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Technology Stocks : Ericsson overlook?
ERIC 9.500-1.3%3:59 PM EST

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To: JDN who wrote (3446)7/6/1999 8:37:00 AM
From: Mika Kukkanen  Read Replies (1) of 5390
 
JDN, actually yes.

The backbone network and in particular transmission technologies don't often gets the attention it deserves. DWDM is at present the best way of increasing capacity within the fibre and optical switching to ensure no bottle-necks, something very much needed with the explosive growth of the Internet.

Although Ericsson late to (D)WDM, they have gained a few scalps in the last year or so, notably in Europe (e.g., BT). However to get an order from a high profile company like AOL in the backyard of players like Lucent is one helluva coop!

I expect more (D)WDM orders, as I said Ericsson were late but their solution is good open one (some others are equipment/vendor specific). Ericsson's internal sales network is one of the best, so definitely more to come (IMHO).

Regards,
Mika
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