SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Ruffian who wrote (24335)3/17/1999 3:33:00 PM
From: Maurice Winn  Respond to of 152472
 
*Ericy/Q! deal* My guess is that they have formed a deal and part of the deal is to have the Brazilian ITU meeting accept the plan for WWeb. If the ITU agree, then it will be time to announce. Then everyone can go away beating their chest and get on with overlaying GSM, installing cdmaOne in China and everywhere, getting WWeb ready. The ITU will be able to organize the next WWeb jamboree. Ericy will be in business again. China will race off to the future on the back of cdmaOne and overlaid GSM with WWeb soon enough. NTT will be building. Singapore will order their cdmaOne once they know what is happening.

Ericy is wanting to give a quote to Telecom New Zealand for cdmaOne overlay of analogue so the marketers will have it all drawn up, but can't offer it until they have an infrastructure deal agreed. They'll be sweating because Lucent, Motorola, Samsung and others will already have their quotes on the table and there might be no compelling reason to wait for Ericy to get their act together. Ericy is under big pressure, make no mistake.

I don't believe either Q! or Ericy benefit from delays now. Unless they simply can't agree a meeting point on value. Which is possible.

Mqurice