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

To: Sawtooth who wrote (2847)	2/24/1999 11:49:00 AM
From: P2V	Respond to of 5390

Tim, Although this may aid Ericy's negotiating point, I suspect that China is looking after it's own interests. And that they (the Chinese) are preparing to flood the market with low priced (cheap?) GSM phones, and would be foolish to undermine that effort with a change from a GSM infrastructure. Seems to me that when the spectrum around their major cities becomes saturated, then they will have to decide whether to opt for another supplemental GSM overlay, or a CDMA solution of some sort. I have reviewed "The GSM-CDMA Economic Study, Executive Summary", by Anderson consulting; which presents this potential problem. I lost the link to this study, but I believe that I found it on the Qualcom thread. Best, Mardy.