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Technology Stocks : Ericsson overlook?
ERIC 9.395+1.1%Nov 21 9:30 AM EST

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To: DWB who wrote (1223)1/21/1998 9:59:00 AM
From: kech  Read Replies (1) of 5390
 
Daniel - From the conference call on Qcom they think that the CDMA airinterface with GSM switching will significantly lower costs for GSM providers. They acknowledge however that it may take 1 to 2 years for significant adoption and that some GSM providers may still not adopt it for other reasons. They think that it will provide an important intermediate "broader" bandwidth solution.
By the way, I can't resist - the ratio of Qcom /Ericy is up to 1.325 (not including Ericy dividends). Tom
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