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

To: Quincy who wrote (1395)	3/19/1998 5:32:00 PM
From: Jim Lurgio	Read Replies (1) \| Respond to of 5390

Quincy , The system that IDC demonstrated with an emergency worker sending live video from an accident scene to a hospital was done in 1994. It was in December of 1994 that Siemens licensed with IDC to develop the technology and in 1996 Samsung joined them . Now as of 03/13 Alcatel has joined the consortium. At last years Cebit show the system was demonstrated but it is this years show that is telling the world the commercial launch has taken place which means product is for sale. Texas Instruments will be making the asic's and adding improvements to the chips. Field tests will start in 1998 in Africa, Asia, North America and Europe. I'm sure much more will come out on B-CDMA during and after the show. With the press numbering 10000 at the show if they like it they will write about it.

To: Quincy who wrote (1395)	3/19/1998 9:42:00 PM
From: DWB	Respond to of 5390

I don't doubt that Interdigital may have demonstrated their B-CDMA system in the past... but this concerns Ericsson's ability to create a WCDMA system. I'm also not sure what specifications the B-CDMA system meets, but I would venture a guess that Ericsson's is the first system that meets the WCDMA specifications agreed to by ETSI. This could relate to how it interfaces to GSM heritage systems.... can't say for sure. So I see you've already reviewed the test data to be able to conclude they can't roam farther than the building... can you post a link to that information so I can read it too? Sounds a lot like the "they'll never be able to do it" stuff I was seeing earlier this year from Tom Brush, Caxton and Maurice... I imagine that same moron would be able to figure out that just because the current market for live video may be small... doesn't mean it can't grow rather quickly once the capabilities are demonstrated. I didn't have a need for the internet to buy and sell stocks or find business information a few years ago either, but I can't imagine doing it any other way now. How reliable will it be??? I guess we'll know once the test data is released... I'm sure NTT is quivering with fear.... how much market share they'll lose remains to be seen. I'm sure it will be some, but then again, GSM isn't gaining all the digital customers in the world these days either, and it's still got a heckuva lot larger installed base (and total subscribers added last year) than any other digital mobile technology (including IS95). Nobody ever said anything was over... all I said was that the siren call of "vaporware!" coming from the QCOM backers on this thread not too long ago now can be seen for what it was... so much hot air (assuming Ericsson and NTT aren't falsifying the data...conspiracy theories here we come). DWB