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: Leif V Singman who wrote (1870)	7/28/1998 5:40:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 5390

Leif, "It seems to have been merely a difference of opinion and at the time, I wonder if Ericsson was not right. " That's a rather naive analysis of the situation. Ericsson stood to lose billions and there was an extensive effort to stop cdma gaining a foothold. Ericsson was not right - cdmaOne works better than any other system. None of the systems hit the road with no bugs. They all have technical and marketing bugs. Development is a long and arduous road, always under construction. As Ericsson has lately found to their dismay with the enormous success of Nokia. Motorola in tatters. Don't you think the "Succumbing to Techno-Seduction" title to be suggesting motives other than promoting a new technology on the part of Qualcomm? Let alone the direct claims of fraud, which were proven false you should know. Also, your approach to IPR needs attention. The fact that Motorola and others have made claims against Qualcomm's IPR and Interdigital even pried many millions out of them doesn't mean that the claims are valid. Claims pursued will be tested in courts and political power. Where there's smoke, there is not necessarily fire. Contrary to popular myth. Your gratuitous suggestion that I depart this thread is rejected. These are not idolatory clubs for religious mania. They are discussion, point of view, fact and argument places to help investors. Ericsson is, to me, an amoral organisation, out to misappropriate Qualcomm's IPR. They deserve the contempt and failure which might well follow that behaviour. Maybe that isn't a popular line with Ericsson investors. Maurice

To: Leif V Singman who wrote (1870)	7/28/1998 6:26:00 PM
From: Peter J Hudson	Read Replies (1) \| Respond to of 5390

Leif, The fact remains that Ericsson is the only major wireless manufacturer that has not purchased a CDMA-one license. CDMA is growing rapidly and Ericusson is losing handset market share. It is understandable that Ericsson didn't want a competing standard, but the Ericsson bad mouthing of Qualcomm & CDMA was so severe that Qualcomm filed suit to make them stop. I've owned both Ericsson and Qualcomm. The reason Qualcomm investors resent Ericcson is that we invested in a small startup company rolling out a new technology, a very risky investment, but huge upside potential and Ericsson was doing all they could to make sure they didn't succeed. When a company is trying to ruin your investment it is an emotional thing. All Ericsson stood to lose was some market share, Qualcomm was fighting for survival. Qualcomm did survive and I believe they will prevail in the 3G battle also. Hope Ericsson shares make a strong comeback.