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Technology Stocks : Ericsson overlook?
ERIC 9.325-1.8%Nov 19 3:59 PM EST

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To: sag who wrote (2286)11/20/1998 10:01:00 PM
From: P2V  Read Replies (2) of 5390
 
Hi sag, With all due respect, we will all make more money
by not allowing ourselves to become emotionally involved with
any particular company, or their technology.

From a practical standpoint -- If we had invested in Ericy on October
2nd, we would have gained 19 percent. If we had invested in Qcom
on October 2nd, we would have gained 13 percent. (Now that sure
beats a money market account.)

Rest assured that both Ericsson and Qcom will dance around, beat
their chests, threaten lawsuits over IPRs, etc. But come February,
they will realize that they must come to a sensible agreement,
in order to make money; if not to survive.

As Mika states, Ericsson will be producing CDMA phones,
and Qcom will realize that, in order to make money, they will
have to sell their technology to Ericsson at a fair price.

Like it or not, we will go on living in a world where two, not
necessarily compatible, 3G systems exist.

And some smart people will make phones (most likely using smart
card technology) which will operate on both systems.

And, if we are bright enough we will make money, by investing
in their products.

BTW, we are presently getting nicely, with no less than 3 incompatible
Television systems.

No doubt we will get along with the new (incompatible) 3G systems as well.

Relax, enjoy life. Trust me, life is too short to worry about
a minor dispute about two technologies, which both be obsolete
in a few years.

I wish you the best. Hang in there, and please don't worry about
the little things, which will soon be of little or no consequence.

Best Regards, and good luck in your investments.

Mardy Marshall.
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