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

To: Maurice Winn who wrote (3596)	8/12/1999 1:57:00 AM
From: moat	Read Replies (1) \| Respond to of 5390

Maurice, You and others might have addressed this before. Could you explain to me what G3 means to Europe (i.e. existing GSM networks) in your mind? Is it a given that CDMA will be the air interface for G3? Is it a given that existing GSM networks will migrate to G3 with the CDMA air interface? Is it a given that we'll have G3? What really happened with the E! & Q! deal, and G3? How do you see Europe/CDMA/G3 unfold? What are the possibilities and time-frame? Sorry if this may seem like a silly (basic) question to you, but I am having a hard time with the fundamentals of the deal E and Q made, and what it really means. Thanks in advance.

To: Maurice Winn who wrote (3596)	8/12/1999 11:03:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 5390

Maurice: I suppose Ericsson were not in the running because Qualcomm weren't when initial tenders went out. The infra division just wasn't up to speed and probably wont be for a while. Maybe you seem to think that Qualcomm were in the running for other orders, unfortunately for them they weren't which is one of the reasons that it was such a drag on Qcom....dare I say bad management? I would also hazard a guess that one of the main focuses at present is migrating present IS-95 networks to cdma2000. It is a question of investment to return..how many more 2G networks are likely to be deployed over the next few years? Then compare to the chances of 3G networks. China of course could change the above sentiment some what. However things there have yet to get moving. Mika PS Have you any URL to source Tele NZ info on tenders?

To: Maurice Winn who wrote (3596)	8/12/1999 1:46:00 PM
From: elmatador	Respond to of 5390

My two cents on this one: There are cases in which a vendor, ERICY, LU or ALA, do not go into a deal because the customer needs vendor financing. It can be risky, it doesn't have enough money etc. Another point: I think the newer generation networks is interesting for ERICY because they will continue selling those 26% of the worlds mobile infrastructure market. Helping the mobile operator to leverage its infrastructure to charge more from his users. This is necessary since the revenue per subscriber is dropping fast. Mopbile operator need to increase 'content' transported over their networks. New Generation mobile fit in there. Anything over the air interface if does the job is good enough.(Hey Mika I talk wireless as well!) You need today to bundle together NOK and MOT to get that 26% market share.