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

To: Raymond who wrote (2894)	3/5/1999 4:39:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Raymond, You are obviously very new to all this stuff as you seem to think 1992 was the beginning of all this. Way back, a couple of years before that, Qualcomm had even had the forethought to include an IP stack in their systems for not only wideband, but internet access. Qualcomm had sold their CDMA technology as far back as 1989 when raising money to continue development. In August 1991 they were so far advanced that they announced they were going to have an IPO which they did in Dec 1991. By 1993, people were expecting CDMA to swamp the world, overexcitedly bidding the price up to $43 [$86 pre split] and by 1992, Ericy was no doubt in a heightened state of anxiety and developing their plans to try to hold the line. Luckily for them, Qualcomm took two years longer than expected to get IS-95 commercialized. IS-95 was being promoted by Qualcomm and of course, Ericy was involved in the standardisation process as a participant in the industry. Outvoted of course! IS-95 was promulgated and Ericy was left to deny it could or would work as suggested. Interdigital way back then was working on broader band CDMA but ending up on the WLL wagon. Are you aware that Ericy is being prosecuted in Texas for false claims about CDMA, which I assure you were not to the effect that CDMA was going to be an amazing success? I have read the internet fairly carefully since 1995 and can recall the various Ericy, Lusignan, Frezza [Ericy agent] and others' comments about CDMA prospects. I'm sure Qualcomm has hard copy of unexpurgated comments by the various parties so that when litigation is under way, they have the necessary evidence of malfeasance. It wasn't very difficult in 1992 to see a future in Wideband CDMA. The problem was to actually do something about it. Ericy has not succeeded so far. Sure, they might have been able to see that they should try to get in on the act somehow in 1992. Since they had been working with Qualcomm as far back as 1989, it is not surprising. The press release you gave is more to say they support the standards body; the wideband CDMA bit was an idle claim, a mere proposal. Perhaps you'd be so kind as to give us the patent numbers supporting this 1992 announcement. Maurice