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


To: Justin Curran who wrote (2982)3/23/1999 1:16:00 PM
From: Ruffian  Read Replies (1) | Respond to of 5390
 
Good Post By Good Man>

Looks as if ERICY is ready to make a move
by: acurious1td
16017 of 16019
If you notice all of ERICYs new aquisitions you can see that
ERICY is positioning themselves for a quick move on Infra equipment. Since they are now taking the position of
CDMA as their new wireless vehicle, this can potentially mean that:

ERICY will be proposing CDMA airlink in GSM areaas that are capacity starved (Europe)

ERICY will be CDMA as an alternative in regions that had previously decided to use GSM and now are
extreemly concerned about viability of GSM system, and would like to change there minds to a CDMA air
interface.

ERICY will start a worldwide promotion of CDMA airlink over GSM Infra.

All of these moves are positve in QCOM for increased IPR revenue and potential new handset manufacturing.
(remember QCOM is the only manufacturer who has ever built a CDMA\GSM handset (vodofone trials))

IMHO. I thought it was going to be a cold day in hell when ERICY would kneel down and beg for forgiveness
about NEVER wanting to support CDMA. It is interesting how ERICY now says "CDMA is the future of
wireless".

I guess we all need to get on our snowshoes.