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Technology Stocks : Ericsson overlook?
ERIC 11.06-0.5%Feb 4 3:59 PM EST

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To: Mika Kukkanen who wrote (3355)6/11/1999 3:11:00 PM
From: Raymond  Read Replies (2) of 5390
 
We have read a lot of articles and opinions on this and other threads
about the agreement between Ericsson and Qualcomm and what happened.The common knowledge now seems to be that QCOM won
a big victory over Ericsson and Ericsson agreed to licence the IPR:s
in the same way as the rest of the IS-95 companies has done.Pay something like 4%.This is far away from the truth.QCOM wanted to make a deal when they know that where going to loose in the trial in Texas .Before that they refused to make any agreement.WCDMA wouldn't get any access to the QCOM:s IPR:s.I like someone to ask the management at QCOM if they think they will get any significant amount of money from Ericsson as licensingmoney.They got some money selling the Infrastructure division that's it.
Now they can sell ASIC:s to Ericsson if they are competitive and I believe they are.I have heard from people that they are rather impressed about how many channels they get into one of their
basetation ASIC:s
For Ericsson I think they have a really good opportunity to take
50 % of the initial orders for the 3G systems.I understand that they where a little bit slow in the start compared to the japanese companies when it comes to the WCDMA test systems.We can count the rest of the American and European out.It has been a race between Ericsson and japanese companies such as NEC.Now Ericsson are in the lead.They are showing 472 kbit/s packet data 384 kbit/s
circuit switched all in a real environment from a bus driving around in Kista outside Stockholm.They are also making different type of soft handovers on packet and circuitswitched calls and also
handover beween different frequencys.

/R
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