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To: Eric L who wrote (6213)7/29/2009 4:17:23 AM
From: henry8  Read Replies (2) | Respond to of 9255
 
Eric L.,

You appear to be an intelligent, articulate and knowledgeable person so I'll ignore your previously provocative comments to discuss wireless.

Before the disappearance of Nortel, I would have only partially agreed with your observations about the CDMA infrastructure market. But now that Nortel is gone -- and worse, its CDMA assets acquired by Ericsson -- I would have to agree with your more pessimistic evaluation of the CDMA infrastructure market. The future viability of CDMA operators is now in question, in my opinion. The fact Qualcomm allowed Nortel's CDMA assets to be acquired by Ericsson should be sounding alarm bells at every CDMA operator. This is a seismic shift in the CDMA infrastructure market and a very bad one. It is now a choice between Paul Jacobs staying at Qualcomm or CDMA operators going down the proverbial tubes.

Some people may feel the wireless wars ended in the 1990s, but they never really ended, they just became more subtle and covert. Ericsson's acquisition of Nortel's CDMA assets is just the latest act in this conflict.

I hope CDMA operators see the peril they face and, as you said, don't hide their heads in the sand.