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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Lucretius who wrote (8303)1/15/1998 6:46:00 PM
From: Dwight E. Karlsen  Read Replies (2) of 95453
 
Lucretius, re ERICY, what is the reasoning for shorting it? I've never traded ERICY, but I have traded NOKA, which is the other Nordic telecom equip maker. Recently rode NOKA up with calls, down with puts, and back up again with calls. However, long-term Nokia and Ericsson are winners. Check out the Nokia thread here at SI and read Tero's posts; there are very few threads at SI which have an industry expert the caliber of Tero who follow relevant industry events as closely and know what the events mean. Digital phones are the future, and ERICY and NOKA own the digital cellular handset market worldwide.

MOT still sells more phones in the US due to the fact that analog is still dominant in the US, but the future is digital cellular. The rest of the world has already largely abandoned analog cell phones. Nokia is the world leader in digital mobile handset sales; however Ericsson leads digital handset sales in the US (as of now, there is a possibility they could be overtaken by Nokia by year's end).

DK
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