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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: Joseph E. Caiazzo who wrote (3347)	5/3/1998 7:59:00 PM
From: Linda Kaplan	Read Replies (1) \| Respond to of 6565

Joe: We haven't chatted about this for a while. What do you think? Does 23 this week seem realistic, or do you think it will moosh around between 20 and 22 for a long while longer? Linda

To: Joseph E. Caiazzo who wrote (3347)	5/4/1998 1:23:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 6565

Joe - If there is one company that is unlikely to be using the new CDMA chip in volume it is Ericsson. There are only two CDMA systems in wide production (CDMAOne and to a much lesser extent, B-CDMA) and Ericsson is not on either team. In fact they are currently engaged in a game of corporate chicken with Qualcomm (the primary inventor of CDMAOne) over CDMA. And as far as I know the only CDMA chips that VLSI is working on are for CDMAOne. Clark PS A small note. Ericsson recently purchased a company that is making handsets for Globalstar, which is CDMA. So, in that sense they might be using some chips, but it is unlikely to be many since it is exclusively for G*.