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Technology Stocks : Ericsson overlook?

ERIC 9.355

-4.9%

2:59 PM EST

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To: Raymond who wrote (2771)	2/13/1999 5:02:00 PM
From: Maurice Winn	of 5390

Raymond, Qualcomm has said exactly what they want = the most efficient system. Of course we also want to charge what the market will bear for royalties. Those royalties should be very high - a bit like if you want to buy the Mona Lisa you have to pay a lot more money than for some common daub by a Caveman. Qualcomm knows how to make basestations synchronize. Just get the royalty money out or get out of the way. Don't worry about the VW40 standard delays holding up technical developments because they aren't. Qualcomm and others are rolling out cdma2000 as fast as they can. Why, there is even one planned for Finland! Contrary to what some of you thought as recently as 6 months ago, Australia is rolling out cdmaOne flat out. Ericy/Nokia should make a very good case study for MBA schools in a few years. How one achieved brilliant success. Maurice

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