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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