Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.325

-1.8%

3:59 PM EST

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To: P2V who wrote (2038)	9/22/1998 8:35:00 AM
From: P2V	Read Replies (3) of 5390

21 Sep 1998 Quotes from OsakeTieto: ((Note that they hold both Nokia and Ericsson, in their Model Portfolio )) "We are restating our strong buy recommendations for both Nordic cellular companies, with Nokia as the first priority. As a 12-month play Ericsson stock could be even bigger gainer, but short-term its bigger Latin America and Asian exposures make the stock very vulnerable to the possible further softening of respective economies, currencies and stock markets." "Asia's share of Ericsson sales is about 50% bigger than Nokia's (36/23% in 1997). Ericsson has clearly bigger short-term risk as the Infocom unit has many of the old big players as its customer as Alcatel. Nokia has the luxury of being focused more on the new players of operator arena than the old telecoms (Deutsche, France and Spain) which are burdens of ALA and ERICY. Alcatel stated in the interim report that for eg. Deutsche Telecom and Telefonica Espana have decreased their investments due to tough competition by new operators. Still, we maintain our 12 month 1/H recommendation. "

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