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

To: Maurice Winn who wrote (3607)	8/12/1999 8:02:00 PM
From: moat	Read Replies (1) \| Respond to of 5390

History Lesson Thank you for the response Maurice. I hear you loud and clear, I just am having a hard time believing my own eyes (and it has been several months since the E deal), I am a slow learner. This story is just so incredible. We're talking possibly $10 billion of earnings per year a few years out. Let me followup with what might seem like a silly question to you: Why are you so convinced that European GSM operators will adopt 3G and its CDMA air interface? What can go wrong? Why can't they just keep on improving GSM (TDMA)? You see, my conviction level is not high enough because my knowledge of history is limited. Explain to me why Ericsson was forced to look at CDMA in the first place? Explain to me what went on with the standards setting bodies? Was it because operators finally demanded CDMA? Did operators (in Europe and around the world) understand that TDMA was going to be too expensive (and provide lower quality of service) going forward compared to CDMA? Ericsson had no choice? I would appreciate it if you could give me a history lesson. I do understand that CDMA is the better technology both in terms of capacity and quality of service. You don't need to explain that. I am most interested in the history of events leading up the the E deal. Also, what was the matter with AT&T over the years? They just didn't understand CDMA (vs. TDMA) with all those Bell Labs PhDs? (LU was still part of AT&T in those years) Eventually, wouldn't AT&T Wireless be forced to adopt CDMA too? Does the market see this? (see GG's article in ASAP this month regarding AT&T) Please give me a history lesson. Thank you in advance.