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Technology Stocks : Ericsson overlook?
ERIC 9.705+1.0%1:08 PM EST

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To: elmatador who wrote (3780)11/2/1999 9:07:00 AM
From: Mika Kukkanen  Read Replies (1) of 5390
 
Elmatador: I agree, good assumptions and I would also like to add that the biggest driver is not the niche market of business telephony, as GSM was in its earlier years. The mass market is the way to go. All you have to look is at NTT DoCoMo's "i-mode" service that attracts over 12,000 customers a day for its packet switched service. Within Japan, guess what market segment is the main driver?
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Teenage girls.

Price may fall, as per 2G. The business segments can be targeted at the same time, but not exclusively. Let's look at pre-paid. Its very nature means it is targeting the mass consumer market. Need I say more?

M
PS: Elmatoador, I have yet to respond to your other messages...I will!
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