In spite of growing 4G deployments, Infonetics forecasts global mobile capex will be roughly...


In spite of growing 4G deployments, Infonetics forecasts global mobile capex will be roughly flat from 2012 to 2016. One reason: AT&T and Verizon have been steadily reducing their capex/revenue ratio, even if growth is harmed. Also, European carriers, struggling with macro and debt woes, have become 4G laggards. In the crosshairs, assuming data traffic doesn't force carriers to spend more, are infrastructure vendors such as Ericsson (ERIC), Alcatel-Lucent (ALU), and Nokia Siemens (NOK, SI).
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Comments (3)
  • deercreekvols
    , contributor
    Comments (9528) | Send Message
     
    Infrastructure vendors better get on the stick!

     

    5G is ready to go, according to Broadcom's CEO in an interview with Jim Cramer last week.

     

    Looks like we will have to wait, won't we?
    30 Jul 2012, 08:55 PM Reply Like
  • mfreel1657
    , contributor
    Comments (34) | Send Message
     
    What a crock of SH....!
    30 Jul 2012, 09:36 PM Reply Like
  • lindleyb
    , contributor
    Comment (1) | Send Message
     
    I am a day trader/ long investor at times, and retired, making profits on undervalued stocks.
    Alcatel Lucent is being beat up unfairly by so called "rating experts". For a company of ALU's size to have a plus cash to debt ratio and to stay profitable, in the mix with so much competition and in the innovation race with competitors, I am amazed at their performance and stability. I like my position in the stock.
    30 Jul 2012, 10:30 PM Reply Like
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