The Mobile Internet Report Key Themes*

Case Study - 2010E Capex Analysis for AT&T
Significant Network Improvement Can Come from Stable Capex
Step
Action
Est. Cost
Network
Improvement*
1
Adding Carriers (850 MHz and other)
$1,200 MM
+50%
2
Software (HSPA 7.2 Upgrades and other)
$1,000 MM
+100%
3
New Cell Sites: Coverage and Capacity
$1,200 MM
+50%
4
Wi-Fi Augmentation
$100 MM
5
Network Maintenance
$1,200 MM
$__MM
6
Other
$1,200 MM
TOTAL
$5,900 MM, -2% Y/Y
* Network improvement pertains to individual markets where technology is deployed.
Source: Simon Flannery, Ehud Gelblum, Morgan Stanley Research.
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