Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.360

-4.8%

Jan 8 3:59 PM EST

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To: Mika Kukkanen who wrote (2768)	2/13/1999 4:58:00 PM
From: Maurice Winn	of 5390

Mika, A shame for Ericy that they don't have the technology to position themselves in the mobility and IP arena. Qualcomm has it. To say no other company has really repositioned themselves in to the mobility and IP arena isn't strictly true either in the sense that Qualcomm is fully in that postion and has always been. Their motto is: "We're Building the Wireless World". They are well on the way to doing it. They included IP in their systems way back in 1990 with some prescience. Ericy won't be even in the top two handset suppliers if they don't manage to come to some agreement on buying Qualcomm's technology, so you shouldn't complain that a newswire headline flatters Ericy by allowing that "Ericsson aims to be one of the top two handset suppliers". The headline could have said: "Ericy still in IPR dreamworld, but stuck in the Olde Worlde reality of GSM and other obsolete technology." If Ericy could come to some arrangement with Qualcomm they might do okay. Otherwise.... [I guess they'll need to pay a billion or two up front and agree to a permanent 10% IPR royalty.] Maurice

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