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

To: w molloy who wrote (3256)	5/24/1999 11:20:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 5390

Possible 'showstoppers' shadow 3G patent pool By Anthony Cataldo EE Times 05/21/99 TOKYO — Telecom companies are struggling to complete by the end of June a patent-pooling scheme for third-generation cellular phones that some say is key to keeping equipment costs low. But the sheer number of companies involved is making it hard to muster a consensus on royalty payments and other issues. Moreover, the absence of one key patent holder — Qualcomm Inc. — in formal negotiations may cause new difficulties.... eetimes.com Jim

To: w molloy who wrote (3256)	5/25/1999 5:17:00 AM
From: Maurice Winn	Respond to of 5390

<Actually, CDMA and TDMA are running neck and neck in the US. > Not if you measure new subscribers signing up each month or conversions from analog or other modes. CDMA is running away with it anywhere it is widely available. Namely, Korea, USA, Japan, Brazil, Canada. Japan has only just switched on and growth of cdmaOne there is going crazy. [Well, Japan started last July, but fairly complete coverage was only completed in April]. The stalling in Japan, NZ, China, Australia and elsewhere will NOT be going on for several years. There is too much cdmaOne already underway. Competitors have GOT to respond and do it quickly when they see themselves losing business. Telecom New Zealand will, I bet, announce an Ericy cdmaOne deal any day because Vodafone is getting the customers and Telecom has frequency ready to roll. Maurice Maurice