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

To: w molloy who wrote (3241)	5/21/1999 7:07:00 PM
From: polarisnh	Respond to of 5390

w molloy, You have to remember that GSM is the predominant cellular technology every where expect the good old U.S. of A. I wouldn't expect anything less at this point in time. Of course, this could change as new breakthroughs come about. Cheers, Steve

To: w molloy who wrote (3241)	5/21/1999 10:27:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

I believe it. WCDMA (or whatever it will be called) is expected to peacefully coexist, in it's own spectrum, beside GSM until the GSM systems can no longer be upgraded and/or have been effectively depreciated to a zero dollar value. So sayeth Mika, and also the Real Orange Peel. And I think JGOREN believes this also. In high density cities, where GSM systems are saturated with users, I believe that CDMA overlays will supplement GSM. In areas where no current coverage exists, then I would not attempt to bet which systems (GSM, TDMA, or CDMA) will be chosen. The folks with the budgets and/or political influence will most likely make those decisions. So it wouldn't hurt to own a good CDMA supplier/patent holder, and one or two good GSM/TDMA/CDMA system integrator/cell phone makers. So anyway, I wouldn't entirely agree that it's a kick in the "ouch !" sack for CDMA after all. Rather than that, I think it's just the natural progression of technology. How we follow (and adjust to) this progression, will determine who will retire early like Wise Ole Maurice :-)) ... Them's just my opinions. Best, Mardy