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

To: scots40 who wrote (4655)	4/18/2001 9:40:07 PM
From: Puck	Read Replies (1) \| Respond to of 5390

What if, after becoming dependent on Qualcomm, Qualcomm then at some future time decided to stop supplying them, for whatever reason. Relying on a single supplier, as they did with Phillips for LCD displays, has burned them severely in the past. Also, suppose that after becoming completely dependent on Qualcomm, Qualcomm increased the prices of its chipsets to a degree that Ericsson found unacceptable. Becoming mortally dependent on a single supplier without other viable options entails unacceptable business risks, which should be obvious to you.

To: scots40 who wrote (4655)	4/19/2001 9:04:22 AM
From: Mika Kukkanen	Read Replies (4) \| Respond to of 5390

scots40: The chip you talk about is only a small component of a 'handset', although for basic functionality (i.e., communication) the most important. Take the blinkers off and look at the possible overall functionality of future terminals and hence the need for feasibility studies and joint development. As for any deal with Sony: This maybe news but the idea of third party suppliers was discussed as a possible strategy for 3G terminals some 2 years ago. Couldn't agree more with it. I loved the NEC 3G terminals on interactive display at Telecom 99 in Geneva.