Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 55.17

-5.5%

2:23 PM EST

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To: Dennis Roth who wrote (11220)	3/25/2000 11:58:00 PM
From: Drew Williams	Read Replies (1) of 29987

Dennis, I really doubt that Ericsson has changed sides. Instead, their purchase of Qualcomm's infrastructure division was a cover-your-butt deal. Even they could see there were all sorts of reasons why CDMA was going to be important. Reality has a funny way of sneaking into dreams. For a number of quite rational business reasons, their first priority must and will continue to be their home-grown technology, GSM. Even if they agree and admit that Qualcomm's flavors of CDMA are a big part of the future, GSM will continue to be Ericsson's cash cow for years. There is also the dreaded NIH syndrome (Not Invented Here.)

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