Ericsson overlook? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ericsson overlook?

ERIC 9.870

+1.3%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Terry D who wrote (2831)	2/22/1999 12:06:00 PM
From: tero kuittinen	Read Replies (3) of 5390

Qualcomm is currently up by 9.7%, Nokia by 4.9%, Ericsson by 4.2%. I find it interesting that apparently a deal might be regarded as a big plus for all three, while the rest aren't getting that much of a boost. Nokia and Ericsson are probably regarded as being better positioned for W-CDMA than Motorola, Lucent and Nortel. The real news would be if Qualcomm really decides to get into GSM, while Ericsson would simultaneously enter IS-95. How's that for irony? Qcom has been slamming GSM as having no future and Ericy has been studiously ignoring IS-95. Now they both may be executing a U-turn. Of course this raises the question of why Qualcomm needs to do a patent-swap deal if it really has nothing to fear from Ericsson's CDMA patents. And whether Ericsson is realizing that time is running out for companies with no IS-95-based hanset development. Is it too late for Ericsson to enter the second-generation CDMA handset market and is it way too late for Qualcomm to start picking up GSM know-how? Who knows? Maybe some company with a big presence in both CDMA and GSM may end up benefiting most from a possible truce. Tero

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next