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Technology Stocks : Brightpoint - CELL -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (773)	8/13/1998 5:34:00 PM
From: Brian Lempel	Read Replies (1) \| Respond to of 1999

"If CDMA turns out to be the next generation standard..." CDMA already is the next generation standard. Even ERICY admits this in its W-CDMA implementation for the 3G standard. However, it is trying to give its technology the edge by not making its W-CDMA compatible with QCOM's CDMA-one. The only problem here is that they don't even have the patents from QCOm to do so. QCOm owns the IPR's, so do you really think they will let ERICY bastardize their technology? ERICY will have to move forward on QCOM's terms. Meanwhile, they are trying to tie the whole process up in court to give GSM a little more time. The court battles and government bickerings through the CDG and ETSI are also aimed at dissuading potential customers from buying CDMA-one equipment in fear that it will not be supported in the 3G standard. But what you must realize is that by not licensing the patents, they are severely limiting their development time for CDMA based products. If you look at MOT, they had huge trouble with the technology, and still have not brought a CDMA phone to market. Brian P.S. CREAF trading AT book value. 9 3/8 ($9.31 b/v w/ $4.50 in cash). They are expected to earn $2.18 next year vs. $1.96 this year (ended June '98).