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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (43356)	6/10/2001 8:39:32 AM
From: gdichaz	Read Replies (1) of 54805

Eric L: Re: <<Bases covered. That is why they bought Qualcomm's infrastructure division.>> Yes indeed. As you know I try to look ahead as best I can and the Ericsson TDMA to CDMA 2000 paper seemed to indicate an interest in just that - covering the remaining base - CDMA 2000. Certainly Ericsson is in process of building CDMA in China; now an apparent interest in the business of providing a path for TDMA to CDMA 2000 in Latin America. In the past, I have often wondered why Ericsson seemed not to be actively promoting CDMA as well as GSM. In Latin America in particular, when Ericsson people were quoted, it was not in a CDMA context, and usually touting alternatives. Is this a shift to neutral for Ericsson in Latin America? (And BTW do you see a shift to neutral in China?) Will be fun to watch. Best. Cha2 PS When do you suppose Nokia will issue a paper on its proposed path from TDMA to CDMA 2000, so Nokia will have [all the] "Bases covered"?

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