Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.410

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To: P2V who wrote (3253)	5/24/1999 11:46:00 AM
From: tero kuittinen	Read Replies (1) of 5390

I don't get the positive spin Financial Times put on Lucent's announcement of a competing GPRS technology. Ericsson, Motorola and Nokia have already locked in leading GSM operators in USA, Europe and Asia to their brand of GPRS. What is the chance that Lucent's alternative will suddenly start gaining momentum - isn't it arriving half a year too late? Why haven't they announced any operator deals? Are GSM operators really interested in bundling voice with data - if next winter's new internet handsets will be designed for the Ericsson/Nokia/Motorola brand of GPRS, who's going to make the phones taking advantage of the Lucent approach? Philips and Samsung? Nevertheless, it does look like major manufacturers are intent on developing technologies boosting existing, second generation digital networks. Nobody seems willing to bet the ranch on 3G at this point. Now that it looks like the third generation IPR situation still remains unresolved, operators will probably keep investing in second generation solutions. If the June deadline for resolving the W-CDMA royalty rates will not hold, we might be looking at a stampede towards GPRS. Tero

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