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

To: gdichaz who wrote (214)	7/26/1999 12:10:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 13582

<<Perhaps, just perhaps, Ericsson is serious re CDMAOne and CDMA2000. Commend this link to Ericsson itself to your and others attention. Remain skeptical of course, but curious what you and others might think. Could Ericsson really be promoting CDMA?>> Chaz: Your skepticism is well rooted but it appears that Ericy is making the turn. Seems to make sense that they would slowly come around like the big tanker ship of an organization that they are. They have never acted nimbly. The easing into CDMA will allow them to get onboard in a more dignified, face saving manner; albeit less profitable in the short term. (Next capitulation will be AT&T - thinking positive.) But until I see evidence to the contrary, I'm believing that Ericy opening the curtain on CDMA is for real. Comments?

To: gdichaz who wrote (214)	7/26/1999 2:07:00 PM
From: quidditch	Read Replies (1) \| Respond to of 13582

ERICY and CDMA: Old dogs and new tricks. Echoing Tim A.'s earlier response to you, perhaps the way to look at the answer to your question is the following: What does E have to gain by a continuing stonewall vs. CDMA; what does it have to lose?...in light of the following observations: E's recent quarterly results have been poor, putting managment under tremendous pressure to turn operations around for the better. E has lost market share to NOK, MOT. With CDMA, arguably, the fastest growing wireless technology, why not hitch one's wagon to the CDMA horse to try to get, at least, top-line growth? If W-CDMA is going to be longer to market than CDMA 2000 (notwithstanding all those optimistic sounding operator tests of a month ago by VOD with E), or if W-CDMA is indeed "vaporware", and with E's position of supplier of first (or second or...) resort for GSM operators in the bag, how does it hurt E to wave the CDMA banner? If CDMA 2000 is the 3G technology of choice, why not extol? With the cheap price paid for the Q's infrastructure business, a little return on CDMA would yield large ROI and ROE for the investment, thereby making management look smart. Agree that Clark's observation is applicable: under the banner of new (ne old) management, E can change its PR stripes. FWIW. Best regards. Steve

To: gdichaz who wrote (214)	7/26/1999 7:51:00 PM
From: DaveMG	Respond to of 13582

Chaz Perhaps, just perhaps, Ericsson is serious re CDMAOne and CDMA2000. Remain skeptical of course, but curious what you and others might think. Could Ericsson really be promoting CDMA? Even though things at ERICY often aren't what they seem, isn't it a bit farfetched to conclude that they humbled themselves before the industry, agreed to pay "normal" royalty rates, to promote a single multi- mode standard backwardly compatible with GSM-MAP and IS95, and set in motion the events that have turned Q into a company with a 30bil mkt cap, all because they want to trash CDMAone/2000? The announcement that they'll use Q ASICs is yet another indication of an expanding relationship. Engineer tells us that the fact that they're getting a CDMA phone out as quickly as they are is a testament to Q/ERICY cooperation. Throw in Globalstar. Unfortunately for us perhaps, the partner seems ready to veer off the curve and over the edge at any moment. So far unmentioned in the current discussion however is the liklihood that VWCDMA40 will look a lot more like CDMA2000 than it would have without this "partnership", which should be good for dear Q. Dave PS..Nice thread..necessity is the mother of....