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

To: llwk7051@aol.com who wrote (1964)	9/28/1999 12:45:00 PM
From: Bux	Read Replies (1) \| Respond to of 13582

Very interesting article. It doesn't take much reading between the lines to see CDMA is becoming the driver of growth in wireless. I especially like this part: ''The picture in China has changed since six months ago,' Dahlin said, adding that the Chinese were not spending on mobile infrastructure as Ericsson had expected earlier this year. ''There won't be much growth in China this year,' he said. He said internal changes in China were affecting growth. But he said sales could be better next year as investments return. It seems Ericy was hoping to keep their TDMA based franchises strong by pulling the wool over the Chinese's eyes but they didn't buy it. Now they have to try to provide them with CDMA equipment. At least that's how I read it in conjunction with other recent news. Bux