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Infonetics estimates global telecom capex will grow nearly 6% in 2011, to $311B. However, that...

Infonetics estimates global telecom capex will grow nearly 6% in 2011, to $311B. However, that figure is less than the 7.8% growth Infonetics estimates in carrier revenues. Infonetics expects this trend to continue through 2014, as the ratio of capex to revenues slowly declines to the 15% range, thereby limiting the capex dollars available for the likes of CSCO, ALU, and ERIC to chase.
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