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Technology Stocks : Ericsson overlook?
ERIC 9.600+0.5%Nov 28 9:30 AM EST
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To: Maurice Winn who wrote (3596)8/12/1999 1:46:00 PM
From: elmatador   of 5390
 
My two cents on this one: There are cases in which a vendor, ERICY, LU or ALA, do not go into a deal because the customer needs vendor financing. It can be risky, it doesn't have enough money etc.

Another point: I think the newer generation networks is interesting for ERICY because they will continue selling those 26% of the worlds mobile infrastructure market. Helping the mobile operator to leverage its infrastructure to charge more from his users. This is necessary since the revenue per subscriber is dropping fast. Mopbile operator need to increase 'content' transported over their networks. New Generation mobile fit in there. Anything over the air interface if does the job is good enough.(Hey Mika I talk wireless as well!)

You need today to bundle together NOK and MOT to get that 26% market share.
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