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

To: DaveMG who wrote (2834)	2/22/1999 1:20:00 PM
From: tero kuittinen	Read Replies (4) \| Respond to of 5390

It is a little surprising. I thought Qualcomm would never admit that Ericsson actually has a case. "Patent swap" implies that they would not charge Ericsson full licensing fees for CDMA applications. That sounds suspiciously like a compromise, something it's hard to believe will be achieved without litigation after all the acrimony It would sound plausible that GSM/IS-95 worldphone is what is driving Qualcomm's interest in GSM. But that's still a GSM phone, an area where they have no expertise. It would be interesting to see which would be a bigger challenge - Qualcomm adapting to GSM or Ericsson adapting to IS-95. Tero

To: DaveMG who wrote (2834)	2/22/1999 4:54:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

Dave , your thoughts make the most sense to me. I personally feel that Qcom should specialize in "Silicon", just as Intel does. And if they can keep their production facilities running overtime, producing GSM or TDMA devices; so much the better. And every phone / device that includes a "Q" silicon chip should boldly proclaim that fact. PS I hope you don't mind if I drop by the Q thread once in a while - I bought back into Q this morning and now hold stock in all three "handset" companies. Mardy.