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 : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (8183)	12/6/1997 11:50:00 PM
From: Gary L Schultz	Respond to of 25814

Mike, Thanks. That's exactly what I believe. ERICY's insistence on GSM was in retrospect the death knell for them IMO. CDMA has so much more bandwidth, and according to QCOM, they are developing a CDMA system that will be transparent (ie work with) GSM. IMO, no one in the world will deploy large GSM systems in the future. I wouldn't include Nokia in the list however, they only manufacture the phones. NT, LU, MOT and QCOM are the real threats. I work for NT. I liked your comment about the RBOC's. Over the last year or so, actually since telecom 96, the IOC's are the ones leading the implementation of new technology. The RBOC's find themselves in the unenviable postion of having to protect their market share to the extent that they are basically in a state of inaction. Still, they are a force to be treated with respect. Regards, Gary

To: JMD who wrote (8183)	12/7/1997 12:13:00 AM
From: Gary L Schultz	Read Replies (1) \| Respond to of 25814

Mike and All, Interesting news tidbit on Telecom AM that reinforces what Mike has said: --Company News-- ERICSSON TO CUT ANOTHER 10,000 JOBS IN NEXT TWO YEARS Ericsson confirmed it will cut 10,000 more jobs in its Infocom division over the next two years as part of a restructuring plan begun in 1995. The company said it already has cut 10,000 jobs to improve what it said was unsatisfactory profitability caused by increased competition, deregulation and technical development. The affected division includes the former public telecom and business network areas as well as activities pertaining to radio access to fixed wireless networks. Sorry if this off-subject stuff disturbs anyone. I apologize in advance. Gary