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Technology Stocks : Ericsson overlook?
ERIC 9.495+1.1%Jan 15 3:59 PM EST

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To: Caxton Rhodes who wrote (1025)11/14/1997 1:00:00 PM
From: DWB  Read Replies (2) of 5390
 
Caxton... while doing the Chicken Little impersonation, you forgot to mention "The sky is falling!! The sky is falling!!" If the market wants to whipsaw ERICY for infrastructure work in SE Asia, I'll just pick up more shares in the bargain bin. I have a very nice security blanket made out of all of those great ERICY earnings reports stretching back as far as my eye can see...

Telecom. is not a zero sum game. Just because one company does well, does not preclude another from growing their business too. Loved the "ericy has no clear lead in wcdma versus the other guys" comment.... so that just puts them on par with everyone else.

Or does it just bug you CDMA devotees that those of us who invest in ERICY can do so without the need to beat our chests, while beating the competing technologies into submission? It's investing for crying out loud... not a battle over the last roasted mastodon shank in the fire pit....

DWB
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