Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (3272)	5/26/1999 6:37:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 5390

OT: Maurice, I love your writing..I really do. However, when you state "Qualcomm has not alienated most of the mobile telecom industry" I would respond "Really?". The feedback I get directly and indirectly is in direct contradiction to your statement. I had also previously said that Qualcomm were not exactly loved by the industry...read, they were (and maybe still are) detested. During the standards debate, not one other company backed Qualcomm's stance. Motorola, Lucent and Nortel voted against them. Mika

To: Maurice Winn who wrote (3272)	5/26/1999 8:50:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 5390

Dave - the one US CDMA operator that really matters is Sprint. The are so much bigger than US West or other regional players it isn't even funny anymore. Sprint ditched Qualcomm's Q-phone after a couple of months at most and started to promote Motorola's Startac heavily. These two models were direct competitors for the high-end crowd. A normal lifespan of a mobile phone is two years - not two months. Then came the Sprint/7-up/Nokia advertising project that positions Nokia's 5100 series as Sprint's lead model for the teenage market. Now Sprint is backing Nokia's 6185. Is this really what you expected to see after several years of close collaboration between Qualcomm and Sprint? To me it looks like Sprint is jealous of AT&T's success with their Nokia models and wants the same brand benefits for itself. Are you seeing Sprint gearing up for a big Thin Phone or PdQ push? What I'm seeing is a spotlight shifting to Startac, 5100 phones and 6185. Maurice - mentioning that Microsoft alliance was not a deft move. You must know by now that Symbian has won the backing of Matsushita and the Epoc operating system for internet phones now has the world's four biggest mobile phone brands on its side. That's the alliance that counts. We don't know yet how big Bluetooth will be - but god help the mobile phone company that does not have Bluetooth products in the market next spring if the standard clicks with laptop and printer manufacturers. You may not view Qualcomm as the spoiler for W-CDMA. But much of the world does. If Ericsson really bought the network division for cdma2000 and IS-95 - how come Ericsson is pushing for that non-compatible W-CDMA chiprate harder than anyone else? They are aiming to make W-CDMA as difficult to reconcile with IS-95 technology as possible. And the Qualcomm deal is probably giving them the leverage to succeed. Tero