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


To: quidditch who wrote (6192)2/3/2000 6:52:00 PM
From: quidditch  Read Replies (1) | Respond to of 13582
 
Reported that VOD and Mannessmann agree to a "merger" eom



To: quidditch who wrote (6192)2/3/2000 8:13:00 PM
From: Kayaker  Respond to of 13582
 
This also is a positive for Ericsson, because, as The StreetAdvisor mentioned February 1, it benefits from the infrastructure sales, each time CDMA is deployed.

Steve/Anybody, I zapped a note to StreetAdvisor about Kenneth's last article where he also mentioned the above. No response. (See last 2 paragraphs).

beta.siliconinvestor.com

His statement there: "In addition, how come no one ever talks about the fact that Ericsson wins every time Qualcomm wins? Everyone seems to have conveniently forgotten that Ericsson purchased the base station business from Qualcomm and that these are a basic requirement every time Qualcomm wins a competition to use their chipsets."

As I understand it, many companies (eg, NT, LU, MOT) make CDMA base stations. Is his statement BS or have I missed something? I can't recall a single media article that gets it right.