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


To: Steve Morytko who wrote (1306)2/5/1998 1:41:00 AM
From: DWB  Read Replies (2) | Respond to of 5390
 
I agree Steve, I'd love to keep all of the discussion to Ericsson, and let the Can't Quite Quallifycomm people stay on their own thread as well... what I can't take is when QCOM supporters (and it's fairly obvious who they are) come in here and give us the old "Ericsson is doomed, CDMA will rule the world, sell your shares now" malarkey.

When they want to exorcise their telecom inferiority complexes, Ericsson seems to draw them like a magnet due to E's unwillingness to date to spend money on an IS-95 license from QCOM.

Again... I agree wholeheartedly with you... from now on let's just talk about Ericsson, and the QCOM people can let us wallow in our misery... ;-)

DWB



To: Steve Morytko who wrote (1306)2/6/1998 8:34:00 AM
From: Steve Morytko  Read Replies (2) | Respond to of 5390
 
Hmmm ... I think QCOM's problems may be relevant to this thread today. I guess the question is whether it's QCOM specific. I read some CC summaries on the QCOM thread which suggested they have some business problems in SEA and slowing demand for high end sets. No comments directly related to competition.

An earlier post mentioned ANAD as indicating something similar. See:

Message 3302782

Maybe some slowing growth overall?