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To: Uncle Frank who wrote (38388)	1/25/2001 8:56:31 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: QCOM: Ericsson & cdma2000 (Value Chain) To date Ericsson has been a somewhat passive member of Qualcomm's value chain which is surprising since they purchased Qualcomm's infrastructure unit in March 1999. It should be noted however that Ericsson and Qualcomm seem closely allied in 3GPP2 standardization efforts, while Nokia and Motorola seem closely aligned on a parallel cdma track ... at least that's my observation. Positive news however, here .... Message 15240160 This particular clip is interesting (and not surprising to me): >> [Ericsson's] "Results so far were described as encouraging with data rates reaching the required 2.4 Mbps and voice capacity 60% increase on IS-95 systems. Ericsson was keen to stress that the voice capacity increase is a cloudy issue, whilst cdma2000 1x boasts a 100% increase, CDMA itself as a technology claims to have no capacity limit. In reality the network set-up, configuration and component efficiency all contribute to this. Hester indicated that it would be much easier to reach 100% capacity increase out of a poorly set up cdmaOne network than one that is running at its optimum." << This is probably realistic and not at all shabby. Assuming that a cdmaOne network is (on average) 3x as efficient as a GSM network (voice capacity, not data) and voice capacity can be increased 60%, cdma 1xMC can theoretically offer almost a 5x voice capacity advantage over GSM. The GSM network has to make a W-CDMA migration (and associated spectrum migration) to get to that capacity or beyond. Advantage CDMA (whatever flavor). - Eric -

To: Uncle Frank who wrote (38388)	1/27/2001 11:30:37 AM
From: hueyone	Respond to of 54805

re:I think ssti may have their own problems, and didn't want to announce them on a day when sndk will have already dragged down the sector. I doubt SST would delay the earnings announcement for a week simply because they did not want to present a bad report close to Sandisk's bad report. Bad news does not get better with age. Apparently a lot of people, like the Street.com analyst below, have decided SST's problem is they can't close the books fast enough on a busy quarter/year and are using the current SST price weakness as an opportunity to increase their SST holdings. The writer also suggests that with such low expectations already built in to the price of the stock, any kind of a decent report at all may be a reason to rally. Finally, he believes SST is in a better position than Sandisk. As for me, I find the entire episode quite disconcerting, but I am still nervously holding. thestreet.com subscribers only Don Luskin Silicon Storage 1/25/01 10:44 AM ET Silicon Storage (SSTI) is getting crushed today -- partly sympathy with Sandisk's disappointment, and partly because they've announced delay in reporting. Our analyst Matt Hougan called their CFO, Jeff Garon, this morning. Garon was brusk, but we interepret his remarks as encouraging. To closely paraphrase, he said "You just have to take it at face value... no contracts to finalize, we just have a lot of numbers to crunch and we want to make sure we get it right. Any way you look at it, this was the busiest quarter and year in SSTI's history, and we just have a lot of numbers to crunch." We think they're in a better position than Sandisk, and we take Garon's remarks at face value. It hurts to have a position down 20%, but we're taking the opportunity to buy more here. We've learned this earnings season that reports are well received when the expectations are set the lowest to begin with. This should just about do that, eh?