, B) audio and video streaming, and C) increased web capability(I may have misunderstood that 3rd one). - The elimination of just one player in the wireless space would have a material(positive) impact on PCS, more than one would be even more significant.