Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.540

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3:59 PM EST

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To: Sawtooth who wrote (2338)	12/2/1998 1:10:00 PM
From: Mika Kukkanen	of 5390

Okay, next week it's DWDM week! Sorry I am very busy at the moment, but will try and post as much DWDM stuff as possible over the next week to give an insight. It is more than likely that Ericy leads in Europe on this, although the US came up with the goods some time back (although I do not know how commercially deployed it is there?). Up until summer Alcatel was also waving a DWDM banner, but since then I have heard nothing. Earlier this year I saw that Nokia were pushing it, but alas, since then nothing. It does not heavily rely on previous transmission/transport sales, but it does help! In which case, Ericsson should do well overall. We may just be at the beginning of a whole new fixed infra sales boom (so it is not nescessarily just mobile handsets etc.). Hope people are waking up to the idea that there is more than that to telecomm's -than what they might read on the other threads! ;) Smiley happy people, Mika PS Don't forget even the 3G debate that we will need highbandwidth infra to convey all the information. WCDMA promotes ATM as the architecture of choice, and here Ericy is also at the forefront.

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