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Technology Stocks : Ericsson overlook?
ERIC 9.400+0.1%Nov 24 3:59 PM EST

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To: kech who wrote (1153)12/30/1997 12:30:00 AM
From: DWB  Read Replies (1) of 5390
 
Tom, the problem is, as you stated, it's your opinion... not a factual item which you can prove with internal Ericsson memorandos showing Ericsson knew CDMA would work and decided to try to scuttle it anyway. If you want to call it an error in judgement, that's better, but companies have been known to be wrong before (without any malice), and subsequently work to correct the previous error in their thinking. Therefore, "assuming they are lying" about a third generation system is an assumption based on an opinion, which I don't conclude is reasonable.

As you state, based on your opinion, and an assumption based on your opinion, you claim Ericsson's WCDMA system is "vaporware". I'd say that's a tenuous bridge at best.

You stated that it is in Ericsson's interest to tell everyone they have a WCDMA system even if they don't... that also is a pretty tall house of cards... Sure, they might somehow delay the implementation of Wideband technology, but don't you think that if Ericsson actively pushes for a certain implementation (as they are now), then has nothing when their customers come calling, that they'll make a few of those same customers angry? Wouldn't that in turn drive those same customers to QCOM, which is the last thing Ericsson would want to do? They'd lose so much business by doing that, it would likely bankrupt the company.

DWB
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