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

To: P2V who wrote (2776)	2/12/1999 3:44:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 5390

Marden - What is so absolutely sacred about QCOM's Chip Rate ?? Simple. Backwards compatibility (although they have agreed to give it up if there are significant performance advantages in a different system) They have two goals here: 1) The altruistic goal of not leaving their old customers in the lurch. 2) The ability to sell CDMAOne systems now and say that they can be cheaply upgraded to 3g. The bigger question is what is so sacred about Ericsson's chip rate since they do not have the issue of backward compatibility. And in fact NTT has said that the Qualcomm chip rate is acceptable. Clark PS Ask yourself a question: If the Ericsson chip rate provided 1% extra Mbps/MHz, is that enough for Qualcomm to justify ripping out all the CDMAOne equipment in the world? Where did this trade occur? (10%, 1%, 0.1%, 0.01%, ...?) And that is assuming that the problem is that simple. The reality is that by going with a higher chip rate you probably have to have more filters and better amps both of which eat power and in addition the filters will probably degrade your signal. Basically the performance of the system is somewhat subjective and somewhat uncertain but the difference in chip rates probably results in performance differences that are in the noise. Thus Qualcomm has a concrete reason for their request, Ericsson does not.

To: P2V who wrote (2776)	2/12/1999 5:26:00 AM
From: Mika Kukkanen	Respond to of 5390

Ericsson expands GSM system in Slovakia An OT Comment: Just some posts I have seen recently (on the Qcom thread), I notice that some still do not understand the royalty or licensing scenario of GSM. Anyway, this is a small order...but better than no order at all. Date: Friday, February 12 1999 Ericsson and operator EuroTel Bratislava have signed a contract valued at USD 51 million (SEK 400 million) to expand EuroTel's GSM system in Slovakia. Within the contract Ericsson will deliver a turnkey solution, including base stations, base station controllers, AXE and service solutions. "Our aim is to provide customers with the highest reliability in telecom and datacom services over GSM and NMT," says Arthur Bobovnicky, President of EuroTel Bratislava. "Our overriding concern in expanding our GSM network is to retain the highest possible standards in performance. This signing is a further proof of our satisfaction with Ericsson as our main supplier of GSM technology." The co-operation with EuroTel began in 1992 when Ericsson first supplied its MINI-LINK microwave transport solutions to Slovakia. Another significant step came in 1996, when Ericsson won a contract to supply the infrastructure for EuroTel's new GSM network. GSM is the world's most widely deployed wireless communications standard. Ericsson is the global market leader in GSM, with close to half of the world's 140 million GSM subscribers connected by Ericsson systems. More than 125 operators in some 65 countries around the world rely on GSM systems from Ericsson. Ericsson is the leading provider in the new telecoms world, with communications solutions that combine telecom and datacom technologies with freedom of mobility for the user. With more than 100,000 employees in 140 countries, Ericsson simplifies communications for its customers - network operators, service providers, enterprises and consumers - the world over. FOR FURTHER INFORMATION, PLEASE CONTACT Tatiana Skrakova, Market Communications Manager, Ericsson Slovakia, s.r.o. Phone: +421 7 494 99 234; E-mail: tatiana.skrakova@sbb.ericsson.se Johan Wiklund, Ericsson Corporate Communications Phone: +46 70 560 0134; E-mail: johan.wiklund@lme.ericsson.se

To: P2V who wrote (2776)	2/13/1999 5:13:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Mardy, Qualcomm is all in favour of tests to demonstrate efficiency and they will back the efficient. So, how is the Ericy 4.something chip rate doing? Or the compromise rate etc? What they won't back is an arbitrary technical difference which simply serves to damage harmonization, convergence, synchronicity and backward compatibility. Qualcomm is putting the customer's needs first. You are quite right that Ericy doing otherwise is dumb, counter-productive and just plain bad business. The customers are the subscribers [and citizens] who pay the bills. Not a political club of GSM providers in a cartel in Europe. Maurice