Zoder
join:2002-04-16
Miami, FL | reply to fAcEtIOUs
Re: Note that Capex costs may not be what Burstein says said by fAcEtIOUs:Please note that that wasn't the part of Burstein's post "where he quotes AT&T". I am sure AT&T would not agree that their costs aren't rising to expand the network. If you leave out U-verse costs on the last mile, what evidence is there that AT&T's capex costs are rising to maintain and upgrade the core network? What would make telecom equipment unique from all other digital technology with regards to Moore's Law? The reports I've seen is that at&t is cutting capex. So either costs are dropping or they are cutting back on network maintenance. |
