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

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: JGoren who wrote (6505)	2/15/2000 2:51:00 AM
From: Maurice Winn	Read Replies (2) of 13582

Ericy continues with EDGE because they have a very large proportion of GSM sales in both handsets and infrastructure. They are an also-ran [more like trying to walk at this stage] in the world of CDMA. So they must play to their strengths and delay the demise of GSM for every hour they can. Their CDMA market share will be trivial for some time if not always. Their GSM market share remains large. They MUST perpetuate that. Same for Nokia. Ericy, the incumbent supplier to Telecom New Zealand, has now lost the business to Lucent. That's bad news! They were cut out of the deal because they were too late buying the infrastructure division from Qualcomm and Telecom was well underway negotiating. Now they have lost any business they might have got with AAPT too since it is allied to Telecom New Zealand. Sure Ericy will try to sell using the 'we have all technology available' mantra, but they benefit most from GSM. So they continue to work on the Bleeding EDGE. Viterbi just laughs! Incidentally, Dr Viterbi was reported as saying he didn't expect such a huge cellphone business. How puzzling. All[nearly] humans want to hear. They want to see. Therefore all humans will want WWeb. That is the new way to see and hear. So even the most insiderly people are underestimating how big the WWeb will be. Mqurice

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