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Q2 2003 Deutsche Telekom Earnings Analyst Meeting - Part 2.
(From Fair Disclosure Wire)
And depreciation - depreciation was reduced for two reasons. First of all reduction in depreciation came in an amount of 0.4 billion out of the reduction of our - or our assets due to the reduced CAPEX spendings. Another 0.4 depreciation was reduced due to our extraordinary write-down in good will last year. And another 0.3 billion depreciation was reduced for licenses - also due to our extraordinary write-downs last year in our strategic review. HANS WIDDIG: Can I just ask very quickly you spend on UMTS (ph) I Europe to-date in this year?
KAI UWE RICKE: To-date I don't know. But it should - it should be not more than 800. KARL GERHARD EICK: Yes. Full year. KAI UWE RICKE: Full year. But it should be - you know it will be in the range of 500 to 800. It could be - I assume today it's going to be lower than 800. HANS WIDDIG: Yes. I just wondered how much of that you had already spent this year?
OPERATOR: Could we come back to you on that because - yes? Thanks. I think it's Mark (ph) that - yes. UNIDENTIFIED PARTICIPANT: A couple of questions if I can. First of all on the US ARPU going up US$3, you know, quarter over quarter - you talked about it being on special services and usage. But can you give us a little more sense of what's going on underneath that and how sustainable you think that is, especially given your price plans are down as of May?
Secondly with DSL growth sort of steady at 300,000 a quarter and now you're saying guidance sort of 300,000 for the rest of the year or more, do we - is that a pace you expect to continue slowing? Should we be looking for price-downs in the future if you want to get, you know, the pace going again?
And finally if I can, you're talking about sort of being fully financed going forward, being ready to pay the dividend, taking debt down. But you know, strategically should we look for you to start thinking about investments again in '04 and '05? Not specifically what they are, but you know under what criteria would you start to consider investing again going forward?
KARL GERHARD EICK: OK. Let me start with the mobile figure in the US. Half of the US$3 or US$4 - no, US$3, right?
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