Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.395

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3:59 PM EST

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To: DWB who wrote (1894)	7/30/1998 5:39:00 AM
From: Raymond	Read Replies (1) of 5390

It looks like Ericsson is loosing big in marketshare of mobile phones just now to Nokia.But what is maybe more important in the long term for the companies is the infrastructure marketshare.A new mobile from a manufacturer can erode another companies market over a night but when a operators chooses a supplier of infrastructure then they don't change easily.Nokia has traditionally been the biggest supplier of 1800 Mhz GSM networks.Last year they got most of the contracts in the 1800 band.In a couple of months Ericsson has got more or less every contract for the new 1800 band operators that has got licences in Europe.Portugal,Holland,Belgium,Spain,Italy and Finland today. I haven't seen the ordersum from Wind in Italy.But that is probably a huge order.Italy has more GSM subscribers than any other European country I think This is a big shift in the balance between Nokia and Ericsson.The rest Alcatel,Siemens,Lucent and Motorola must have even bigger problem on the GSM side just now. /R

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