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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 152.66

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Feb 2 3:59 PM EST

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To: JGoren who wrote (449)	8/3/1999 1:51:00 AM
From: Clarksterh	Read Replies (1) of 13582

JG - I am just not convinced that Ericy is serious about cdma when it continues to sell new TDMA systems on the basis of easy upgrade. No joke. I wouldn't expect Ericsson to start pushing CDMAOne equipment until it has integrated it into its product line (my guess is late '00 to early '01). Of course they will probably make some smaller sales where they are explicitly asked to bid CDMAOne, but ... . JMO Clark

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