Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.345

-0.2%

Jan 9 3:59 PM EST

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To: Raymond Duray who wrote (4206)	7/21/2000 4:38:53 PM
From: gdichaz	Read Replies (1) of 5390

Raymond: Again Americans and Asians really do seem to live in a different world than Europeans. Access to the internet is crucial, and speed of access is crucial to that. To hide in the sand and ignore that puts Ericsson at great risk, yet that seems to be exactly what the Ericsson management is doing. In Europe, GPRS is it. No other choice - damn the consumers. But what Ericsson's management and Ericsson's stockholders need to understand is the the rest of the world has no patience for that kind of stone age approach. Ericsson has the tools for it all. CDMA. HDR. CMDA2000. WCDMA. UMTS. (And last and least, the GSM legacy voice capability when the future is data) Why have one hand tied behind your back. Not too smart, no? Curious why Ericsson bought Qualcomm's infrastructure division and agreed to use Qualcomm's ASICS when there is no evidence whatsoever that either are available or earning any money whosoever for Ericsson. Was the idea to buy and dump, like the old auto firms did with competing technologies, i.e. buy them and deep six them - full fathoms down? Best. Chaz

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