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Technology Stocks : Ericsson overlook?
ERIC 9.345-1.6%3:45 PM EST
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To: Leif V Singman who wrote (1845)7/27/1998 8:18:00 PM
From: Maurice Winn  Read Replies (1) of 5390
 
Check out Ericsson comments and Frezza [an employee and consultant] comments for why the virulence against Ericsson who also suggest they will steal IPR from Qualcomm. Theft begets virulence in the victim. Qualcomm people are confident. Ericsson people are full of themselves. Though, I hasten to add, some of my best friends [to coin a phrase] are Ericsson people.

I don't mind in the least if Ericsson never buys a cdmaOne or cdma2000 licence. I'd actually prefer it, though others think Qualcomm's long run profit would be maximized by getting Ericsson onto the cdmaOne and cdma2000 bandwagon.

Ericsson should have copied Nokia, an excellent company, which has hinted in the direction of stealing IPR, but since they bought a cdmaOne licence years ago, I doubt their commitment to the Ericsson W-CDMA-VW-3G-UMTI-YETIS fantasy.

It will be interesting to see Ericsson's share price when Nokia buys a cdma2000 licence.

If you don't know about Ericsson/Frezza claims about CDMA not working in mobile, as well as claims of Qualcomm and Irwin Jacobs as being frauds, then you are ill-informed. Go back two, three or four years and read a lot of stuff. It will help you judge your future investment in Ericsson with the CDMA world now arriving.
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