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

To: P2V who wrote (3107)	4/8/1999 10:59:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 5390

I have not heard from anywhere that the cdma overaly is required or even a considered option, hence the further orders (unfortunately mainly for Nokia of late) for GSM network expansion. The executive summary of that report, Mardy, was clarified by Qualcomm, and since then Andersson issued a release saying that the report was being misrepresented (I wonder by whom?). The Vodafone trial was just a trial and was (note was) a long, long way away from commercial reality. I loved the Forward report that stated Ericsson will now be able to compete with Nokia with infrastructure (where do these analysts come from...oh heck...I forgot............ Maurice: I would have thought that Ericsson would concentrate on cdma2000 rather than cdmaOne, also the engineers (if still there) do have a lot of experience of cdma, no matter what flavour and so would ensure speedier time to market with either WCDMA or cdma2000. This is why I said that they didn't mention that they would promote IS-95, of course if the opportunity arises they will sell it (hence would agree let's see what happens in China).

To: P2V who wrote (3107)	4/8/1999 11:33:00 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 5390

Mardy- I should clarify, GSM (without cdma overlays) are toast. Our product wouldn't be very successful if it couldn't help the lame technologies limp along too. Why build a greenfield GSM/CDMA network if a pure cdma network is more cost effective and is compatible with your existing cdma overlaid system? GSM overlays are cdma, nuff said. in the coverage-driven situation, a "GSM-CDMA" solution brings relatively minor cost benefits (approximately 10% for 13kb/s and 30% for 8kb/s for the total CapEx +OpEX) as compared to a "GSM" solution over the 2000 - 2005 period." Wow! cdma increase coverage too, I didn't know that. Note other items in the report say : In capacity-driven situation a GSM-CDMA solution yields substantial cost savings when compared to the proposed GSM solutions. This is what it is all about. and in "greenfield" network scenario, the "GSM-CDMA" solution brings significant spectrum savings. Unfortunately for GSM, not as much as cdmaOne. Sorry, Caxton. I rather doubt that GSM will be burnt toast for well into the next century. CDMA Overlays will in fact, enable GSM to continue on. Lucky for the bad guys that we are bailing out this Stone Age technology. Its good for you that Qualcomm feels sorry for all those customers that were fooled by ericy, nokia, and AT&T. Caxton