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Technology Stocks : Vari-L (VARL)
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To: Michael P. Michaud who wrote (1772)1/13/2000 11:07:00 AM
From: Mark Oliver  Read Replies (1) of 2702
 
<Ericsson sees three mobile firms surviving - paper>

Good luck for Ericsson that they include themselves in this story. I doubt they are right though. Look at the disk drive market. Here, they have no product differentiation, majority sales through ruthless OEMs, and new capacity can be brought on at will. Still, there are 8 major payers. 5 hold 90% marketshare.

Phones seem to be much more style oriented. I don't agree, but clearly 25-30 companies is more than the market will bear.

Regards,

Mark
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