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

To: tero kuittinen who wrote (3299)	6/2/1999 1:13:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 5390

<<That's the tragedy - I am impartial. But I just look partisan, because the SI crowd is 97% American.>> Well, look at the bright side, Tero. Think how incredibly and tearfully boring the threads would be if everyone agreed. ; )

To: tero kuittinen who wrote (3299)	6/2/1999 1:34:00 PM
From: Caxton Rhodes	Respond to of 5390

Tero- Long term everything is cdma, short term that's not true. CDMA is a superior technology, who cares about the short term? (Unless one is overly margined). 1) The upside to cdma is limited by the world's population, 2)GSM and TDMA systems will be overlayed/replaced with cdma, and 3)no cdma systems will be overlayed with GSM. Those are cdma's growth advantages. More and more operators will be questioning future investment in non-cdma systems. How fast this happens, determines how fast GSM becomes Toast. Caxton