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Technology Stocks : Ericsson overlook?
ERIC 10.00+1.3%Nov 12 3:59 PM EST

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To: Mika Kukkanen who wrote (4184)7/21/2000 8:51:42 AM
From: gdichaz  Read Replies (1) of 5390
 
Mika: (from Q thread, but curious what Ericsson thread folks think about CDMA down the road - especially you, yourself - in relation to people - especially top management.)

Re: CDMA and Ericsson (and Nokia).
There is considerable irony in that Ericsson's top management seems to know nothing and care less about CDMA, while Nokia knows and cares but does not have the tools - no infrastructure CDMA license at all, and no license for 1X, HDR or CDMA2000 or WCDMA.

The Ericsson CDMA operation in San Diego seems to be disconnected from mainstream Ericsson - tolerated and permitted to do its own thing - but not at the forefront of the future - even though at some point that is exactly what will be essential.

One other irony is that there was a story some time age that the Chinese Ministry of Information and Industry seemed to be "surrounded" by Ericsson people. Other stories have referred to Ericsson's people in China advising against CDMA adoption. And the head of Ericsson's operation in China is sometimes quoted as making GSM uber alles type of pitches.

There seems to be a major glitch between the reality that the future is CDMA as either CDMA2000 or WCDMA, and that the interim is much more robust using HDR than GPRS.

Not sure what can be done about this, but a "retirement" of the old Ericsson China hands might help CDMA in China - if Ericsson would put in some people who know and appreciate CDMA as the future of wireless - regardless of flavor. But different Ericsson people will probably only happen when the Chinese within the Ministry move toward CDMA themselves.

This all might be looked at as a "legacy" people problem which reflects the "legacy" technology problem - GSMcentric people reflect GSMcentric technology focus.

But this makes little sense for Ericsson now, and will make less and less sense as the movement toward CDMA takes place over the next 2 to 3 years.

Note: Doesn't pushing WCDMA (UMTS or DS) require CDMA knowledge and appreciation? Or is the short term and GSM all that matters for Ericsson's future?

Comments?

Best.
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