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

To: Leif V Singman who wrote (1845)	7/27/1998 2:09:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 5390

Leif, The reason isn't because they don't want to pay for the IPR. There's been a long history of ERICY deriding QCOM CDMA, claiming it was too compicated, that it wouldn't work etc. Now that it turns out to work, and seems to be a very desireable air interface for future generation systems, ERICY is touting itself as the inventor of the technology, and wants to establish a global universal standard which would leave CDMAone out and appears to use QCOM patents. I understand ERICY is doing what it feels it has to do protect its mkt share. It just seems to this observer that they have been less than honest and are perhaps now getting a little of what they, and you by association, deserve. dave

To: Leif V Singman who wrote (1845)	7/27/1998 8:18:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Check out Ericsson comments and Frezza [an employee and consultant] comments for why the virulence against Ericsson who also suggest they will steal IPR from Qualcomm. Theft begets virulence in the victim. Qualcomm people are confident. Ericsson people are full of themselves. Though, I hasten to add, some of my best friends [to coin a phrase] are Ericsson people. I don't mind in the least if Ericsson never buys a cdmaOne or cdma2000 licence. I'd actually prefer it, though others think Qualcomm's long run profit would be maximized by getting Ericsson onto the cdmaOne and cdma2000 bandwagon. Ericsson should have copied Nokia, an excellent company, which has hinted in the direction of stealing IPR, but since they bought a cdmaOne licence years ago, I doubt their commitment to the Ericsson W-CDMA-VW-3G-UMTI-YETIS fantasy. It will be interesting to see Ericsson's share price when Nokia buys a cdma2000 licence. If you don't know about Ericsson/Frezza claims about CDMA not working in mobile, as well as claims of Qualcomm and Irwin Jacobs as being frauds, then you are ill-informed. Go back two, three or four years and read a lot of stuff. It will help you judge your future investment in Ericsson with the CDMA world now arriving. M