Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (38433)	8/21/1999 12:54:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 152472

Another interesting angle to ponder re: Who will Ericy sell CDMA infra to? From Gregg Powers' post #331 on "new" qcom thread (my bold): Presumably, given its recent acquisition, Ericsson also intends to sell CDMA infrastructure. The latter observation makes me ponder what I call the "power of incumbency". Wireless operators are loathe to switch from their prime contractor; this reticence helped keep Motorola in the CDMA business for three long years while the company struggled to stabilize its hardware. The same reticence suggests to me that Ericsson will be hard pressed to displace existing CDMA network vendors from their current customers. So, to whom does Ericsson expect to sell CDMA infrastructure? Well, there are a number of GSM/TDMA centric Ericsson customers in the US and worldwide that might just consider a trial network or two or three or.... Have you considered this possibility and its economic implications?