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: Jim Oravetz who wrote (3304)	6/2/1999 10:58:00 PM
From: Caxton Rhodes	Respond to of 5390

Hola Jim- It seems obvious that cdma will dominate all of wireless in the next 5-10 years. If it won't, 1) why did ericy bother, 2) why is cdma still around and not stomped out? It seems everyone besides q investors doesn't like Q, but they all decided (even with paying royalties) cdma is cheaper and better. It WILL dominate and GSM and tdma WILL be toast. A five to ten year investment in Q will pay off royally. Ericy needs to get the cdma infra division and handsets moving ASAP. Nokia will be continue to be the handset maker to beat. They, as Neon Dion says, do Both! Caxton

To: Jim Oravetz who wrote (3304)	6/2/1999 11:09:00 PM
From: Jim Oravetz	Respond to of 5390

Regarding Ericy and their biz in China, this 4/15 post indicates that Ericy will do just fine there. Remember, this is Ericy's #1 market and will continue to be so. Message 8941186 Beijing agreed to license a national mobile-phone network using U.S.-developed code division multiple access, or CDMA, technology in addition to the European global system for mobile, or GSM, standard it currently uses.... Under the plan, China Unicom would be awarded the first licence this year, with a $10 billion capital investment(if they can raise the capital?). That network would capture an estimated 35 million subscribers by 2003. There are currently 25 million mobile-phone subscribers in China, but the figure is growing by 1 million a month.. .....while Ericsson S.ERC) is gearing up to compete for new CDMA business. Ericsson's nine Chinese joint-venture telecom-equipment makers will make the Swedish firm a favoured supplier for CDMA networks because of local content. "We have the right to build CDMA networks in China if we want, so we may be one of the suppliers to the first network," says Per Bengtsson, Ericsson's spokesman in New York. ++++++++ China is in desperate need of jobs. Unemployment is high and only going to get worse as more and more obsolete factories go belly-up. Growth has slowed to 6-7% from 10+%. I'm sure the nine JV's, in telecom no less, will look awful appealing to some Chinese leaders. Jim