Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.550

+0.5%

10:56 AM EST

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To: Fernando Saldanha who wrote (1172)	1/2/1998 9:17:00 AM
From: Sawtooth	Read Replies (1) of 5390

<<The latest issue of Forbes recommends shorting Ericsson and Nokia. They mention the fact that cellular phones are becoming cheaper, and are increasingly being given away by the service providers.>> Fernando: Thanks for the reference to the article. Interestingly, when I searched the Forbes site for "Ericsson", the article in the search results next to your referenced article was a 9/97 Forbes article where the GT (Global Telecomm.) Fund manager was saying that Ericsson and Nokia where his hands-down favorites and largest positions. I guess it's a difference in opinions that makes for a market in a stock! One of the two articles mentioned that handsets for ERICY was about 40% of sales. It talked about CDMA but mentioned it only as a real threat in US right now, with sporadic activitiy out of the country. Made an interesting analogy between Apple/IBM and ERICY, et al./QCOM, noting that Apple clearley had superior technology but what mattered when all of the smoke cleared was who was able to get the most installed market share. The loser frequently starts carving a tombstone. Food for thought. Search the Forbes/Investor sight for these other articles, if you haven't seen them already. With a position in the Nordics as well as QCOM, this is interesting for me to watch from both sides of the fence (on the fence? Hope I don't fall!). Regards.

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