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

To: Raymond who wrote (3360)	6/11/1999 6:20:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

Well Here We Go Again --- How about just agreeing that results of the "Non Trial", and the final agreement, are (and will continue to be) a WIN WIN SITUATION . In my opinion, Ericy's law suit was just a means of applying enough heat to a festering boil, to cause it to all "come to a head". The bloody thing has "gone bust", and we're Movin' On. As far as IPRs go --- I doubt that the Q management is foolhardy enough to overcharge Ericy for them. After all they (we) are counting on Ericy's cooperation to implement CDMA systems --- AND THE SOONER THE BETTER . Can't think of anything more useless than a new super (duper) CDMA phone or device without a viable CDMA infrastructure. Kind of like having two shiny new tin cans, and no string. Best, Mardy.

To: Raymond who wrote (3360)	6/12/1999 2:19:00 PM
From: Clarksterh	Respond to of 5390

Raymond - But still I think it's rather impressive how many functions they [W-CDMA] have got in a trial system. Don't you agree. By the way. How is cdma2000 doing? Has anyone seen any real calls yet? Well, I certainly agree that W-CDMA, with all of their announced trials etc., appears to be ahead of CDMA-2000 in the 3g race. However, I think that this is largely yet another example of Qualcomm's vs Ericsson/Nokia etc PR machinery. It should be kept in mind that CDMA-2000, as an evolution from CDMAOne, will not need trials to anywhere near the same extent as W-CDMA. FWIW. Now they [Lucent] will get real competition.QCOM have good engineers but they din't have enough resources to compete on the infrastructure side. I agree completely. Clark