Ericsson overlook? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ericsson overlook?

ERIC 9.985

+1.2%

1:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mika Kukkanen who wrote (4825)	9/29/2001 11:14:28 AM
From: Eric L	Read Replies (1) of 5390

re: Good webcast on handsets from Ericsson "The way forward for Mobile Devices" ... with Q&A Ericsson Strategy & Technology Summit, London, 4th September, 2001 ericsson.com Worth a listen Some quick notes * 4 GPRS models by end of year * T68 tri-band high end with color display due Fourth Quarter - Matt Hoffman question on volume - "we'll produce what we can" * Handset market 400 to 440 units this year * Cutbacks * Manufacturing outsourcing (Flextronics) * T39 launched first in sweden - then across Europe - Replacement close to 50% of sales up from 40% a year ago. * Back to profit program still looking for profitability - maybe 2H01 * Bluetooth licensing going well * Sony Ericsson Mobile Communications JV launching OCT 1 - Goal to become number 1 by 2005 in 3G multimedia - Joint products in 2002 - Portfolio owned by the JV - Sony products - Ericsson products - new JV brand - M2M modules part of JV - Machine to Machine market small now but exploding * ASIC design group a separate group since September 1 - GSM more of a commodity and not so difficult - GPRS tougher - 3G tougher yet * Machine to Machine market small now but exploding - modules part of JV * T60 TDMA for the Americas Q4 * T60c 1xRTT tri-mode (first of both for Ericsson) for the Americas O4(?) * SmartBack accessories - built in hands free roll up cord * T65 dual-band (for Europe) next GPRS phone - one button internet access like imode - EMS - in shops October - no mention of dual-band (800/1900) for Americas (some indicators of this elsewhere). * GPRS unit shipments this year (Ray LeMaitre of TT) - "Other suppliers coming out with more models than us - right now us and Motorola" (hmm, what about Siemens) * T65/T68 Pricing v. competition - T65 mid-range pricing about like T39 * P Channel functionality (40 minutes into webcast) - we have it in our phones in our systems - IoT needed - one of key players in IOT testing - for use or performance not an issue - not a real detailed response * Prepaid by the packet (value in real time) & roaming & Symbian questions - Roaming - good news is global operators offerings being aligned across borders then global - JV will work with Symbian but ownership remains with Ericsson * Smartphones - EPOC and Symbian v. Microsoft - We are committed to Symbian - Relationships (Sony and Ericsson) with Microsoft - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next