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David Williams
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David Williams
Global Director of Sales, Research
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Wireless Capital Spending 2003/2004
With increasing revenues and profitability, wireless capital spending is now at an affordable level that can be sustained over the long term. This report examines the capex budgets of major wireless carriers and assesses the potential for an increase in spending on network equipment in 2004.
Wireless Capital Spending 2003/2004 examines the capex budgets of major wireless carriers around the world and assess the potential for an increase in spending on network equipment in 2004. Use the links below to sample extracts from the report:
Table of contents (1203toc.pdf)
Most carriers have reined in capex over the past 18 months, according to this chart. (1203capx.pdf)
However, capex-to-sales ratios show that the industry is now spending an affordable amount that is sustainable over the long term. See this chart (names removed). (1203rtio.pdf)
The report also includes detailed profiles of carrier capex budgets and guidance for 2004. One example is shown here. (1203expl.pdf)
Wireless carriers analyzed in this report:
China Mobile Ltd. (NYSE: CHL); Cingular Wireless (subsidiary of BellSouth and SBC); KDDI Corp. (Tokyo: 9433); MMO2 plc (London: MMO); Orange SA (London/Paris: OGE); NTT DoCoMo Inc. (NYSE: DCM); Sprint Wireless (NYSE: PCS); T-Mobile International AG (subsidiary of Deutsche Telekom); Verizon Wireless (subsidiary of Verizon Communications Inc.); Vodafone Group plc (NYSE: VOD)
Total pages: 16
To view reports you will need Adobe's Acrobat Reader. If you do not have it, it can be obtained for free at the Adobe web site.
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