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

To: Raymond who wrote (2901)	3/6/1999 9:37:00 AM
From: Caxton Rhodes	Respond to of 5390

Raymond- Check Chris Reeder's or qdog's old posts for the lists of q a ericy patents, then dump ericy on Monday and buy the q. Simple enough. Regarding ASICs, you should read the Meryll Lynch Report posted a few days back. Q is Dominant with the ASICs. That is with a capital D. Caxton

To: Raymond who wrote (2901)	3/6/1999 10:28:00 AM
From: marginmike	Respond to of 5390

Raymond, I am both an ericy shareholder and a Qcom shareholder. I admit maurice is long winded(we still love him). However you are arguing a weak position. There are No companies shipping asics comparable to Qcom's. The liscensee's all have bumbled their attempts, including MOT, NOK.a and others. The only neutral party to study the WCDMA Qcom patent issue were the Japenese phone companies. Whom stated that WCDMA indeed involved Qcom patent's. The fact is obvious that to some degree WCDMA involves Qcom patents. Why else would Ericy be negotiating with Qcom? What does ETSI need from Qcom, if not for their IPR's? If WCDMA had its own technology ericy would never negotiate, because they would have nothing to gain. This is simple common sence. If you do not seee this you are being pig headed. Furthermore CDMA2000 is already finished. BAM will start upgrading next year. If Ericy is still two years away they have a big time disadvantage. This in light of an open 3g standard they will get clobbered. As for Ericy's patent's I sugest you read the patents Ericy is trying to say relate to CDMA. If you are objective you will see the truth. This is all irrelevent because a deal is baisicly done, and Ericy and Qcom will become partners in promoting a new 3G standard based on Qcom's CDMA. If not Ill be eating my monitor. So can we all just bury the hatchet and deal with the new coming reality. Hey we fOught Germany twice in a century, and now we are best buddies!

To: Raymond who wrote (2901)	3/6/1999 1:56:00 PM
From: Maurice Winn	Respond to of 5390

Raymond, you see why I call Ericy3G vapour-wear? The King isn't wearing any clothes. A year or two back, Qdog hunted down the patents and Q! has got lots of patents directly and only related to functionality of CDMA in cellphones. Ericy has not many at all and not a portfolio sufficient to make a cellphone work in the manner to which people have become accustomed. The patents being disputed in Texas are not related to CDMA. You really don't need to be an electronics genius to understand that though your average juror would struggle with it and fail to 'get it'. Of course the words; base station, handoff, frequency, wireless, handset, and so on do occur in each patent, which would be sufficient to totally bamboozle most people and lead them to think; "Hay! These patents have got nothing to do with Big Macs [TM] so they must both be those cellphone thingies and Ericy had a patent before Qualcomm so it must be Ericy's. Anyway, Ericy hire a lot of people in Texas whereas Q! is that bunch of Queers from Qalifornia. The Ericy lawyer is a decent guy too come to think of it." Sure, other companies know how to do ASICs and I'm sure they'll come up with some good ones for various purposes. Q! licensed them so that they could enter the market and give customers some choices which increasing the portfolio of technology available based on Q! inventions while bringing billions more capital and R&D into the CDMA orbit. So far though, Q! is running away with it! It was suggested to me that Ericy might not have spectrum for their much vaunted trials and are using simulated air interfaces. This is what was suggested to me: ...I doubt that the tests involve an air interface to any great extent. As far as I know they have no spectrum available to perform any realistic CDMA trials, and I can't imagine that they could or would even want to perform realistic trials at this time at operator facilities. On the other hand, they can do quite a bit of meaningful tests and demonstrations of the control segment and network-network interfaces. They can do that with a simulated [probably idealized] air interface. ---------------------------------------------------- Does anybody have any information about the Ericy VW40 demonstration trials which seem to me to be presented as 'near commercial'? Maurice