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To: dougjn who wrote (15925)	10/2/1998 3:34:00 PM
From: Ruffian	Respond to of 152472

All, Spin Part 1; Finance Home - Yahoo! Message Boards Help - Edit Public Profile - Personalize - Sign Out Top:Business and Finance:Stocks:Technology:Communications Equipment:ERICY (LM Ericsson Telephone Co.) <- Previous Next -> Message 3401 of 3403 Reply PR Spin a_la_carte Oct 2 1998 3:08PM EDT << In a situation where schoolmates grow tired of being bullied, it's only natural that at some point they would gang up on the perceived bad guy. >> Well, it works both ways. I noticed that Ericsson is trying to slip EDGE under the ETSI door. Wow, how convenient. And notice too this is what the author wants the reader to feel by the time he finishes the article. Make the assertion and back it with fact, er the truth, er, spin, er "falsehoods", er .... etc. Somehow, I think Ericsson feels it's being bullied to get an IS-95 at the regular rate. So Ericsson bullies the others into making Qualcomm look like the bad guy; or at least, lauch a PR campaign to make it so..... he he << The TDMA/GSM group feels a single, backward-compatible CDMA standard such as that promoted by Qualcomm would cut into 3G advantages, dumbing down a convergent network for the sake of preserving Qualcomm's revenue stream from patent royalties and inhibiting operators' ability to deliver value-added services to customers. >> Well, there is no evidence that converged standard would be dumbed down so that value-added services could be offered. Which value-added services are these? I would have preferred a "like X, Y, Z" value added services - wouldn't that give more credence to such claims? <<However, substantial questions have arisen in the past few weeks regarding the extent of Qualcomm's patents, whether they are critical for 3G development, and just how valid they are, an issue that can only be proven in court. >> There goes the marketing machine again. It is interesting that these questions didn't surface sooner???? Narrowband vs. Wideband argument continues to be isolated from ERICY PR machine. Who wants to prove this issue in court? Ericsson does of course. Boy, it is amazing how a comparatively much smaller "soft-handoff" patent lawsuit blows up into this!!!! <<Unlike some other wireless manufacturers, Qualcomm apparently counts a single patent filed in multiple countries as many patents, a legal but confusing practice.>> If this is the point of contention, then these guys are confused. A patent is a patent. Whether it is 5 or 50, those reflect patent rights which can only be defended in court. There is no law for counting patents. But notice how this absurd point in enshrouded to prove the thesis that Qualcomm is the "bad guy". <<In addition, other manufacturers hold CDMA patents, the technology is maturing and engineers can probably design around initial proprietary technology.>> In addition to a lame assertion? In addition, so what if they hold CDMA patents - what is their relationship to the Qualcomm core portfolio - meaning are they relevant to this debate? Designing around the patents is going to be a challenge, correct? Note the usage of the word "probably". << though it's difficult to tell whether the company is engaging in hype or has something unique to offer 3G. After all, this is the company that oversold the capacity of CDMA systems. >> Well, the only company that makes a jibe like this, would be someone from Ericsson. I bet you $2000 that Judith Lockwood copy and pasted this excerpt from an Ericsson press brief. She obviously doesn't know the "history" so she got duped on that point. <<the company antagonized many in the industry by overcharging for patent royalties>> Of the 60 companies that have CDMA licensese, how many were bullied into buying a license. The only one being bullied is Ericsson, no? <<The 3G standards process is a "chance for industry to get clarity and economies of scale, and all these guys want to do is fill up their factories making handsets," said Nortel CEO Matt Desch. >> Which guys are Matt referring to? In what context was this quote taken? Obviously, taken to make Nortel appear that they think Qualcomm is the bad guy... View Replies to this Message ERICY: Quote \| Profile \| Research \| Insider This Is a Reply to: Msg 3396 by MobileKid <- Previous Next -> Message 3401 of 3403 Reply Free Real Time Quotes. Create your own club at Yahoo! Clubs Go to: Start \| Most Recent \| Message List \| Msg #: All Boards Only in this Board All Boards & Topics Authors Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright © 1994-98 Yahoo! All Rights Reserved.

To: dougjn who wrote (15925)	10/2/1998 3:35:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

All, SPIN Part 2; Finance Home - Yahoo! Message Boards Help - Edit Public Profile - Personalize - Sign Out Top:Business and Finance:Stocks:Technology:Communications Equipment:ERICY (LM Ericsson Telephone Co.) <- Previous Next -> Message 3402 of 3403 Reply PR Spin 2 a_la_carte Oct 2 1998 3:10PM EDT << Even Lucent Technologies Inc., earlier more aligned with Qualcomm, is adjusting its message to say that it will support what its carrier customers want. >> Lucent has said this all along, and at the same time, has participated in the lobbying efforts - so I don't get it. Is this another attempt to make it seem like Lucent doesn't want to be perceived as a bully? <<Some government officials are caught in the crossfire. At a dinner featuring Chinese cuisine and attended by FCC commissioners and Personal Communications Industry Association board members, Commissioner Susan Ness told fellow diners she wanted to avoid a discussion of 3G. But when the topic came up anyway, she said she would rely on advice contained in her fortune cookie message, which read, "Keep a cool head when making decisions." >> Oh yeah, didn't you know, it is all Qualcomm's fault. <<And Now, For A Lighter Moment ...>> Oh, this situation is so bad, that anything else, yes, an outgoing DJ, is much more relieving to talk about, than all the pain that Qualcomm has caused. Whoever wrote this for Judith was one smart cookie. I conclude that a $100K, six month stint to orchestrate a $5 million PR campaign to "set the record straight" and identify what really going on here ... is a tempting offer. ;-) Jim ERICY: Quote \| Profile \| Research \| Insider This Is a Reply to: Msg 3401 by a_la_carte <- Previous Next -> Message 3402 of 3403 Reply Stock Price Alerts. Buddy Lists. Instant Messages. Get It Here! Create your own club at Yahoo! Clubs Go to: Start \| Most Recent \| Message List \| Msg #: All Boards Only in this Board All Boards & Topics Authors Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright © 1994-98 Yahoo! All Rights Reserved.

To: dougjn who wrote (15925)	10/2/1998 3:49:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 152472

Doug, My question still is how you increase inflation in environment Japan is in right now without completely upsetting the system. Under normal circumstances, increase in money supply at rate higher than increase of output at first fools people and increases output, and in the long run causes inflation (which for years we tried to prevent). In short, unreasonable increase of money supply lead to inflation. But this rests on many assumptions, like velocity of money (it's been years since my econ 101, correct me if I am wrong here), the fact that banks would lend the new money out, keeping only required reserves (over and over to create the multiplier effect) and a somewhat closed system. But some of these assumptions don't hold. Banks are not lending the money. The system is not closed, because you have a valve to outside world which causes money to escape the Japanese system and inflate US Treasuries instead. You kind on need people to bid up prices of things, or some kind of scarcity, or lack of supply to fuel the inflation cycle. All those things are absent in Japan. Joe

To: dougjn who wrote (15925)	10/2/1998 3:56:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Doug - OT - Re: Japanese inflating themselves out of their mess. In order to inflate themselves out of it, they need some way to make their yen get put into circulation. I can see only two ways of doing that, and neither looks very workable: 1) Lower their interest rates enough to encourage people to borrow. The problem is that everyone is worried about the economy and doesn't want to be saddled with any more debt (nor do the banks want to lend, for the same reason). Undoubtedly there is a rate at which they could get people to take their money, but it looks like it would involve negative rates. 2) Massive government spending. The problem with this is that governments are so bad at spending money efficiently. This would probably just exacerbate future problems. The solution, IMVHO, is to restore confidence by cleaning up the worst banks (the worst 10%?) and rescuing all the others. How do you think the government could actually get more yen into circulation? Clark