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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (3358)	6/11/1999 4:25:00 PM
From: Art Bechhoefer	Respond to of 5390

The notion that QCOM would have lost at a trial is wrong. Everyone loses at trial, given the costs of litigation. I suspect that QCOM would have won on substance, but it is difficult for a David to beat a Goliath with at least 50 times the financial clout. Furthermore, had QCOM won at trial, the decision would have been appealed, leaving the whole industry under a cloud of uncertainty about which standard(s) would ultimately prevail. What QCOM got from agreeing to settle was a very large foot in the door in China, compatibility with established GSM networks, and future income from royalties. What QCOM gave up was the exclusive control over CDMA, but as any person schooled in modern business strategy will tell you (see the recent articles by Krugman of MIT), you maximize profits by sharing and spreading proprietary technology more widely. As I say, it's wrong the declare that ERICY won anything more than a seat at the CDMA table.

To: Clarksterh who wrote (3358)	6/11/1999 4:57:00 PM
From: Raymond	Read Replies (2) \| Respond to of 5390

Clark! I agree that making calls in a trial system is not the same as making calls in a fully loaded system.But still I think it's rather impressive how many functions they have got in a trial system.Don't you agree. By the way.How is cdma2000 doing?Has anyone seen any real calls yet? I think Ericsson with the help of the new people from San Diego and Colorado will have a good chance to compete there also. Lucent just loved IS-95 because they didn't get any competition from Ericsson in that area.Now they will get real competition.QCOM have good engineers but they din't have enough resources to compete on the infrastructure side. /R