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

To: DWB who wrote (1317)	2/8/1998 7:26:00 PM
From: DWB	Read Replies (1) \| Respond to of 5390

To make up for that last off topic post... here's a business week article that gives us an insight into the new CEO... businessweek.com DWB

To: DWB who wrote (1317)	2/9/1998 1:42:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 5390

Daniel- The question remains, when or if ericy will get in the cdma game and how much will a license from qcom cost (even if only w-cdma related). As I said this is the year we see how much of the market cdma takes. Maybe the world (mostly GSM) will stick with GSM and wait for w-cdma in three years, or maybe they'll be buying from Nokia, LU, and Mot, with cdma licenses already. With all that dough ericy has, maybe they buy qcom, then what would we do? Qcom has gone up agianst the big boys of GSM, in a techno superiority war, and they may not win. Within two weeks we should find out some idea of how much qcom IPRs are worth. Royalties weren't reduced by the way, royalty income has been. An ericy license deal should help. Caxton