Europe and US telecom capex

John Glossner : SDR Insider
John Glossner
Sandbridge Technologies CTO & EVP. A fabless semiconductor company building SDR baseband processors.

Europe and US telecom capex

Source: Barclays The story is clearly different in the US, however, where both AT&T and Verizon Wireless are increasing spending materially this year. Verizon Wireless is only lifting capex by 5% despite embarking on its upgrade from CDMA EV-DO to LTE, indicating that the [...]