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Technology Stocks : Ericsson overlook?
ERIC 9.325-1.8%Nov 19 3:59 PM EST
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To: P2V who wrote (2354)12/5/1998 6:35:00 PM
From: P2V  Read Replies (1) of 5390
 
Excerpt from Cred Suisse First Boston Corp report
from Ascend thread
Message 6700672

The telecom equipment industry during 1999 will be characterized by a
greater intensity of competition among industry participants reflecting the
collision of voice and data networking and a modest deceleration in the
year over year growth rate of investment in telecom infrastructure. This
enhanced competitive environment is already apparent in the U.S. digital
loop carrier market, the global wireless infrastructure industry segment,
and in dense wavelength division multi- plexing (DWDM) systems targeting
the long-haul segment of the market.

Note: Report titled "Equity Research-Americas"

Mika and others -- Are these areas where Ericy shows strength
in the Euro & Asia markets ??

Mardy.
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