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Technology Stocks : Ericsson overlook?
ERIC 9.525+2.1%10:00 AM EST

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To: tero kuittinen who wrote (1841)7/27/1998 1:21:00 PM
From: sillen   of 5390
 
Thread:

This only supports what thought even though didn't believe would happen; Nokia eating Ericsson's handset marketshare. I am still long Ericsson because I think the future potential of Ericsson is bright. They have a great presence in China and a broader telecom equipment line than Nokia.

The general feeling I get regarding the handset market is that Nokia make technically better phones than Ericsson today. Some of the complaints I have noticed is the lack of battery time in Ericsson's phones compaired to Nokia's.

Nokia also got a big contract to set up equipment in Sweden which was a big blow against Ericsson.

Only my opinions of course but long term Ericsson is a great buy.

Later

Sillen
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