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

To: Mika Kukkanen who wrote (3252)	5/25/1999 6:26:00 AM
From: Maurice Winn	Respond to of 5390

Mika, we'll see how surreal in a year or three. GSM will be the switch. It cannot compete with W-CDMA on data and that's why Ericy caved in. Ericy knew they had to abandon the GSM ship. Sure, GSM can be eked out for a year or three, but the writing's on the wall. "Far more" means 3x as cost effective per good quality bit of voice or data. Initially, GSM and cdmaOne were similar, but cdmaOne has increasingly gained a cost advantage - there is a LOT of competition in cdmaOne production now. The greenfields cost advantage doesn't mean legacy GSM will be removed, but you'll find there are very few GSM greenfield buildouts. Sure, there might be new areas brought on in China where they already have big GSM networks and a small expenditure will give a good life improvement to a large legacy investment, but cdmaOne will take off now, leading to cdma2000 [bought from Samsung or Ericy - or maybe other non-USA companies]. Maurice GSM is toast! Maurice