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Technology Stocks : Ericsson overlook?
ERIC 9.605+0.7%Nov 28 12:59 PM EST

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To: DaveMG who wrote (3255)5/24/1999 10:31:00 PM
From: w molloy  Read Replies (2) of 5390
 
CDMA has essentially taken the Americas but is
barely built out. Japan will be entirely CDMA,


Actually, CDMA and TDMA are running neck and neck in the US.
Japan is mainly PDC.

The 3G WCDMA game has stalled CDMAone growth but we'll see that the game can't go on forever. QCOM is moving ahead, WCDMA can't move without a Q blessing!
The stalling can go on for several years.....
My concern here is how the stalling of IS-95 will affect QCOM and
whether ERICY will continue with IS-95 roll out.
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