Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.820

-4.4%

Nov 4 3:59 PM EST

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To: Taro who wrote (5318)	3/23/2008 7:48:29 PM
From: Maurice Winn	Read Replies (2) of 5390

However much they are paying, Huawei is booming. If China got onto CDMA/OFDM 450MHz and used that home advantage [instead of their dopey TD-SCDMA which nobody else on Earth will buy unless it's a political deal with African countries or other suppliers to China] then they could leverage vast economies of scale to make 450MHz CDMA/OFDM by Huawei and Qualcomm into the global standard. As legacy obsolete spectrum hogs in 450MHz are moved off, CDMA/OFDM could move in, giving huge efficiencies and cost savings compared with poor propagation 2GHz UMTS with 12% royalties payable to the GSM Guild. Mqurice

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