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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 165.07-1.0%Nov 18 3:59 PM EST

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To: phatbstrd who wrote (168)7/25/1999 2:38:00 PM
From: gdichaz  Read Replies (1) of 13582
 
phatbstrd: The additional question I would appreciate knowing something about from your Ericsson contacts (if legit within "inside info" restrictions) is:

What, if any, plans does Ericsson have for CDMA overlay for GSM?

Clearly the action on this has to be taken by the operators. But trying to be realistic, Ericsson's influence (to put it gently) on this is key.

Progress in Europe for CDMA depends upon this prior to full 3rd gen roll out. And progress there and in much of the rest of the GSM world depends on someone taking the first step in installing a CDMA air interface over installed GSM.

Since Ericsson now owns the Q's infrstructure business and has been the primary opponent of any such action up to now, seems like this is a test of Ericsson's bone fide.

Or to be more general, along the lines Ramsey Su asked, is Ericsson now ready to push as hard (if not even harder) for CDMA as the wave of the future, as it will push running out the string on GSM as the wave of the past.

Or put another way, does Ericsson have the zeal of a convert to CDMA One or is the Ericsson leadership just playing games to continue to delay CDMA One as much as possible, and win with WCDMA?

Chaz
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