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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (97)	7/23/1999 7:04:00 PM
From: Robert Sheldon	Respond to of 13582

Is the missing link the Q's software know-how which Ericsson may not wish to license or the Q does not wish Ericsson to have? Any ideas on this? Curious. I believe that you folks (unfortunately, I have not been around long enough to be included in a generalization) have given ERICY too much credit. I bet we are just now finding out the disarray that management is dealing with across the pond. ERICY is as close to its knees as I have seen it in the past decade. The delay is just more evidence of the decline of this former giant. All ERICY's court antics were in simple jest.

To: gdichaz who wrote (97)	7/23/1999 7:28:00 PM
From: Ramsey Su	Read Replies (4) \| Respond to of 13582

Chaz, don't forget that QCOM is now producing the 6th generation of ASICs while ERCIY is starting at ground zero. Nokia had a lot of problems with their chipset to start with while MOT fumbled with delays after delays. It seems to me that it would have taken a miracle for ERICY to produce a workable CDMA handset by spring of next year with their own chipset. Ramsey

To: gdichaz who wrote (97)	7/24/1999 1:52:00 AM
From: engineer	Read Replies (3) \| Respond to of 13582

If I had a completed phone designed and together today, it would take approximately 6 months to get it to market. First I have to get a production line running and qualify this. this takes a minimum of 3 months, even with the walk on water type guys (mike432 types!!), then it takes at the very least 3 months to go through a vendor qualification routine. This involves alot of drive testing, voice quality, network respones testing, and a very formal checklist. Once this is performed, you need to then go back make changes to the production line testing proceedures and then ramp up enough to do the initial stocking of the carriers shelves, which can take anywhere from 10k to 50k phones. This is actually VERY quick for them to build a phone and shows that there is a high degree of cooperation between Qualcomm and ERICY on this.