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Technology Stocks : Ericsson overlook?
ERIC 9.395+1.1%Nov 21 3:59 PM EST

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To: tero kuittinen who wrote (3295)6/2/1999 11:56:00 AM
From: gdichaz  Read Replies (1) of 5390
 
To Tero: Do you actually believe that you serve your Ericsson readers well by picking and choosing only the good for GSM and the bad for CDMA? Curious.

Obviously Japan is rapidly rolling out CDMA nationwide with zero GSM. Brazil is switching to CDMA countrywide. And on and on.

Sure GSM handset sales will continue with the huge installed base and the few add ons which will be scattered around the world in the next year or so.

Nokia is a fine company. Ericsson has purchased a CDMA infrastructure facility.

Both GSM and CDMA will do well in the immediate future.

What is interesting is what will happen a couple of years out.

Chaz
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