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

To: tero kuittinen who wrote (3263)	5/25/1999 8:19:00 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

HOw about GSM 450? Does anyone have an opinion about this market to share in our thread?

To: tero kuittinen who wrote (3263)	5/25/1999 9:56:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 5390

I think we both know which company will definitely not land the chipset sales for all this W-CDMA equipment We all know that QCOM will not land the chipset sales for ALL this WCDMA equipment because companies like Nokia will make their own. But please answer this..Are you expecting that Nokia or Ericsson or anyone other big player to be selling WCDMA chipsets? And how big are those WCDMA phones that have made these "calls". QCOM is already testing HDR which I believe is about 2Mgbs so what's the point? Dave

To: tero kuittinen who wrote (3263)	5/26/1999 4:48:00 AM
From: Maurice Winn	Respond to of 5390

<About Ericsson: don't look at what they say. Look at what they do. And what they're doing is putting their entire weight behind new data solutions meant to boost existing GSM and TDMA networks. What they're doing is executing an unforeseen GSM infrastructure sales offensive in China. And it's working - China Unicom is pouring literally billions of dollars into GSM equipment, much of it to Ericsson. Just compare Ericsson's statements about their willingness to sell IS-95 equipment with the recent press releases about their Chinese GSM sales. > Hang on, you say don't look at what they say then finish the paragraph with what they say. If we look at what they do, as you suggest, they bought Qualcomm's infrastructure division, signed up for cdmaOne and cdma2000 and W-CDMA licences. Let's see what they do with them, starting very soon, I'm sure. I expect Ericy to announce a cdmaOne agreement with Telecom New Zealand Limited any day. Telecom is being eaten alive by Vodafone with GSM. Telecom has a crusty old analogue system with a minimalist TDMA system with few subscribers. They MUST act soon or see Vodafone clean them right out. NTT must act soon too. They are facing IDO selling heaps of cdmaOne cute little handsets. I have one here and their catalogue. The cdmaOne handsets are all just under 40,000 yen. That is a big price for a little 82, 88, 84, 95 or 70 gram handset. They make the ThinPhone look like a small truck. US$300 street price for a handset isn't giving them away. Japanese are used to free handsets! They are selling because quality counts in Japan. They are wealthy compared with most people and they'll pay for these handsets. I suppose the price will drop as production increases. I can't imagine them being keen on the 1812 Overture style Globalstar handsets, complete with artillery-sized aerial. Not when they are used to those little IDO cuties. Put a ring around 53,141,593 cdmaOne handsets sold by the end of the December [cumulative total] worldwide. GSM will be way ahead, true. Especially when you consider the valuable upgrade sales. GSM is well into that market now. But cdmaOne will continue to catch up. Total cdmaOne subscriber market share has gone from zero three years ago to 53m out of about 400m total cellphone subscribers by the end of the year [to be honest, I'm guessing the total - anyone know what 53m will be as a percentage of the expected total cellphones at the end of the year]. Something like 13% anyway. That's not bad. A good start. Slower than I hoped, but Ericy stood in the way of the industry for a couple of years, much to NTT dismay. Now they are scrambling in undignified haste. Maurice

To: tero kuittinen who wrote (3263)	5/26/1999 8:08:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 5390

GSM is Toast: Private Chinese carrier plans huge CDMA network eet.com This is a report on Q but has good market share projection graphs. smithbarneyresearch.com It says: 1997 GSM 33% of market, Cdma 4% 1998 GSM 41% of market, Cdma 6% 2003 GSM 51% of market, Cdma 21% (Ok this may not fall under the exact definition of toast) I'll bet you that cdma is closer to 45% than 21% in 2003. Why? Because cheaper and better will win in China and all other low teledensity areas! The snowball will only get bigger. Caxton