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

To: blue_lotus who wrote (2552)	1/16/1999 6:14:00 PM
From: P2V	Respond to of 5390

neeraj, Thanks. I was only thinking of an old Fart like me, talking through his computer & 56K modem. Hmm, just looked at your profile. Just think of it -- some 40 odd years from now, somebody your age may be explaining the latest Gee Wiz technology to you. Best, Mardy.

To: blue_lotus who wrote (2552)	1/16/1999 6:56:00 PM
From: Clarksterh	Respond to of 5390

Re - Is anyone following the rumors regarding Ericy wanting to buy QCOM or part of it. Any leads on this? I would speculate that this is extremely unlikely to happen for a variety of reasons: 1) If they started a hostile takeover, it is almost certain that Qualcomm would either successfully resist, or be bought out by a white knight like Lucent. That would be Ericsson's worst nightmare since then Qualcomm would them have the same IPR, but many more resources. 2) In a hostile takeover Qualcomm management would resist, and in the process make public many of the manipulation tactics which Ericsson has used. Qualcomm has historically behaved in a very gentlemanly fashion, but in a do or die situation Qualcomm might well shine a bright light on Ericsson and their tactics towards Qualcomm and CDMA. They probably want to avoid that at all costs. (Note that I am not saying that Ericsson has done anything really illegal, but they have certainly done things which would bring their credibility into question.) Clark PS I apologize for slamming Ericsson on the Ericsson board. It isn't personal, but I think Ericsson has painted themselves into a corner by relying too much on PR, and not enough on technology in regards to CDMA.