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

To: Mika Kukkanen who wrote (2634)	1/25/1999 12:30:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

Safe Trip Mika ! Might also say that Qcom has admitted that they are in trouble with their Infrastructure, as well. Ericsson is no doubt taking advantage of that relative weakness. I haven't yet read the posts about Ericsson's relationship with Newbridge Networks (via their aquisition of ACC). But I believe that we should make ourselves aware of their content, while we consider the relative value of Ericsson vs Qualcom. Best, Mardy.

To: Mika Kukkanen who wrote (2634)	1/25/1999 7:39:00 PM
From: Clarksterh	Respond to of 5390

Mika - the new Qcom phone may finally be a decent phone, although they are still some what behind in the technology curve and might not be enough to save that division. First, let me explain something. CDMA is inherently much more complex than TDMA. Thus, when chips are a significant portion of your power draw you should expect that CDMA will be more power hungry. But as chips become less and less of a power draw, (and the transmitter power goes up as a proportion of total power consumption) CDMA's transmitter efficiency (Rake receivers, small noise spikes, ...) should allow CDMA to surpass GSM. Exactly when this point will happen is somewhat of an open question, but I expect parity will be reached this year (duration vs weight) and sometime next year CDMA will pass TDMA technologies. Life is hard. Given that this year they managed to significantly increase the number of units sold (unlike some companies - hint, hint), I would expect a stellar year when this happens. I certainly wouldn't expect the division to be sold except possibly as a strategic move to allow them to sell more ASIC's. Clark