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

To: DWB who wrote (1861)	7/28/1998 11:08:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 5390

The practical point is not to rehash the past but look to the future. There the question is what will happen in Europe? Will the CDMA overlay which Qualcomm and Vodaphone developed be permitted in the next year or two? What form will the 3rd generation of wireless take - W CDMA, CDMA 2000, or some variation? In particular, will more than one standard be permitted or will a converged standard emerge? Outside of Europe it seems pretty clear the GSM and CDMA will continue to build. And probably at least one approach which is backward compatible with CDMA One (developed by Qualcomm) will be adopted. The question is whether W CDMA or some other non compatible CDMA One standard for the 3rd generation will also emerge for the world outside Europe. Only time will tell. Comments?

To: DWB who wrote (1861)	7/28/1998 11:21:00 AM
From: DMaA	Read Replies (1) \| Respond to of 5390

To paraphrase Sonny Corleone "DaveMG is taking this personally. It's just business and he's taking it very very personally."

To: DWB who wrote (1861)	7/28/1998 3:46:00 PM
From: Leif V Singman	Read Replies (2) \| Respond to of 5390

Daniel, Thanks for the background information. It was helpful. I did read one article by Bill Frezza, (Succumbing to Techno- Seduction) but could find nothing to warrant the attacks on Ericsson by some of the Qualcomm posters. It seems to have been merely a difference of opinion and at the time, I wonder if Ericsson was not right. CDMA did not have all the kinks worked out and should not have been offered commercially until they had. The complaints of Qualcomm's Korean customers indicate that this was true according to one article I read. Ericsson preferred to offer their customers a proven system. Incidentally, one customer also commented on Qualcomm exclusive claim to CDMA. "Qualcomm invented an engine, not the airplane." The fact that Qualcomm also has patent disputes with other telecommunications companies, eg Motorola, indicates that the rest of the world does not share Qualcomm's views. Leif