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Technology Stocks : Ericsson overlook?
ERIC 9.555+0.5%1:28 PM EST
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To: Kenneth E. Phillipps who wrote (3320)6/3/1999 5:25:00 PM
From: gdichaz   of 5390
 
To Kenneth: Good for Ericsson. Just to try to be clear. The discussion re Ericsson vs Qualcomm is a dead issue IMO. The only interest I have is how will the 3rd gen evolve to permit the best outcome for the consumer worldwide? See the Q prospering greatly whatever happens,

Nokia going onward and upward in handsets of all flavors, and curious how Ericsson will adapt to the WCDMA/CDMA2000 3rd gen playing field.

For example, what will Ericsson use its new infrastructure facility just bought from the Q for, i.e. what flavor of CDMA? And whose ASICs will Ericsson use for CDMA next year especially as data becomes key - and then when WCDMA and CDMA 2000 are ramping up?

The rest is past IMO. Chaz
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