Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.855

-1.5%

Nov 13 3:59 PM EST

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To: Mika Kukkanen who wrote (2420)	12/14/1998 11:09:00 PM
From: sillen	Read Replies (2) of 5390

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%, My point exactly for investing in Ericsson. Most people don't know it but Ericsson is a small Tellabs of the Scands. Handset sales and mobile infrastructure is icing on the cake; Ericsson's core business is solid...also don't forget that Ericsson's business is solid in the Chinese market. But Ericsson has work to do...they need to get their Infocom Systems division going and be on their toes in China. I also belive they need to short their products-to-market cycle in order to catch up with Nokia's momentum. Would I buy the stock at this level? Hmm...would probably wait a while...but not for long as it is a great long-term hold. Later Sillen

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