Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.720

-1.4%

Nov 14 3:59 PM EST

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To: Mika Kukkanen who wrote (2368)	12/14/1998 7:07:00 AM
From: Mika Kukkanen	Read Replies (3) of 5390

Comment on above Sonear order We all know the way things are going in telecom; IP and mobile. As ypou probably all know, Finland has world's highest penetration rate to the Internet (so in some terms this deal is significant). Operators around the world are moving, although some very much slower, to increase their IP capability. The Sonera deal may be an indication that the long term prospects in this field are bright for Ericsson. They (Ericy) have increased their portfolio in the area of IP connectivity dramatically over the last year and so far acquisitions cost -with no real return on investment so far. This I hope is the start of something new, Switching was Ericsson's big driving force through the last 10 years with the AXE switch. IP maybe the bedrock for the next 10 years. The great debate about mobile will continue, but remember that mobile handsets represented less than 25% of rev and mobile infrastructure also less than 25%. What says you for the other 50% +, is this the way forward? Comments please.....

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